Stock Prediction: I Know First provides investment solutions for both individual and institutional investors, utilizing an advanced AI self-learning algorithm to gain a competitive advantage. We offer a personalized approach to our institutional clients, assisting them in their investment process based on their specific needs and preferences. For more details about I Know First solutions for institutional investors, please visit our website.

Stock Prediction: Portfolio Tracker

Stock Prediction: Today, clients of I Know First can track the real-time performance of our strategies. Now, let’s examine the performance of a single-portfolio strategy based on the IKF AI algorithm from November 15, 2023, when the strategy was set up, to December 13, 2023. This strategy is available to our institutional clients: hedge funds, banks, and investment houses, as a tier 2 service on top of tier 1 (the daily forecast).

The strategy involves constructing a tier-weighted portfolio of equity and GICS level 2 ETFs with monthly rebalancing, achieved through the implementation of the signal filter. Additionally, we utilize a signal outlier filter to ensure that stocks with signals outside of the selected range, i.e., those exhibiting extreme values, are not included.

Moreover, the strategy controls the majority direction. The term “majority direction” refers to our predictions for stocks, upon which we base our position. This decision is guided by a number of long and short stock forecasts. Therefore, if the count of long stock forecasts surpasses the count of short stock forecasts, the majority direction is to go long and we construct a long portfolio. Conversely, if the count of short stock forecasts is higher, we assume a short portfolio.

While, the Level 1 Sectors include broad segments of the economy, such as technology, healthcare, finance, and consumer goods to provide a high-level view of the market. Level 2 Industries goes deep into specific industries. For example, within the technology sector (Level 1), you might find industries like semiconductors, software, and hardware. These industries offer a more detailed perspective on the market.

In this strategy, we open our portfolio based on the prevailing market direction. When the majority direction is long, we construct a portfolio with a 90% weight in stocks and 10% in the best two Level 2 industries. Conversely, when the majority direction is short, we create a portfolio with 90% in long positions of stocks and 10% in SPY. Additionally, we take a short position in 20% of stocks, and the funds from this short position are held in cash. Furthermore, if the majority direction is short, we conduct weekly checks to ensure it remains unchanged. If a short majority direction switches to long, we close our short positions and wait until the next rebalancing period. Below we can notice our current portfolio holdings.

Currently, for the period of 15^th November – 13^th December 2023, the strategy earned +7.55% in return while the S&P 500 increased by 3.13% for the same period of time.

The strategy provides a positive return of 157.23% from Janyary 1^st 2020 to December 17^th 2023, which exceeded the S&P 500 return by 111.79%. Below we can notice the strategy behavior for each year.

Conclusion

I Know First offers investment solutions for institutional investors, leveraging our advanced self-learning algorithm to gain a competitive advantage. We provide a personalized approach for our institutional clients, enhancing their investment process according to their specific needs and preferences. In this context, we have evaluated the real-time performance of the Equity and Best Industries portfolio.

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Please note-for trading decisions use the most recent forecast.