Performance: Trade of the Week Portfolio YTD is +13%


The performance of the Trade Ideas’ Trade of the Week exceeds the SPDR S&P 500 index (SPY) by almost 400 basis points for the period up to June 30, 2017. Trade Ideas’ SaaS model powered by A.I. has outperformed our benchmark and other indices since its inception.

In April of 2016 we began our Trade of the Week. This is a weekly analysis of the market performed by our A.I. system to identify potential swing investment opportunities. The report is attainable to anyone from A new edition is then published and delivered to your Inbox early each Monday morning. For 2016 the portfolio of ideas published yielded a return of 29%. We decided to do a mid-year update on the ideas Trade Ideas published in 2017.

Returns and other data were calculated using the trigger entry price and closing prices as of June 30, 2017 – the last trading day of the mid-year. (Request a copy of the Trade of the Week performance spreadsheet for June 30 at for more detail.)

Trade of the Week Performance as of June 30, 2017

Key Findings:

The Trade of the Week is an analysis unlike the daily trading opportunities generated by Trade Ideas’ A.I. powered intraday service. The TOW analysis uses algorithms optimized by machine learning A.I. to look for opportunities on longer timeframes. From the resulting list of candidates each week, a committee of three then selects the most favorable opportunity.

Fund Managers and Advisors must have a plan for leveraging Machine Learning analysis and A.I. technology for clients or risk having such technology used against them. A key part of such a plan is to identify technology that identifies alpha and manages risk; Trade Ideas makes this possible with the Trade Ideas Wealth Professional Suite. Our focus is to give you the best possible Virtual Analyst on the research team powered by A.I. and to protect your valuable intellectual property with our professional services. The task of identifying opportunities from algorithms designed and optimized by A.I. is not as complicated as it’s been currently or in the past. These ideas are meant for any decision making process – or committee. Refer to the chart above to understand what a monthly or quarterly conversation could look like. Trade Ideas Wealth provides the new capabilities for our growing network of Active Management professionals that includes:

From within the Trade Ideas Wealth platform:

Advisors, institutions and their clients should agree that if there’s not a plan on using A.I. to achieve returns in 2017 and beyond, others will be using the technology against them to get theirs.

Learn more about Trade Ideas Professional Services.

DISCLOSURE: The views and opinions expressed in this article are those of the authors, and do not necessarily represent the views of Readers should not consider statements made by the author as formal recommendations and should consult their financial advisor before making any investment decisions. To read our full disclosure, please go to:

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