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data-driven logic

Explore some of the sophisticated, data-driven strategies developed by industry experts and Surmount's powerful, AI-optimized platform.
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All
Algorithmic
Thematic
Investing
Trading
Popular
Investing In China
THEMATIC
Investing in the top Chinese companies based on fundamentals, performance, and competitive moat.
Asset Type
Annual Return
52.17%
Trades Per Day
0.15
Days Active
418
Maximum Drawdown
32.41
Monthly Fee
8bps (0.08%)
Total Return
58.79
Investing In Argentina
THEMATIC
Curated selection of the top Argentinian companies based on company fundamentals, performance, and competitive moat.
Asset Type
Equity
Annual Return
23.25%
Trades Per Day
0.25
Days Active
1827
Maximum Drawdown
52.60%
Monthly Fee
8bps (0.08%)
Total Return
184.15%
Mean Reversion
ALGORITHMIC
The Mean Reversion trading strategy is implemented in the provided Python code within the "main.py" file of the Surmount trading package. This strateg...
Asset Type
Equity
Annual Return
11.47%
Trades Per Day
0.74
Days Active
1827
Maximum Drawdown
18.53%
Monthly Fee
6bps (0.06%)
Total Return
71.18%
Biotech Breakthroughs
THEMATIC
Description: The Biotech Breakthroughs Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the latest innovations...
Asset Type
Equity
Annual Return
24.49%
Trades Per Day
0.68
Days Active
856
Maximum Drawdown
22.09%
Monthly Fee
9bps (0.09%)
Total Return
95.91%
Global Real Estate Exposure
THEMATIC
The Global Real Estate Thematic Investing Strategy is designed to provide long-term capital appreciation by investing in a diversified portfolio of pu
Asset Type
Equity
Annual Return
13.48%
Trades Per Day
0.62
Days Active
1827
Maximum Drawdown
42.59%
Monthly Fee
5bps (0.05%)
Total Return
56.64%
$VIRT SPY Volume Correlation
ALGORITHMIC
The VIRT-SPY Volume Correlation strategy trades $VIRT based on $SPY trading volume. Specifically, the strategy sells $VIRT when there is a drop in $SP...
Asset Type
Equity
Annual Return
14.89%
Trades Per Day
0.34
Days Active
1827
Maximum Drawdown
29.63%
Monthly Fee
10bps (0.10%)
Total Return
46.82%
AI & IOT
THEMATIC
The AI & IoT theme is a targeted investment strategy that aims to capitalize on the growth and innovation within the Artificial Intelligence (AI) and...
Asset Type
Equity
Annual Return
5.51%
Trades Per Day
0.87
Days Active
1136
Maximum Drawdown
49.72%
Monthly Fee
10bps (0.10%)
Total Return
18.09%
Genomics & Precision Medicine
THEMATIC
The Genomics and Precision Medicine Thematic Strategy is a long-term investment strategy designed to capitalize on the advancements and growth potenti...
Asset Type
Equity
Annual Return
7.53%
Trades Per Day
0.67
Days Active
1723
Maximum Drawdown
49.27%
Monthly Fee
5bps (0.05%)
Total Return
40.8%
Recession Resistant
ALGORITHMIC
Designed to weather economic downturns and provide stability in uncertain times, this strategy focuses on a diversified portfolio of recession-resista...
Asset Type
Equity
Annual Return
7.81%
Trades Per Day
0.71
Days Active
1827
Maximum Drawdown
19.42%
Monthly Fee
8bps (0.08%)
Total Return
45.63%
AI Innovators
THEMATIC
The Artificial Intelligence Innovators Thematic Strategy is a long-term investment strategy designed to capitalize on the growth and innovation within...
Asset Type
Equity
Annual Return
11.55%
Trades Per Day
0.24
Days Active
1723
Maximum Drawdown
47.46%
Monthly Fee
6bps (0.06%)
Total Return
67.42%
Carbon Capture & Storage Champions
THEMATIC
The Carbon Capture & Storage theme is a focused investment strategy that seeks to capitalize on the growth and innovation within the carbon capture, u...
