Short Term Quant Portfolios – Oct 9, 2021
Long-Term Horizon, Growth, Software
Seeking Alpha Analyst Since 2008
I have been trading stocks, commodities, and options for more than 25 years. I have honed my skills in quantitative analysis and various stock investment tools for 15 years at Portfolio123 and offer services as a consultant in stock portfolios. I also own the financial data service Equity Analytx which provides aggregated fundamentals for a wide range of industries.
Summary
- Recent performance for the three short-term quant portfolios provided by the Digital Transformation marketplace service.
- Monthly/yearly performance, equity curve, and risk metrics.
- About the Digital Transformation marketplace service.
The following three quantitative portfolios were launched at the beginning of 2020 for Digital Transformation marketplace service subscribers.
SKYY-Light holds 10 stocks taken from the constituents of the First Trust Cloud Computing ETF (SKYY). The SKYY ETF targets X-as-a-Service (XaaS) companies that have a high degree of recurring revenue. The most recent quarterly report can be found here.
HACK-Less holds 10 stocks taken from the constituents of the ETFMG Prime Cyber Security ETF (HACK). The HACK ETF targets cybersecurity companies. The most recent quarterly report can be found here.
DT Wide Moat holds 10 stocks chosen from a universe of digital transformation stocks that are designated as having a “wide economic moat” by Morningstar.com. The most recent quarterly report can be found here.
Monthly Performance (Last 12 Months)
Yearly Performance
Portfolio Performance Chart
Risk Metrics
About the Digital Transformation Marketplace Service
The Digital Transformation marketplace service covers a wide variety of high-growth stocks, mostly software-oriented, that are involved in shaping the new world of digital or undergoing a digital transformation. Four portfolios are provided that capitalize on the paradigm shift: SKYY-Light, HACK-Less, DT Wide Moat, and Steve's Picks. The first three portfolios are quantitative in nature. Stocks are rated according to a unique growth formula proven successful during backtesting and also during live performance. For example, the SKYY-Light portfolio returned 174% in 2020.
New For 2021
Due to subscriber feedback, long-term variants of the three quant portfolios are now being provided. These portfolios are low turnover versions of the originals, and most trades should satisfy the criteria for long-term capital gains. The new portfolios are designated with 'LT' at the end and are called SKYY-Light LT, HACK-Less LT, and DT Wide Moat LT.