QUANTITATIVE PORTFOLIO (SINCE 2006)
QUANTITATIVE STRATEGIES AND RESEARCH FOR SMART INVESTORS
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SUBSCRIBE TO OUR SERVICES
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ACCESS TO STRATEGIES, RESEARCH AND EMAIL ALERTS
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TRADE LIKE A PRO
STRATEGIES INCLUDED
Quantitative Portfolio
28.66% average annual return since 2006;
Max historical monthly drawdown = -15%;
All years positive, including 2008 subprime crisis;
No emotions, 100% quantitative. Sharpe Ratio of 1.61 vs 0.51 for the S&P 500;
Our algorithm integrates macroeconomic, fundamental, momentum, and sentiment analyses alongside robust risk management protocols;
Trades only the 3x bull SPY and QQQ ETFs (SPXL and TQQQ) and their inverse (SPXS and SQQQ);
Our email alerts are user-friendly, averaging three per month for necessary portfolio rebalancing;
Can cancel at any time.
Bitcoin Pro Portfolio
99.82% annual return vs 80.96% for the Bitcoin, since Jan/2016;
Max -34% monthly drawdown vs -75% for the BTC;
This portfolio is structured into 3 sub-strategies, emphasizing momentum and blockchain analysis.
Much better risk adjusted return than the benchmark;
It’s possible to stay 100% in cash at some point;
E-mail alerts;
Can cancel at any time.
Buy The Dip
85.29% annualized return per trade;
1.73% return per trade on average since May/2023;
10 days holding period on average;
Our algorithm selects the stocks based on fundamentals analysis and oversold indicators (technical analysis);
Concentrate on liquid stocks;
Our email alerts are user-friendly, averaging 5 alerts per month;
Can cancel at any time.
Nasdaq Stars
36.4% annualized return per trade;
4.95% return per trade on average since Dec/2016;
56 days holding period on average;
Our algorithm selects the stocks within Nasdaq 100 index based on fundamentals analysis, growth indicators and breakout strategies;
2 trades per month on average;
e-mail alerts;
Can cancel at any time.
Smart Money Sectors ETF
19.87% annualized return per trade;
4.63% return per trade on average since Jan/2010;
The primary objective is to identify instances when corporate money, (smart money), exhibit robust buying activity within their sectors. This trend typically indicates that these entities possess superior insights compared to the average investor, making their actions significant signals for market movements;
9 trades per year on average;
The sectors (ETFs) traded are: Basic Materials (XLB), Consumer Cyclical (XLY), Consumer Defensive (XLP), Energy (XLE), Financials (XLF), Healthcare (XLV), Industrials (XLI) and Technology (XLK);
E-mail alerts;
Can cancel at any time.
OUR RESEARCH
Weekly Equity Reports
Every week, you will receive at least two reports on companies that we consider relevant;
These reports offer straight-to-the-point research, providing relevant information covering both fundamental and technical analysis — helping you focus on what truly matters;
Additionally, we indicate the percentile in which each company falls based on our ranking system;
All of this is included in the $42 monthly package;
You can cancel at any time.
i3 Ranking System
We have developed a ranking system based on relevant criteria such as Value, Growth, Financial Health, Momentum, Future Growth, and Technical Analysis;
We analyze around 2,000 companies, enabling you to easily identify both the top 1% and bottom 1%, as well as access the full ranking;
Additionally, we highlight companies reaching new 52-week highs, as stocks achieving new highs tend to continue outperforming;
You will have access to all of this in your membership research area;
*Updated every Monday before 09 am est.
chart performance
BITCOIN PRO PORTFOLIO (SINCE 2016)
BUY THE DIP (SINCE MAY/2023)
NASDAQ STARS (SINCE DEC/2016)
SMART MONEY SECTORS (SINCE 2010)
BUY THE DIP (SINCE MAY/2023)
*Quantitative Portfolio and Bitcoin Pro Portfolio stats are calculated by cumulative monthly balance. The others strategies are calculated per trade (open date).
14 DAYS FREE TRIAL
ABOUT THE FOUNDER
Hello, investors!
My name is Guilherme Tavares, and I have a genuine passion for the financial market.
For over 15 years, I have been dedicated to investments, accumulating a wealth of knowledge and experience.
Throughout my career, I have worked in great institutions such as BNP Paribas and BTG Pactual, where I had the opportunity to refine my skills and gain invaluable insights.
I invite you to join me on this journey, where we can navigate the financial landscape together and seek prosperous opportunities.
FAQ
How the alerts are send?
whenever a new trade happens within the portfolio (to open or close) the alerts will be send by e-mail
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