Asset Type
Equity
Annual Return
12.54%
Trades Per Day
0.44
Days Active
1827
Maximum Drawdown
51.63%
Monthly Fee
5bps (0.05%)
Total Return
80.46%
RSI—Weighted ETFs
ALGORITHMIC
Forward-looking investment approach that relies on the Relative Strength Index (RSI) to inform its asset allocation decisions. Allocates investments i....
Asset Type
Equity
Annual Return
12.65%
Trades Per Day
0.37
Days Active
1827
Maximum Drawdown
30.66%
Monthly Fee
3bps (0.03%)
Total Return
80.39%
TQQQ—SPY Midday Reversal
ALGORITHMIC
Buy TQQQ at midday and sell at the end of day when there is a dip. Hold SPY with any remaining capital and the strategy will automatically initiate...
Asset Type
Equity
Annual Return
14.6%
Trades Per Day
9.87
Days Active
1826
Maximum Drawdown
16.52%
Monthly Fee
5bps (0.05%)
Total Return
107.09%
Creative Disruption: Investing in Innovative Ideas
ALGORITHMIC
The Creative Disruption: Investing in Innovative Ideas strategy aims to capture the potential growth and value creation driven by disruptive technology...
Asset Type
Equity
Annual Return
15.28%
Trades Per Day
0.23
Days Active
1827
Maximum Drawdown
36.88%
Monthly Fee
6bps (0.06%)
Total Return
103.62%
Climate Adaptation & Resilience
ALGORITHMIC
This strategy aims to address the challenges posed by climate change and capitalize on opportunities arising from the transition to a more sustainable...
Asset Type
Equity
Annual Return
15.56%
Trades Per Day
0.71
Days Active
1827
Maximum Drawdown
38.01%
Monthly Fee
7bps (0.07%)
Total Return
106.04%
Dividend Growth
ALGORITHMIC
Strategy focused on leading companies with strong fundamentals & history of dividend growth
Asset Type
Equity
Annual Return
16.57%
Trades Per Day
0.01
Days Active
1827
Maximum Drawdown
24.78%
Monthly Fee
6bps (0.06%)
Total Return
113.65%
KO-PEP Arbitrage
ALGORITHMIC
KO-PEP Arbitrage is a rule-based algorithm that tracks the divergence between $KO and $PEP on the daily timeframe. Trading logic: The basic idea is th...
Asset Type
Equity
Annual Return
16.72%
Trades Per Day
1.78
Days Active
1827
Maximum Drawdown
33.6%
Monthly Fee
5bps (0.05%)
Total Return
116.62%
Women CEOs
THEMATIC
ntroducing the empowering "Women CEOs" thematic strategy — a visionary investment approach that celebrates and champions the rise of women leaders in...
Asset Type
Equity
Annual Return
18.76%
Trades Per Day
0.92
Days Active
1519
Maximum Drawdown
20.99%
Monthly Fee
3bps (0.03%)
Total Return
90.34%
Robotics & Automation Advancements
THEMATIC
The Robotics & Automation Advancements Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the growing adoption o...
Asset Type
Equity
Annual Return
18.1%
Trades Per Day
0.55
Days Active
1827
Maximum Drawdown
42.21%
Monthly Fee
5bps (0.05%)
Total Return
129.6%
Betting on Profits: Casino, Sports Betting, & Gaming
ALGORITHMIC
This strategy focuses on capitalizing on the potential growth and profitability within the casino, sports betting, and gaming industry. By strategical...
Asset Type
Equity
Annual Return
18.24%
Trades Per Day
0.25
Days Active
1772
Maximum Drawdown
74.2%
Monthly Fee
5bps (0.05%)
Total Return
125.35%
Future of Consumer Tech
THEMATIC
The Future of Consumer Tech Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the rapid evolution and growth of...
Asset Type
Equity
Annual Return
20.75%
Trades Per Day
0.70
Days Active
1709
Maximum Drawdown
53.96%
Monthly Fee
7bps (0.07%)
Total Return
141.44%
FAANG Insider Trading
ALGORITHMIC
The FAANG Insider Trading investing strategy focuses on leveraging information about stock purchases or sales by insiders within some of the most prom...
Asset Type
Equity
Annual Return
20.9%
Trades Per Day
1.63
Days Active
1827
Maximum Drawdown
40.91%
Monthly Fee
5bps (0.05%)
Total Return
156.00%
Next-Gen Data Infrastructure
THEMATIC
The Next-Gen Data Infrastructure Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the growing demand for advan...
