AI Value

AI Value

A portfolio of undervalued U.S. stocks with strong price momentum and monthly rebalancing.

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All-time performance

+141.45%

12-month performance

+34.12%

Strategy Parameters

Target return

34.12% annually

Market Cap Focus

Mid & Large Cap

Sector Exposure

All sectors

Allocation Method

Equally weighted

Portfolio Rebalancing

Monthly

Terms & Conditions

Minimum Investment

$10000

Subscription Fee

3% annually

Performance Fee

0%

Rebalancing Frequency

Once per month

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