ALPHA EDGE’S PORTFOLIOS

Alpha Edge’s AE Tracker Portfolios

Minimum Account Value – (Portfolio Code)

$100,000 – (AETC)

Portfolio Description (more than one portfolio can be selected)

The Alpha Edge AE Tracker Conservative (AETC) is an adaptive portfolio utilizing proprietary algorithmic-based signals to minimize downside risk (reduce beta) and increase alpha. The AETC portfolio buys and sells the following long and inverse market ETFs and to be in 50% to 100% cash for a portion of the days and nights for each month.

  • Dow Jones index ETFs: DOG and DIA
  • S&P 500 index ETFs: SH and SPY
  • NASDAQ index ETFs: PSY and QQQ

Note.  AETC has limited market exposure.

Typical investor:  Seeking positive and above average gains over the long term with minimal risk.  

Risk level: low

$100,000 – (AETA)

The Alpha Edge AE Tracker Aggressive (AETA) is an adaptive portfolio utilizing proprietary algorithmic-based signals to minimize downside risk (reduce beta) and increase alpha. The AETA portfolio buys and sells the following long and inverse market ETFs and to be in 50% to 100% cash for a portion of the days and nights for each month.

  • Dow Jones index ETFs: SDOW and UDOW
  • S&P 500 index ETFs: SPXS and SPXL
  • NASDAQ index ETFs: SQQQ and TQQQ

Note.  AETA has limited market exposure.

Typical investor:  Seeking positive and above average gains over the long term that would be triple the gains and risk as compared to AETC.   

Risk level: high

$100,000 – (AETH)

The Alpha Edge AE Tracker Hedge (AETH) is a portfolio which utilizes proprietary algorithmic-based signals to leverage market volatility to achieve maximum alpha. The AETH portfolio buys and sells the following long and inverse market ETFs and its mandate is to remain fully invested for 24 hours and seven days per week for each month.

  • Dow Jones index ETFs: DOG and DIA
  • S&P 500 index ETFs: SH and SPY
  • NASDAQ index ETFs: PSY and QQQ

Note.  AETH has full market exposure.

Typical investor:  Seeking positive and above average gains over the short term.   

Risk level: medium

Alpha Edge’s AE Bear Portfolios

$100,000 – (AEB)

The Alpha Edge AE Bear (AEB) is a portfolio which utilizes proprietary algorithmic based signals to leverage market volatility to achieve maximum alpha. The AEB portfolio primarily buys and sells inverse market index ETFs to profit from market corrections and crashes.  AEB also trades long ETFs after a market has hit bottom after a crash or correction.  ETFs traded:  

  • Dow Jones index ETFs: DOG and DIA
  • S&P 500 index ETFs: SH and SPY
  • NASDAQ index ETFs: PSQ and QQQ

Note.  AEB has limited market exposure.

Typical investor: Conviction for new lows to occur before long term buying can begin.  Would like assets to grow with minimal stress and risk.   

Risk level: lowest

$100,000 – (AEBP)

The Alpha Edge AE Bear Pro (AEBP) is a portfolio which utilizes proprietary algorithmic based signals to leverage market volatility to achieve maximum alpha. The AEBP portfolio primarily buys and sells triple leveraged inverse market index ETFs to profit from market corrections and crashes.  AEBP also trades long ETFs after a market has hit bottom after a crash or correction.  ETFs traded:  

  • Dow Jones index ETFs: SDOW and UDOW
  • S&P 500 index ETFs: SPXS and SPXL
  • NASDAQ index ETFs: SQQQ and TQQQ

Note.  AEBP has limited TH has full market exposure.

Typical investor: Conviction for new lows to occur before long term buying can begin.  Would like assets to grow with minimal stress and risk.   