Asset Type
Equity
Annual Return
20.93%
Trades Per Day
0.46
Days Active
1722
Maximum Drawdown
36.53%
Monthly Fee
6bps (0.06%)
Total Return
144.75%
Nanotechnology Innovators
ALGORITHMIC
The Nanotechnology Innovators Strategy is designed to capture the potential growth and advancements in the field of nanotechnology through investing...
Asset Type
Equity
Annual Return
2169%
Trades Per Day
0.57
Days Active
1827
Maximum Drawdown
2822%
Monthly Fee
5bps (0.05%)
Total Return
166.68%
GLD—Tech Rotation
ALGORITHMIC
The GLD Tech Rotation strategy is an algorithmic investment approach that alternates positions between the ProShares UltraPro QQQ ETF (TQQQ) and the S...
Asset Type
Equity
Annual Return
23.63%
Trades Per Day
1.38
Days Active
1827
Maximum Drawdown
54.97%
Monthly Fee
Total Return
188.86%
Envirotech / Cleantech
ALGORITHMIC
The Envirotech / Cleantech strategy is driven by a diverse selection of companies that are at the forefront of environmental transformation. These com...
Asset Type
Equity
Annual Return
25.04%
Trades Per Day
0.69
Days Active
1827
Maximum Drawdown
45.5%
Monthly Fee
Total Return
205.61%
Deep Tech
THEMATIC
The Deep Tech Innovators Thematic Investing Strategy is a long-term investment approach designed to leverage the revolutionary advancements in deep te...
Asset Type
Equity
Annual Return
27.08%
Trades Per Day
0.70
Days Active
1722
Maximum Drawdown
40.7%
Monthly Fee
Total Return
208.65
Green Investing
THEMATIC
The Green Investing Thematic Strategy is a focused investment approach designed to capitalize on the growing global demand for environmentally-friendly...
Asset Type
Equity
Annual Return
27.74%
Trades Per Day
0.60
Days Active
1827
Maximum Drawdown
48.95%
Monthly Fee
Total Return
239.83%
Fee-Free T. Rowe Opportunities Fund Tracker
ALGORITHMIC
T. Rowe Price is a Baltimore-based mutual fund provider that has over 1.3T AUM. They focus on personal retirement investing. This is a copy trading bo...
Asset Type
Equity
Annual Return
27.9%
Trades Per Day
0.01
Days Active
1827
Maximum Drawdown
44.46%
Monthly Fee
Total Return
238.26%
Sustainable Future
THEMATIC
The Sustainable Future Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the growing demand for sustainable sol...
Asset Type
Equity
Annual Return
27.96%
Trades Per Day
0.25
Days Active
1827
Maximum Drawdown
39.41%
Monthly Fee
Total Return
242.44%
Tesla Short and Long EMA
ALGORITHMIC
The TSLA Short & Long EMA strategy uses both short-term (a 10-day EMA) and long-term (a 50-day EMA) price movements of the TSLA stock to generate buy...
Asset Type
Equity
Annual Return
43.89%
Trades Per Day
0.42
Days Active
1827
Maximum Drawdown
57.07%
Monthly Fee
Total Return
506.21%
Fee Free T. Rowe US Equity Research Tracker
ALGORITHMIC
T. Rowe Price is a Baltimore-based mutual fund provider that has over 1.3T AUM. They focus on personal retirement investing. This is a copy trading bo...
Asset Type
Equity
Annual Return
38.19%
Trades Per Day
0.01
Days Active
1827
Maximum Drawdown
52.76%
Monthly Fee
Total Return
403.92%
Black-Owned Businesses
THEMATIC
The Black Owned Businesses strategy is a socially responsible, automated investing approach that buys and holds Black-owned businesses. While the stra...
Asset Type
Equity
Annual Return
33.62%
Trades Per Day
0.14
Days Active
1827
Maximum Drawdown
54.93%
Monthly Fee
Total Return
325.92%
AAPL GOOG Arb
ALGORITHMIC
AAPL GOOG Arb is a rule-based algorithm that tracks the divergence between $AAPL and $GOOG on the hourly timeframe. Trading logic: The basic idea i...
