Large-Cap Quality Portfolio

Landscape

Artificial Alpha’s Large-Cap Quality Portfolio lives within the High Sharpe Stocks diversification pillar.

Core Benefits

The High Sharpe Stocks pillar, beyond its diversification benefits, generally forms the core of a diversified portfolio and tends to provide a balance between returns and volatility. This Large-Cap Quality Portfolio enhances those characteristics for clients by actively trading stocks from the S&P 500.

Suitability

Depending on the outcome of a suitability interview, I might suggest anything from no allocation for growth sake to a large allocation for portfolio protection. This product is meant to reach an audience that shares a defensive mindset. This product features low turnover and can be implemented in taxable accounts with minimal tax implications.

Performance History

This portfolio has no trading history. Please contact me if you would like to explore backtest data and/or pilot this strategy with me.