Alpha Edge Advisors (“Alpha Edge”) mission is to help increase investment alpha (performance) while maintaining or reducing beta (risk). Alpha Edge’s investing community members consist of the following:
- Professional investment managers and advisors.
- Individual investors
Alpha Edge provides:
- Professional members with access to innovative products, services and algorithms which can enable them to increase alpha for a client without having to increase beta.
- Individual investor members with access to Alpha Edge’s professional members.
Alpha Edge is affiliated with the Dynasty Wealth Investing community (“Dynasty Wealth”). Click for a list of Dynasty Wealth investing’s products and the asset classes they address.
The common denominator and engine for each of Alpha Edge’s model portfolios is the AE Tracker. The AE Tracker (AET) has the same engine which powers Dynasty Wealth’s Bull & Bear Tracker (BBT).
The BBT and AE Tracker’s (BBT/AET) algorithm reads market volatility which enables BBT/AET to either be long or short market index ETFs and Futures 365 days per year. The chart below depicts that from July 1, 2019, to June 30, 2020 the BBT/AET’s signals generated substantive alpha with a cumulative gain of 26.8% as compared to S&P 500’s 7.5%.
More importantly, the chart below depicts that the AE Tracker Conservative and AE Tracker Aggressive portfolios outperformed the S&P 500 while taking much less risk and having lower beta. The average percent of time per month which assets were at risk was 46.75% for the 12 months. For 2020 the lowest percentage of time at risk for either of the managed portfolios during a month was April at seven percent and highest was 37% for June 2020.
The chart below depicts the tracker’s back tested (AE Tracker Hedge™) alerts versus the S&P 500 for the 12 months ended June 30, 2019. The BBT/AET spends 100% of its time, 24/7 and 365 days per year invested in the S&P 500 (SPY & SH ETFs). The back tested signals are also known as the “core” since they are incorporated into all Alpha Edge’s model portfolios.
A complete track record including signal success ratios for Bull & Bear Tracker is available.
Alpha Edge’s AE Tracker Portfolios:
- AE Tracker Conservative
- AE Tracker Aggressive
- AE Tracker Hedge
Alpha Edge’s AE Bear Portfolios:
- AE Bear
- AE Bear Pro
Alpha Edge’s AE Wealth Builder Portfolios:
- AE Wealth Builder
- AE Wealth Builder Pro
- AE all Weather
AE Wealth builder is hybrid which employs ETFs to produce the cash which is utilized to invest in alternative investments to produce capital gains. For full descriptions for all portfolios click here.