JAAIMS' AUTOMATED TRADING RESULTS

Smart Portfolio Strategy

A next generation strategy which harnesses the full power of Jaaims' AI. Involving a portfolio of over 1,000 stocks, Jaaims identifies and trades stocks that demonstrate strong earnings and growth potential supported by high human emotion conviction. 

Model Portfolio Strategy

High growth strategy which targets trending sectors during periodic growth cycles. Portfolio aims to capture demand driven upside whilst protecting the downside. Portfolio is reviewed quarterly and adjusted accordingly.

Market Allocation
 

Market Allocation
 

Australian Stocks (45%)

Australian Stocks (29%)

US Stocks (55%)

US Stocks (58%)

UK Stocks (10%)

German Stocks (3%)

Top Portfolio Performers
 

Top Portfolio Performers
 

Galaxy Resources (GXY.ASX)
 

Pinterest Inv. Class A (PINS.NASDAQ)
 

Quanta Services (PWR.NASDAQ)


PulteGroup Inc (PHM.NYSE)
 

Afterpay (APT.ASX)

 

SVB Financial Group (SIVB.NYSE)

PVH Corp (PVH.NYSE)
 

Affiliated Managers Group, Inc. (DFS.NYSE)


Pinterest Inv. Class A (PINS.NASDAQ)
 

Charles Schwab Corporation (SCHW.NYSE)
 

Fundamentals
 

Fundamentals
 

2.96
Sharpe Ratio

21
Average days held per trade

2.13
Sharpe Ratio

23.57
P/E Ratio

25
Average days held per trade

Performance
 

27%
 

Smart Portfolio
 

iShares MSCI World ETF

0%
 

-5%
 

​

Smart Portfolio Conditions
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 $10,000 per trade and a broker fee of $9 per trade ($18 completed trade) which delivered a realised return of 26.53% from inception to 31 March 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.

Performance
 

16%
 

Model Portfolio
 

iShares MSCI World ETF

0%
 

-5%
 

Model Portfolio Conditions
All returns are net of fees and in AUD. Calculations are based on our Standard subscription using our Model Portfolio with an average position size of $4,000 per trade and a broker fee of $9 per trade ($18 completed trade) which delivered a realised return of 14.70% from inception to 31 March 2021 . Distributions are reinvested, after ongoing fees and expenses but excluding taxation. Actual performance will vary depending on the users trading setup within the Jaaims application. Past performance is not a reliable indicator of future performance. Inception date is 1 July 2020.