7 steps to Build Legacy Wealth with AI
In today’s digital age, the internet is flooded with conflicting opinions, irrelevant and/or manipulated data and poorly written content created to gain clicks not provide investors exponential results.
This overload of information can make it challenging for even experienced investors to make accurate and timely decisions. To overcome this, it is essential to focus on objective data and quantitative analysis.
AI technology empowers investors by allowing them to identify and anticipate market trends with a level of precision that was once possible for those with - illegal - insider information.
This capability goes beyond having insider information, providing an even greater edge in making investment decisions.
The Wall Street Insider Report was created to reflect this advantage, symbolizing the power of AI to put Global Investors and Market Insiders with privileged insights on the same level.
By leveraging AI, though the Alpha Hedge Algorithm, investors gain access to the same kind of foresight that historically gave insider traders their edge, but through entirely legal and ethical means.
Many investors continue to rely on outdated strategies that are ill-suited for today's fast-paced and ever-changing market environment. Traditional methods, such as buy-and-hold, relying solely on fundamental analysis, or following popular media recommendations, often result in suboptimal performance and missed opportunities.
AI-based strategies are data-driven, systematic, and objective, eliminating the biases and emotional influences that often plague traditional investment approaches.
By following a quant-driven approach, such as the one used in the Alpha Hedge Portfolio, investors can make precise decisions based on data, gaining a deep understanding of how the market moves.
AI has transformed market analysis and anticipation, helping investors to navigate the emotional highs and lows of market cycles with confidence.
By understanding the psychology of market cycles and leveraging AI, investors can make informed investment decisions that protect and grow their wealth.
Knowing exactly what assets to buy based on a systematic cycle analysis is how investors maximize profits.
Traditional investing often focuses on ownership, buying, and holding assets, which can lead to missed opportunities and tied-up capital in underperforming stocks.
To address this, investors must adopt a systematic investing approach, leveraging AI to strategically enter and exit positions based on market trends and rigorous analysis.
The Alpha Hedge Algorithm, with its focus on market cycles, provides a robust framework for optimizing investments.
An AI-driven approach leverages machine learning to optimize portfolios.
Traditional investment management often struggles to decode complex patterns and anticipate market trends accurately.
With AI advancements, machine learning, and neural networks, these anticipations have become more precise and insightful. By leveraging key signals like market cycles, past return performance, and expectancy, our Alpha Hedge Algorithm guides strategic portfolio construction.
A more data-driven, objective approach to wealth management that enhances investment returns and secures legacy wealth.
Proper position sizing is the Holy Grail of financial markets, but many investors struggle to apply it effectively.
The Kelly Formula provides a robust strategy for optimizing position sizes and managing risk. This formula focuses on maximizing the expected geometric growth rate, helping investors limit losses and maintain assets in an upward trend.
By adjusting the aggressiveness of your position sizes investors tailor their risk management strategy to your specific tolerance level.
The result is a mathematically sound approach for making informed, profitable investment decisions.
#01. Subscribe to Wall Street Insider Report
After confirming your subscription, you'll have full access to the Wall Street Insider Report.
- 10-Year Access to the Alpha Hedge Portfolio: Follow the AI-driven investment portfolio in real-time.
- Daily Insider-Level AI Analysis: Uncover the layers of US Stocks and ETFs cycles.
- Actionable Monthly Analysis: Detailed update of the market cycles.
#02. Access the Alpha Hedge Portfolio Data and Invest
On the first Monday of every month, we run the Alpha Hedge Algorithm and update a spreadsheet with the results. Our Premium Subscribers receive this update via email, titled: Portfolio Update: “MONTH” Rebalancing .
The spreadsheet columns are defined as follows:
- 1: Current market cycle (Alpha or Hedge);
- 2: ETF Symbol (Ticker of the ETF), usually we have 2 or 3 assets in the Alpha Hedge Portfolio;
- 3: Position (Indicates if there's a current position in the asset: On or Off respectively);
- 4: Last month's closing price;
- 5: Protective sell order price (for abrupt market falls);
- 6: Size of the optimized position size depending on the risk tolerance of the investor.
- 7: If there was an adjustment to the Stop Price Sell order from last month, the Protective Sell Order price will be highlighted in red.
#03. Monitor and Rebalance Monthly
Based on the evolution of the market, spend 15 minutes each month to monitor and rebalance (if necessary) your positions according to the Monthly Portfolio Rebalance available on the Premium Exclusive Area.
#04. Repeat for the Next 10 Years
My name is Dan Castro, I'm an Investment Management Specialist (University of Geneva/Switzerland) and have managed the Alpha Hedge Portfolio for 11 years in Wall Street, I guide Global Investors across 55 Countries over the past 9 years, and I am Founder of Zurique Capital Research.
Why wouldn't I just manage my own investments?
Good question! Managing investments requires a lot of time, knowledge, and resources. With the Wall Street Insider Report, you get access to a sophisticated investment strategy, backed by statistical models and years of proven results, for a fraction of the cost and time investment.
Who manages the investments?
You should execute the strategy in your home broker according to our guidance on our Monthly Rebalance Report.
What is my return expectancy in 5 years?
Past returns don't guarantee future returns. In the last 11 years, the lowest compounded return over a 5-year period was 235.69% (2014 to 2018), and the highest return over a 5-year period was 706.85% (2017 to 2021). In comparison, the S&P 500 returns for the same periods were 35.72% and 112.75%, respectively.
What is my risk of loss?
For aggressive investors, the highest drawdown in the last 15 years was 32%, and the lowest yearly performance was -25%. Considering 15 years of data, the probability of having a negative year over a 1-year period is 20%, over 2 years is 15%, and over 3 years is 0%.
What kind of data does the Alpha Hedge algorithm use?
The algorithm sources statistical data, focusing on technical analysis to identify the best reward/risk points according to the mathematical of the market cycle and make investment decisions.
Are there any investments you don't cover?
We cover US ETFs (Exchange Traded Funds) providing investors with a broad range of possibilities.
Are there any refunds if I don't like the service?
Due to the nature of investment and the quality of our service, there will be no refunds issued.