Asset Type
Equity
Annual Return
30.69
Trades Per Day
2.65
Days Active
1826
Maximum Drawdown
30.25%
Monthly Fee
Total Return
318.16%
Feeless Automotive ETF
THEMATIC
The Feeless Automotive ETF investing strategy is an ETF-style approach that holds $TM, $F, $TSLA, and $GM proportional to RSI. This weighting encourag...
Asset Type
Equity
Annual Return
28.12%
Trades Per Day
0.44
Days Active
1827
Maximum Drawdown
50.41%
Monthly Fee
Total Return
241.14%
Mean Reversion
ALGORITHMIC
The Mean Reversion trading strategy is implemented in the provided Python code within the "main.py" file of the Surmount trading package. This strateg...
Asset Type
Equity
Annual Return
11.47%
Trades Per Day
0.74
Days Active
1827
Maximum Drawdown
18.53%
Total Return
71.18%
Fees: 0.04% per month
$VIRT SPY Volume Correlation
ALGORITHMIC
The VIRT-SPY Volume Correlation strategy trades $VIRT based on $SPY trading volume. Specifically, the strategy sells $VIRT when there is a drop in $SP...
Asset Type
Equity
Annual Return
14.89%
Trades Per Day
0.34
Days Active
1827
Maximum Drawdown
29.63%
Total Return
46.82%
Fees: 0.04% per month
Recession Resistant
ALGORITHMIC
Designed to weather economic downturns and provide stability in uncertain times, this strategy focuses on a diversified portfolio of recession-resista...
Asset Type
Equity
Annual Return
7.81%
Trades Per Day
0.71
Days Active
1827
Maximum Drawdown
19.42%
Total Return
45.63%
Fees: 0.04% per month
RSI—Weighted ETFs
ALGORITHMIC
Forward-looking investment approach that relies on the Relative Strength Index (RSI) to inform its asset allocation decisions. Allocates investments i....
Asset Type
Equity
Annual Return
12.65%
Trades Per Day
0.37
Days Active
1827
Maximum Drawdown
30.66%
Total Return
80.39%
Fees: 0.04% per month
TQQQ—SPY Midday Reversal
ALGORITHMIC
Buy TQQQ at midday and sell at the end of day when there is a dip. Hold SPY with any remaining capital and the strategy will automatically initiate...
Asset Type
Equity
Annual Return
14.6%
Trades Per Day
9.87
Days Active
1826
Maximum Drawdown
16.52%
Total Return
107.09%
Fees: 0.04% per month
Creative Disruption: Investing in Innovative Ideas
ALGORITHMIC
The Creative Disruption: Investing in Innovative Ideas strategy aims to capture the potential growth and value creation driven by disruptive technology...
Asset Type
Equity
Annual Return
15.28%
Trades Per Day
0.23
Days Active
1827
Maximum Drawdown
36.88%
Total Return
103.62%
Fees: 0.04% per month
Climate Adaptation & Resilience
ALGORITHMIC
This strategy aims to address the challenges posed by climate change and capitalize on opportunities arising from the transition to a more sustainable...
Asset Type
Equity
Annual Return
15.56%
Trades Per Day
0.71
Days Active
1827
Maximum Drawdown
38.01%
Total Return
106.04%
Fees: 0.04% per month
Dividend Growth
ALGORITHMIC
Strategy focused on leading companies with strong fundamentals & history of dividend growth
Asset Type
Equity
Annual Return
16.57%
Trades Per Day
0.01
Days Active
1827
Maximum Drawdown
24.78%
Total Return
113.65%
Fees: 0.04% per month
KO-PEP Arbitrage
ALGORITHMIC
KO-PEP Arbitrage is a rule-based algorithm that tracks the divergence between $KO and $PEP on the daily timeframe. Trading logic: The basic idea is th...
Asset Type
Equity
Annual Return
16.72%
Trades Per Day
1.78
Days Active
1827
Maximum Drawdown
33.6%
Total Return
116.62%
Fees: 0.04% per month
Betting on Profits: Casino, Sports Betting, & Gaming
ALGORITHMIC
This strategy focuses on capitalizing on the potential growth and profitability within the casino, sports betting, and gaming industry. By strategical...
