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Jaaims investing philosophy
Algorithm

Our Philosophy

Traditional stock picking strategies rely on the assumption that investors make decisions in a completely rational and objective manner, while taking time to synthesise all available information. However, this assumption is a fairytale – markets are not perfect and neither are humans!

At Jaaims, this is the foundation of our investing philosophy. We have evolved the traditional investing strategy to include the variance of human emotion through predicting future emotional trends. Using the power of artificial intelligence (AI), we continuously analyse millions of social media and market moving news then overlay this data with stocks that demonstrate strong earnings and growth potential.

This hybrid approach of combining emotional influence with strong fundamentals results in short term positions with explosive returns.

As at September 30, 2021

Smart Portfolio returning since inception

+26.56

Smart Portfolio Methodology

All returns are net of fees and in AUD. Calculations are based on our Professional subscription using our smart portfolio trading all markets with an average position size of $5,500 per trade or 2.2% of funds per trade and utilising multi-currency accounts and retail brokerage rates provided by Interactive Brokers which delivered a realised return of 26.56% from inception to 30 September 2021. Distributions are reinvested, after ongoing fees and expenses but excluding taxation. Actual performance will vary depending on position size and markets selected by the user. Past performance is not a reliable indicator of future performance. Inception date is 1 July 2020.

As at September 30, 2021

Smart Portfolio trailing 12 month return

+13.53

Smart Portfolio Methodology

All returns are net of fees and in AUD. Calculations are based on our Professional subscription using our smart portfolio trading all markets with an average position size of $5,500 per trade or 2.2% of funds per trade and utilising multi-currency accounts and retail brokerage rates provided by Interactive Brokers which delivered a realised return of 26.56% from inception to 30 September 2021. Distributions are reinvested, after ongoing fees and expenses but excluding taxation. Actual performance will vary depending on position size and markets selected by the user. Past performance is not a reliable indicator of future performance. Inception date is 1 July 2020.

As at September 30, 2021

Smart Portfolio last quarter return

+2.22

Smart Portfolio Methodology

All returns are net of fees and in AUD. Calculations are based on our Professional subscription using our smart portfolio trading all markets with an average position size of $5,500 per trade or 2.2% of funds per trade and utilising multi-currency accounts and retail brokerage rates provided by Interactive Brokers which delivered a realised return of 26.56% from inception to 30 September 2021. Distributions are reinvested, after ongoing fees and expenses but excluding taxation. Actual performance will vary depending on position size and markets selected by the user. Past performance is not a reliable indicator of future performance. Inception date is 1 July 2020.

Access AI insights from Jaaims
Insights

Access AI insights from Jaaims

Access our AI economic outlook and market analysis reports keeping you up to date with Jaaims’ perspective of the market.

Access our AI economic outlook and market analysis reports keeping you up to date with Jaaims’ perspective of the market. Plus, access, filter and sort our fundamental and sentiment data that Jaaims uses everyday in maintaining our market edge.

Invest consciously with our ESG Tools
Ethical Investing

Invest consciously with our ESG tools

Invest ethically using our ESG tools. Here you can filter companies that are meeting their ESG expectations and their ESG performance score.

Are you concerned about the activities companies are involved in that you don’t know of? Are there activities you don’t want your money involved in? Using our ESG tools, you can see if companies are meeting their ESG expectations, their ESG performance score and filter out the ‘sin’ stocks so your money remains ethically invested.

ETFs by Jaaims
Coming Soon

ETFs by Jaaims

Jaaims uses ETFs differently to managed funds. Our AI algorithm does not analyse ETFs, instead we use them as diversification tools to support our AI.

At Jaaims we use ETFs differently to managed funds. Our AI algorithm does not analyse ETFs, instead we use them as diversification tools to support our AI. By using our ETF diversification tool, you can select from a range of index, fixed income and property ETFs to balance your portfolio so you remain diversified and Jaaims’ AI exposed in the one platform.

Our Portfolios

Portfolios

Build Your Own Portfolio

Build your own portfolio enables you to select a portfolio of stocks up to your subscription limit for the AI algorithm to manage.

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Portfolios

Model Portfolio

The Model Portfolio is a high conviction Portfolio containing stocks identified by the Jaaims AI to possess high growth capabilities over the medium term.

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Portfolios

Smart Portfolio

The Smart Portfolio is a multi-strategy growth portfolio targeting an annual return of 10 percent per annum over a rolling five-year period.

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Important Information

Risks and Factors Affecting Performance

Jaaims relies on share markets to derive a return and is a long-only trading tool. As such returns are not guaranteed and you should be aware of the following risks and other factors affecting performance:

Jaaims relies on share markets to derive a return and is a long-only trading tool. As such returns are not guaranteed and you should be aware of the following risks and other factors affecting performance:

Investment Risk:

Share markets carry a risk of loss and do not always go up. As Jaaims is a long only strategy (i.e. it does not offer short-selling) it can only make a profit if stocks go up in price during the trade period. Jaaims seeks to manage investment risk by actively trading and updating recommendations every 15 minutes. The app may also retain high levels of cash where it does not see trades having a high likelihood of success which may serve to reduce losses that might occur if you were fully invested (e.g. via products such as managed funds or exchange traded funds).

Execution Risk:

There is a risk Jaaims will not be able to execute trades in a timely manner due to connection issues with your broker. We manage this risk by actively working through any issues with our connected brokers.

Concentration Risk:

Users can select their preferred position size. Having a large position size relative to funds invested will mean a lower amount of trades and may result in higher volatility. In general we recommend a maximum position size of 5% of your portfolio but Jaaims gives you the ability to tailor your trading strategy to your own individual needs.

Stock Selection:

Performance for each individual user will depend on the stocks you select for Jaaims to trade. The Smart Portfolio feature offered in the Professional subscription will allow for the highest number of stocks to be selected in your portfolio to maximise your opportunity set.

Broker Selection:

Your choice of broker will affect your performance after costs. As Jaaims trades shares on international stock markets you should be aware of brokerage as well as foreign exchange costs.

Investment Risk:

Share markets carry a risk of loss and do not always go up. As Jaaims is a long only strategy (i.e. it does not offer short-selling) it can only make a profit if stocks go up in price during the trade period. Jaaims seeks to manage investment risk by actively trading and updating recommendations every 15 minutes. The app may also retain high levels of cash where it does not see trades having a high likelihood of success which may serve to reduce losses that might occur if you were fully invested (e.g. via products such as managed funds or exchange traded funds).

Execution Risk:

There is a risk Jaaims will not be able to execute trades in a timely manner due to connection issues with your broker. We manage this risk by actively working through any issues with our connected brokers.

Concentration Risk:

Users can select their preferred position size. Having a large position size relative to funds invested will mean a lower amount of trades and may result in higher volatility. In general we recommend a maximum position size of 5% of your portfolio but Jaaims gives you the ability to tailor your trading strategy to your own individual needs.

Stock Selection:

Performance for each individual user will depend on the stocks you select for Jaaims to trade. The Smart Portfolio feature offered in the Professional subscription will allow for the highest number of stocks to be selected in your portfolio to maximise your opportunity set.

Broker Selection:

Your choice of broker will affect your performance after costs. As Jaaims trades shares on international stock markets you should be aware of brokerage as well as foreign exchange costs.

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