US Focus Portfolio

Investment Mandate

We invest only in large and mega cap stocks in the US in order to minimize illiquidity risk.

Stock Selection

Our stock picking is based on our proprietary probabilistic machine learning model. The model systematically informs about the stocks that have the highest probability of outperforming the market.

Portfolio Construction

The portfolio is constructed from model predictions combined with proven investment principles in order to ensure the highest probability of outperformance over time.

Risk Management

The portfolio is dynamically rebalanced every month in order to constantly have the highest expected return potential.

The US Focus Portfolio

The final portfolio is based on calculated probabilities of each investment decision resulting in solid return expectations.

Out-of-sample model portfolio performance. Inception date: 01.01.2020. Currency: USD. Includes 20 bps transaction costs on all traded value. Other fees incurred by the investor such as management fee and custodian fee are not included. It is emphasized that past performance is not a reliable indicator of future results and the return on investments may vary as a result of currency fluctuations.