Asset Type
Equity
Annual Return
18.24%
Trades Per Day
0.25
Days Active
1772
Maximum Drawdown
74.2%
Total Return
125.35%
Fees: 0.04% per month
FAANG Insider Trading
ALGORITHMIC
The FAANG Insider Trading investing strategy focuses on leveraging information about stock purchases or sales by insiders within some of the most prom...
Asset Type
Equity
Annual Return
20.9%
Trades Per Day
1.63
Days Active
1827
Maximum Drawdown
40.91%
Total Return
156.00%
Fees: 0.04% per month
Nanotechnology Innovators
ALGORITHMIC
The Nanotechnology Innovators Strategy is designed to capture the potential growth and advancements in the field of nanotechnology through investing...
Asset Type
Equity
Annual Return
2169%
Trades Per Day
0.57
Days Active
1827
Maximum Drawdown
2822%
Total Return
166.68%
Fees: 0.04% per month
GLD—Tech Rotation
ALGORITHMIC
The GLD Tech Rotation strategy is an algorithmic investment approach that alternates positions between the ProShares UltraPro QQQ ETF (TQQQ) and the S...
Asset Type
Equity
Annual Return
23.63%
Trades Per Day
1.38
Days Active
1827
Maximum Drawdown
54.97%
Total Return
188.86%
Fees: 0.04% per month
Envirotech / Cleantech
ALGORITHMIC
The Envirotech / Cleantech strategy is driven by a diverse selection of companies that are at the forefront of environmental transformation. These com...
Asset Type
Equity
Annual Return
25.04%
Trades Per Day
0.69
Days Active
1827
Maximum Drawdown
45.5%
Total Return
205.61%
Fees: 0.04% per month
Fee-Free T. Rowe Opportunities Fund Tracker
ALGORITHMIC
T. Rowe Price is a Baltimore-based mutual fund provider that has over 1.3T AUM. They focus on personal retirement investing. This is a copy trading bo...
Asset Type
Equity
Annual Return
27.9%
Trades Per Day
0.01
Days Active
1827
Maximum Drawdown
44.46%
Total Return
238.26%
Fees: 0.04% per month
Tesla Short and Long EMA
ALGORITHMIC
The TSLA Short & Long EMA strategy uses both short-term (a 10-day EMA) and long-term (a 50-day EMA) price movements of the TSLA stock to generate buy...
Asset Type
Equity
Annual Return
43.89%
Trades Per Day
0.42
Days Active
1827
Maximum Drawdown
57.07%
Total Return
506.21%
Fees: 0.04% per month
Fee Free T. Rowe US Equity Research Tracker
ALGORITHMIC
T. Rowe Price is a Baltimore-based mutual fund provider that has over 1.3T AUM. They focus on personal retirement investing. This is a copy trading bo...
Asset Type
Equity
Annual Return
38.19%
Trades Per Day
0.01
Days Active
1827
Maximum Drawdown
52.76%
Total Return
403.92%
Fees: 0.04% per month
AAPL GOOG Arb
ALGORITHMIC
AAPL GOOG Arb is a rule-based algorithm that tracks the divergence between $AAPL and $GOOG on the hourly timeframe. Trading logic: The basic idea i...
Asset Type
Equity
Annual Return
30.69
Trades Per Day
2.65
Days Active
1826
Maximum Drawdown
30.25%
Total Return
318.16%
Fees: 0.04% per month
Investing In China
THEMATIC
Investing in the top Chinese companies based on fundamentals, performance, and competitive moat.
Asset Type
Annual Return
52.17%
Trades Per Day
0.15
Days Active
418
Maximum Drawdown
32.41
Total Return
58.79
Actively Trading
Investing In Argentina
THEMATIC
Curated selection of the top Argentinian companies based on company fundamentals, performance, and competitive moat.
Asset Type
Equity
Annual Return
23.25%
Trades Per Day
0.25
Days Active
1827
Maximum Drawdown
52.60%
Total Return
184.15%
Actively Trading
Biotech Breakthroughs
THEMATIC
Description: The Biotech Breakthroughs Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the latest innovations...
