Gen is our fundamental screener which updates on an intra-second basis and has been programmed to rank, score and assign a confidence level to every stock in the ASX.
Leo is our technical and momentum model which we have programmed to identify exact entry points for our opportunities.
Sensus is our sentiment and economic gauge which allows us to monitor sector strength, domestic and global market strength and track data points to predict possible inflexion points in market cycles.
Ven is our sell indicator which has been programmed to identify exact exit points for our opportunities.
When you come on board with existing portfolios, we will conduct an unbiased, in-depth review of your current stock positions using our proprietary AI Quant technology which has been developed, tested and validated across different market cycles. Using sophisticated algorithms and Neural Networks, the M3 AI Model has been programmed to systematically learn from every investment decision.
Your dedicated adviser will also provide a valuation of each company based on its growth prospects weighed against its downside risks in the short, medium and long term.
We will manage your portfolios by evaluating its net risk and sector exposures. We aim to rebalance portfolios into sectors that we believe have the highest risk-adjusted upside potential and provide investment opportunities accordingly. Our goal is to help you capitalise on sector rotations ahead of the market and avoid companies with unacceptably high risk exposures.
In a typical market environment, portfolios will generally include long-term core holdings balanced with high conviction, short to medium term opportunities.
Our proprietary AI Quant technology runs 10,000+ simulations daily using 150+ unique data points, allowing us to proactively de-risk or capitalise on predictive market movements and rotations.
Your dedicated adviser will actively monitor your portfolios and provide you with precise, timely recommendations and updates.
Quarterly, semi-annual or annual reports can be provided. Online login details to your trading account will also be provided, which will allow you to track your portfolio performance regularly. Activity statements can be arranged upon request.