How UPRO Holdings Help Achieve 3x Exposure To The S&P 500
It's important to understand that UPRO doesn't aim to replicate the exact composition of the S&P 500 index, but rather to provide returns that correspond to 3x the daily performance of the index. Read on to learn how alphaAI helps and why UPRO could be good addition to your portfolio.
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Four Facts About The UPRO ETF's Holdings
UPRO's holdings are actively managed and frequently adjusted to maintain the desired leverage ratio and reflect changes in the underlying index components.
Leveraged Exposure Strategy
UPRO is not your average ETF. It's designed for investors who want to triple their market exposure without the hassle of managing complex trades themselves.
Primary Financial Instruments
UPRO uses financial craftsmanship to amplify S&P 500 returns. Instead of just buying stocks, it uses futures contracts and swaps to aim for 3x daily returns of the index. This means when the market goes up, UPRO goes up faster. But remember, the opposite is also true.
Liquidity and Risk Management
The fund's managers are constantly tweaking the portfolio to maintain that 3x leverage. They're not just sitting on a bunch of stocks – they're actively trading the market to keep that amplified exposure.
Volatility and Risk Management
For risk-takers, UPRO offers a shot at supercharged returns. But fair warning: it's a rollercoaster ride. The fund can see massive swings in short periods, making it a tool for those who can stomach high volatility and potential losses.
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alphaAI's Automated Risk Management System Helps You Make the Most of UPRO
We utilize automated exposure management and hedging to help control your portfolio's risk level in accordance to market conditions and your unique investor profile. The result: portfolio volatility and drawdowns that stay within your defined range and risk tolerance.
Define Your Investor Profile: Answer a few easy questions to set your investment goals and risk tolerance.
Customize Your Investment Strategy: We recommend the best strategy for your based on your unique investor profile.
Automated Trading: Our investment AI will handle market monitoring and trading, adjusting your portfolio in real-time to optimize returns and manage risk.
Frequently Asked Questions
Find answers to common questions about alphaAI.
How does alphaAI use AI?
We use AI to automate the entire investment process, from beginning to end.
At the heart of our proprietary, industry-leading AI system is a set of predictive machine learning models. Our models have been trained on multiple decades of data encompassing more than 10,000 global stocks. On average, each model is trained on more than 10 billion data points. Each model is trained to perform a unique predictive capability, and multiple models work together to make trading decisions.
Our portfolio management system uses a rules-based approach to decide what to do with the predictions that our models generate. This includes making trades and managing risk according to your unique investor profile. This system also includes numerous failsafe protocols to ensure that all actions taken are within strictly defined parameters.
Read more about our technology.
Is it safe to let AI handle my money?
Yes, absolutely! There is a 0% chance that our AI technology will take unexpected actions – let us explain why.
At its core, AI is simply machine learning (ML). ML is a branch of mathematics focused on the development of models that can learn patterns from data.
We use a variety of predictive machine learning models combined with a rules-based approach to make trades and manage risk according to your unique investor profile. Our systems include numerous failsafe protocols to ensure that all actions taken are within strictly defined parameters.
Hopefully, you now have a better understanding of what AI is and how we use it. So don't worry – AI doesn’t have sentience, and there is no chance of it going off and making its own decisions. AI is another word for machine learning, and machine learning simply consists of a collection of predictive methods and models that can learn patterns from data.
Are there any hidden fees? What’s the actual price?
At alphaAI, we don’t believe in the traditional management fee model. Why should your costs go up as your assets increase?
We charge a single, flat subscription fee. This is the only way we make money. We do not charge account opening fees, minimum account fees, withdrawal fees, or account closing fees.
At alphaAI, our mission is to make sophisticated investment strategies accessible to everyone! We pride ourselves in our affordable and transparent pricing.
What is the minimum account size?
Get started with as little as $100!
How is alphaAI different from other roboadvisors?
alphaAI is the only roboadvisor that adjusts your portfolio to the markets in real-time. Other roboadvisors use a purely passive investment approach, which leaves you unable to take advantage of market trends.
At alphaAI, we use responsive investment strategies to manage your risk. This means that when the markets are volatile or uncertain, we automatically reduce your risk to help minimize portfolio volatility.
Read more about the alphaAI difference.
What is alphaAI’s investment philosophy? How do you control risk and drawdowns?
Our goal is simple: deliver better risk-adjusted returns than the market. We do this by focusing on automated, high-upside strategies that primarily invest in leveraged ETFs, such as TQQQ and UPRO.
Our AI system adjusts your strategy to your unique investor profile and risk tolerance. We adapt your portfolio’s risk level to the markets in real-time, helping keep your portfolio’s volatility and drawdowns within your defined acceptable range. We control risk in two key ways: market exposure management and tactical asset allocation. The result: better returns for the amount of risk taken on.
Read more about our investment philosophy here.
Why does alphaAI focus on leveraged ETFs? Aren’t they highly risky?
We focus on leveraged ETFs because of their potential for significant returns. For example, TQQQ has returned an average of 41% per year since its inception. Those are the kinds of numbers that excite us, and you are the ideal client if that also excites you.
However, higher potential returns also mean higher potential losses. That is why our primary focus is on risk management. We use automated market exposure management and tactical asset allocation to ensure your portfolio’s risk matches your investor profile and risk tolerance.
For reference, the S&P 500 has an annual average volatility of 20% — think of volatility as a measure of risk. With our tech, you can specify the level of risk you’re comfortable with — whether it’s less, more, or the same as the S&P 500 — and our AI system will handle the rest.
How hands-on or off is alphaAI?
alphaAI is completely hands-off – set it and forget it!
All you have to do is set your investor profile and customize your strategies. After that, we take care of everything for you. We automatically make trades and manage your portfolio’s risk in response to market conditions. Our leading-edge AI system stays on top of the market so you don’t have to. Rest easy knowing that regardless of what the market does, we are responding in the best way for you and your financial goals.
Read more about how the alphaAI process works.
What assets can I invest in through alphaAI?
Our strategies are optimized for ETFs, including leveraged and inverse ETFs. We will be adding additional asset classes in the future.