Asset Type
Equity
Annual Return
24.49%
Trades Per Day
0.68
Days Active
856
Maximum Drawdown
22.09%
Total Return
95.91%
Actively Trading
Global Real Estate Exposure
THEMATIC
The Global Real Estate Thematic Investing Strategy is designed to provide long-term capital appreciation by investing in a diversified portfolio of pu
Asset Type
Equity
Annual Return
13.48%
Trades Per Day
0.62
Days Active
1827
Maximum Drawdown
42.59%
Total Return
56.64%
Actively Trading
AI & IOT
THEMATIC
The AI & IoT theme is a targeted investment strategy that aims to capitalize on the growth and innovation within the Artificial Intelligence (AI) and...
Asset Type
Equity
Annual Return
5.51%
Trades Per Day
0.87
Days Active
1136
Maximum Drawdown
49.72%
Total Return
18.09%
Actively Trading
Genomics & Precision Medicine
THEMATIC
The Genomics and Precision Medicine Thematic Strategy is a long-term investment strategy designed to capitalize on the advancements and growth potenti...
Asset Type
Equity
Annual Return
7.53%
Trades Per Day
0.67
Days Active
1723
Maximum Drawdown
49.27%
Total Return
40.8%
Actively Trading
AI Innovators
THEMATIC
The Artificial Intelligence Innovators Thematic Strategy is a long-term investment strategy designed to capitalize on the growth and innovation within...
Asset Type
Equity
Annual Return
11.55%
Trades Per Day
0.24
Days Active
1723
Maximum Drawdown
47.46%
Total Return
67.42%
Actively Trading
Carbon Capture & Storage Champions
THEMATIC
The Carbon Capture & Storage theme is a focused investment strategy that seeks to capitalize on the growth and innovation within the carbon capture, u...
Asset Type
Equity
Annual Return
12.54%
Trades Per Day
0.44
Days Active
1827
Maximum Drawdown
51.63%
Total Return
80.46%
Actively Trading
Women CEOs
THEMATIC
ntroducing the empowering "Women CEOs" thematic strategy — a visionary investment approach that celebrates and champions the rise of women leaders in...
Asset Type
Equity
Annual Return
18.76%
Trades Per Day
0.92
Days Active
1519
Maximum Drawdown
20.99%
Total Return
90.34%
Actively Trading
Robotics & Automation Advancements
THEMATIC
The Robotics & Automation Advancements Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the growing adoption o...
Asset Type
Equity
Annual Return
18.1%
Trades Per Day
0.55
Days Active
1827
Maximum Drawdown
42.21%
Total Return
129.6%
Actively Trading
Future of Consumer Tech
THEMATIC
The Future of Consumer Tech Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the rapid evolution and growth of...
Asset Type
Equity
Annual Return
20.75%
Trades Per Day
0.70
Days Active
1709
Maximum Drawdown
53.96%
Total Return
141.44%
Actively Trading
Next-Gen Data Infrastructure
THEMATIC
The Next-Gen Data Infrastructure Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the growing demand for advan...
Asset Type
Equity
Annual Return
20.93%
Trades Per Day
0.46
Days Active
1722
Maximum Drawdown
36.53%
Total Return
144.75%
Actively Trading
Deep Tech
THEMATIC
The Deep Tech Innovators Thematic Investing Strategy is a long-term investment approach designed to leverage the revolutionary advancements in deep te...
Asset Type
Equity
Annual Return
27.08%
Trades Per Day
0.70
Days Active
1722
Maximum Drawdown
40.7%
Total Return
208.65
Actively Trading
Green Investing
THEMATIC
The Green Investing Thematic Strategy is a focused investment approach designed to capitalize on the growing global demand for environmentally-friendly...
Asset Type
Equity
Annual Return
27.74%
Trades Per Day
0.60
Days Active
1827
Maximum Drawdown
48.95%
Total Return
239.83%
Actively Trading
Sustainable Future
THEMATIC
The Sustainable Future Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the growing demand for sustainable sol...
Asset Type
Equity
Annual Return
27.96%
Trades Per Day
0.25
Days Active
1827
Maximum Drawdown
39.41%
Total Return
242.44%
Actively Trading
Black-Owned Businesses
THEMATIC
The Black Owned Businesses strategy is a socially responsible, automated investing approach that buys and holds Black-owned businesses. While the stra...
