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We’ve teamed up with eToro who with 30+million users worldwide, empower people to invest in portfolios in a simple and transparent way.

STRATxAI are delighted to unveil this new partnership, which provides new ways for retail investors to access the type of dynamic, data-powered portfolios previously confined to institutions.

Cutting-Edge Smart Portfolio

The first STRATxAI portfolio on eToro, the ‘Cutting-Edge’ is a Smart Portfolio, built to dynamically seek out the most promising US stocks available on the eToro platform.

Each month, the STRATxAI engine processes millions of data points relating to 5,000 mid to large-cap US equities over two decades. The strategy boasts a 20-year backtest Sharpe ratio of 1.14.

Style Factors

STRATxAI analyses the data against key Style Factors for future performance indicators and curates a dynamic 15 stock portfolio.

  • Value targets under appreciated stocks at a discount to intrinsic worth.

  • Quality focuses on companies with strong financial fundamentals.

  • Low-Volatility ensures a smoother investment ride.

  • Liquidity guides mid and large-cap stock selection.

  • Sector limit of 3 stocks ensures diversification.

Disclosure

STRATxAI is a participant in the eToro Partner Affiliate Program, designed to provide a means for us to earn a fee, at no cost to you. This means that STRATxAI may be compensated if you directly click on affiliate links in this post, proceed to sign up as a new customer and complete an investment on eToro’s investment platform.

About eToro

eToro is a trading and investment platform that empowers people to grow their knowledge and wealth as part of a global community of investors. eToro was founded in 2007 with the vision of opening up the global markets so that everyone can trade and invest in a simple and transparent way. Today, eToro is a global community of more than 35 million registered users who share their investment strategies; and anyone can follow the approaches of those who have been the most successful. Due to the simplicity of the platform users can easily buy, hold and sell assets, monitor their portfolio in real time, and transact whenever they want.

About eToro Smart Portfolios:

eToro’s range of Smart Portfolios offer exposure to various market themes. Bundling together several assets under a defined methodology, and employing a passive investment approach, they provide long-term investment solutions that offer diversified exposure. Initial investment starts from USD$500 and any investors can access tools and charts to track the portfolio’s performance, while eToro’s social feed will keep them up-to-date on developments in the sector. This portfolio is not available to US users. No management fees are charged.

Disclaimers

AU disclaimer: eToro AUS Capital Limited ACN 612 791 803 AFSL 491139. Smart Portfolios are not exchange-traded funds or hedge funds and are not tailored to your specific objectives, financial situations and needs. Your capital is at risk. See PDS and TMD.

EU disclaimer:

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

UK disclaimer:

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

eToro (Europe) Ltd is regulated in Cyprus by the Cyprus Securities and Exchange Commission, under Licence No. 109/10. eToro (UK) Ltd authorised and regulated by the Financial Conduct Authority in the UK under the Licence FRN 583263. eToro AUS Capital Limited by the Australian Securities and Investments Commission in Australia License 491139. eToro (Seychelles) Ltd licensed by the Financial Services Authority in the Seychelles to provide broker-dealer services under the Securities Act 2007 Licence #SD076.

This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.