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%
 

Performance
 

16%
 

Model Portfolio
 

iShares MSCI World ETF

0%
 

-5%
 

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:

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).

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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.

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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.

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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.