Asset Type
Equity
Annual Return
33.62%
Trades Per Day
0.14
Days Active
1827
Maximum Drawdown
54.93%
Total Return
325.92%
Actively Trading
Feeless Automotive ETF
THEMATIC
The Feeless Automotive ETF investing strategy is an ETF-style approach that holds $TM, $F, $TSLA, and $GM proportional to RSI. This weighting encourag...
Asset Type
Equity
Annual Return
28.12%
Trades Per Day
0.44
Days Active
1827
Maximum Drawdown
50.41%
Total Return
241.14%
Actively Trading
Investing In Argentina
THEMATIC
Curated selection of the top Argentinian companies based on company fundamentals, performance, and competitive moat.
Asset Type
Equity
Annual Return
23.25%
Trades Per Day
0.25
Days Active
1827
Maximum Drawdown
52.60%
Total Return
184.15%
Actively Trading
Mean Reversion
ALGORITHMIC
The Mean Reversion trading strategy is implemented in the provided Python code within the "main.py" file of the Surmount trading package. This strateg...
Asset Type
Equity
Annual Return
11.47%
Trades Per Day
0.74
Days Active
1827
Maximum Drawdown
18.53%
Total Return
71.18%
Actively Trading
Biotech Breakthroughs
THEMATIC
Description: The Biotech Breakthroughs Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the latest innovations...
Asset Type
Equity
Annual Return
24.49%
Trades Per Day
0.68
Days Active
856
Maximum Drawdown
22.09%
Total Return
95.91%
Actively Trading
Global Real Estate Exposure
THEMATIC
The Global Real Estate Thematic Investing Strategy is designed to provide long-term capital appreciation by investing in a diversified portfolio of pu
Asset Type
Equity
Annual Return
13.48%
Trades Per Day
0.62
Days Active
1827
Maximum Drawdown
42.59%
Total Return
56.64%
Actively Trading
$VIRT SPY Volume Correlation
ALGORITHMIC
The VIRT-SPY Volume Correlation strategy trades $VIRT based on $SPY trading volume. Specifically, the strategy sells $VIRT when there is a drop in $SP...
Asset Type
Equity
Annual Return
14.89%
Trades Per Day
0.34
Days Active
1827
Maximum Drawdown
29.63%
Total Return
46.82%
Actively Trading
AI & IOT
THEMATIC
The AI & IoT theme is a targeted investment strategy that aims to capitalize on the growth and innovation within the Artificial Intelligence (AI) and...
Asset Type
Equity
Annual Return
5.51%
Trades Per Day
0.87
Days Active
1136
Maximum Drawdown
49.72%
Total Return
18.09%
Actively Trading
Genomics & Precision Medicine
THEMATIC
The Genomics and Precision Medicine Thematic Strategy is a long-term investment strategy designed to capitalize on the advancements and growth potenti...
Asset Type
Equity
Annual Return
7.53%
Trades Per Day
0.67
Days Active
1723
Maximum Drawdown
49.27%
Total Return
40.8%
Actively Trading
Recession Resistant
ALGORITHMIC
Designed to weather economic downturns and provide stability in uncertain times, this strategy focuses on a diversified portfolio of recession-resista...
Asset Type
Equity
Annual Return
7.81%
Trades Per Day
0.71
Days Active
1827
Maximum Drawdown
19.42%
Total Return
45.63%
Actively Trading
AI Innovators
THEMATIC
The Artificial Intelligence Innovators Thematic Strategy is a long-term investment strategy designed to capitalize on the growth and innovation within...
Asset Type
Equity
Annual Return
11.55%
Trades Per Day
0.24
Days Active
1723
Maximum Drawdown
47.46%
Total Return
67.42%
Actively Trading
Carbon Capture & Storage Champions
THEMATIC
The Carbon Capture & Storage theme is a focused investment strategy that seeks to capitalize on the growth and innovation within the carbon capture, u...
Asset Type
Equity
Annual Return
12.54%
Trades Per Day
0.44
Days Active
1827
Maximum Drawdown
51.63%
Total Return
80.46%
Actively Trading
RSI—Weighted ETFs
ALGORITHMIC
Forward-looking investment approach that relies on the Relative Strength Index (RSI) to inform its asset allocation decisions. Allocates investments i....