Risk level: medium

$50,000 – (AELB)

The Alpha Edge AE Long Bear (AELB utilizes proprietary SCPA algorithm’s signals to populate a buy and hold diversified inverse ETFs’ portfolio.  AELB’s mission is to buy inverse ETFs at the market’s peaks and sell at troughs to produce medium term gains throughout the market’s journey to the SCPA’s projected Q4 22020 final bottom.   AELB also buys and holds inverse ETFs in those industries which will not recover to produce long term capital gains.   Some but not all of the ETFs traded:  

  • Dow Jones index ETF: DOG 
  • S&P 500 index ETF: SH 
  • NASDAQ index ETF: PSQ
  • Misc. Industries ETFs:  EMTY

Note.  AEBP has limited market exposure.

Typical investor: Conviction for new lows to occur before long term buying can begin.  Would like assets to grow with minimal stress and risk.   

Risk level: lowest

Alpha Edge’s AE Diversified Wealth Builder Portfolios

(Accredited, Qualified and Sophisticated Investors Only)

$250,000 – (DWB)

The Alpha Edge AE Wealth Builder* (DWB) portfolio is allocated 80% towards the AETC while reserving 20% for the investor direction of funds towards a diversified portfolio consisting of the following alternative investments:

  1. Venture Capital
  2. Private Equity Startups
  3. Penny Stocks

Note. DWB has limited market exposure.

Typical investor: Looking to produce cash flow to be utilized for investments which have the potential to multiply in price and produce capital gains after the market reaches algorithm projected bottom in Q4 2022.  

Risk level: low to medium

$250,000 – (DWBP)

The Alpha Edge, AE Wealth Builder Pro* (DWBP) portfolio is allocated 60% towards the AETA or AETH.  40% of funds are allocated towards a diversified portfolio consisting of the following alternative investments:

  1. Venture Capital
  2. Private Equity Startups
  3. Penny Stocks

Note: DWBP has limited market exposure.

Typical investor: Looking to make investments that have the potential to multiply in price and produce capital gains after the market reaches the SCPA algorithm’s projected bottom in Q4 2022.  

Risk level: medium 

$500,000 – (DWAW)

The Alpha Edge, AE all Weather* (DWAW) portfolio is allocated 50% to DWBP with remaining 50% invested into a diversified portfolio of the following alternative investments:

  1. Crypto currencies & security tokens
  2. Mining Stocks
  3. Real Estate
  4. Equipment Leasing

Note: DWAW has limited market exposure.

Typical investor: Looking for investments that produce cash flow and trading gains.  Also includes investments in a diversified portfolio to produce long term capital gains.   

Risk level: low to medium 

$100,000 – (DSUP)

The Alpha Edge, AE diversified startups* (DSUP) portfolio is allocated to 10 to 20 startup investment opportunities.  No more than 10% of a portfolio’s assets invested in any one startup. Startups, which are vetted and monitored by Dynasty Wealth, must have a business model capable of increasing valuation by ten times within five years of being funded.  Below are some of the industries in which the startups are members:   

  1. Smart phone apps
  2. Software
  3. Gaming
  4. Medtech
  5. Fintech
  6. Social Media

Note: DSUP has no market exposure.

Typical investor: Looking to make investments which have potential to multiply in price and produce capital gains after the market reaches the SCPA algorithm’s projected bottom in Q4 2022.  

Risk level: medium

*Notes for DWB, DWBP, DWAW and DWUP portfolios:

1: Portions reserved for alternative investments to be invested in applicable AETC, AETA or AETH until investments made.   

2: Venture Capital, Private Equity Startups and Penny Stocks are highly illiquid or thinly traded investments. Each investment should be considered illiquid for a minimum of 3-7 years.

Note:  The following which are providing proprietary research and input for the selections that are made by the investment managers who manage the portfolios are affiliates of Alpha Edge Advisors:

 

Alpha Edge Advisors affiliates

 

Affiliate  Research/Asset class 
Bear Trader Inverse Trend Trading algorithm
Bull & Bear Tracker Long and short Trend Trading algorithm
Dynasty Wealth Investing* Venture capital, Private Equity (PE)
Shiny-Pennies Penny stocks
Short Bear Inverse ETFs, medium and long term 
Techno Lease Equipment Leasing-Technology
Trophy Investing Startups and emerging growth-private

*For about Dynasty Wealth’s startups and venture capital expertise view videos

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