The Moby AI Tech Portfolio

In case you haven't checked it out yet, last month we released our first Quantitative Strategy -- The Growth at a Reasonable Price Portfolio (aka GARP).

If you're asking yourself, "What is a quantitative strategy or how do I use it?", then check out the original strategy -> read it here

In a nutshell, this strategy is constructed with algorithms and advanced computer techniques. It is designed to look at tech sector securities that have high sustainable growth relative to their peers (e.g. other tech companies) but are not too expensive.

Basically we also look at valuation metrics to make sure we aren’t buying anything too expensive and that’s the “Reasonable Price” aspect.

We premiered this strategy in late February, and have watched it grow over the last month. As we told you then, this strategy is designed to update every month to ensure the holdings align with the objective of the strategy.

Check out the latest performance, updates and holdings below!

Performance Snapshot:

Performance Review:

What we can see in the two tables above is that our strategy is up 9% in the last month alone!

Comparing that to the market that was up only 4%, we have an excess return of 5.23%.

While this strategy will experience volatility at some point, we're extremely pleased with the first month of its performance. But as we stated in our original post this strategy will not get you a return of over 100% annually.

Getting that sort of return every year, is a) near impossible and b) would mean you are taking ridiculous risk. 

This strategy is designed to find undervalued growth stocks that will have moderate to strong appreciation for less risk than traditional growth companies. While this may be discouraging to some, we only operate with transparency at all costs.

So with that content, let's get into the changes that the algorithm behind the strategy made from the original portfolio last month! 👇