Asset Type
Equity
Annual Return
12.65%
Trades Per Day
0.37
Days Active
1827
Maximum Drawdown
30.66%
Total Return
80.39%
Actively Trading
Creative Disruption: Investing in Innovative Ideas
ALGORITHMIC
The Creative Disruption: Investing in Innovative Ideas strategy aims to capture the potential growth and value creation driven by disruptive technology...
Asset Type
Equity
Annual Return
15.28%
Trades Per Day
0.23
Days Active
1827
Maximum Drawdown
36.88%
Total Return
103.62%
Actively Trading
Climate Adaptation & Resilience
ALGORITHMIC
This strategy aims to address the challenges posed by climate change and capitalize on opportunities arising from the transition to a more sustainable...
Asset Type
Equity
Annual Return
15.56%
Trades Per Day
0.71
Days Active
1827
Maximum Drawdown
38.01%
Total Return
106.04%
Actively Trading
Dividend Growth
ALGORITHMIC
Strategy focused on leading companies with strong fundamentals & history of dividend growth
Asset Type
Equity
Annual Return
16.57%
Trades Per Day
0.01
Days Active
1827
Maximum Drawdown
24.78%
Total Return
113.65%
Actively Trading
KO-PEP Arbitrage
ALGORITHMIC
KO-PEP Arbitrage is a rule-based algorithm that tracks the divergence between $KO and $PEP on the daily timeframe. Trading logic: The basic idea is th...
Asset Type
Equity
Annual Return
16.72%
Trades Per Day
1.78
Days Active
1827
Maximum Drawdown
33.6%
Total Return
116.62%
Actively Trading
Women CEOs
THEMATIC
ntroducing the empowering "Women CEOs" thematic strategy — a visionary investment approach that celebrates and champions the rise of women leaders in...
Asset Type
Equity
Annual Return
18.76%
Trades Per Day
0.92
Days Active
1519
Maximum Drawdown
20.99%
Total Return
90.34%
Actively Trading
Robotics & Automation Advancements
THEMATIC
The Robotics & Automation Advancements Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the growing adoption o...
Asset Type
Equity
Annual Return
18.1%
Trades Per Day
0.55
Days Active
1827
Maximum Drawdown
42.21%
Total Return
129.6%
Actively Trading
Betting on Profits: Casino, Sports Betting, & Gaming
ALGORITHMIC
This strategy focuses on capitalizing on the potential growth and profitability within the casino, sports betting, and gaming industry. By strategical...
Asset Type
Equity
Annual Return
18.24%
Trades Per Day
0.25
Days Active
1772
Maximum Drawdown
74.2%
Total Return
125.35%
Actively Trading
Future of Consumer Tech
THEMATIC
The Future of Consumer Tech Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the rapid evolution and growth of...
Asset Type
Equity
Annual Return
20.75%
Trades Per Day
0.70
Days Active
1709
Maximum Drawdown
53.96%
Total Return
141.44%
Actively Trading
FAANG Insider Trading
ALGORITHMIC
The FAANG Insider Trading investing strategy focuses on leveraging information about stock purchases or sales by insiders within some of the most prom...
Asset Type
Equity
Annual Return
20.9%
Trades Per Day
1.63
Days Active
1827
Maximum Drawdown
40.91%
Total Return
156.00%
Actively Trading
Next-Gen Data Infrastructure
THEMATIC
The Next-Gen Data Infrastructure Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the growing demand for advan...
Asset Type
Equity
Annual Return
20.93%
Trades Per Day
0.46
Days Active
1722
Maximum Drawdown
36.53%
Total Return
144.75%
Actively Trading
Nanotechnology Innovators
ALGORITHMIC
The Nanotechnology Innovators Strategy is designed to capture the potential growth and advancements in the field of nanotechnology through investing...
Asset Type
Equity
Annual Return
2169%
Trades Per Day
0.57
Days Active
1827
Maximum Drawdown
2822%
Total Return
166.68%
Actively Trading
GLD—Tech Rotation
ALGORITHMIC
The GLD Tech Rotation strategy is an algorithmic investment approach that alternates positions between the ProShares UltraPro QQQ ETF (TQQQ) and the S...
Asset Type
Equity
Annual Return
23.63%
Trades Per Day
1.38
Days Active
1827
Maximum Drawdown
54.97%
Total Return
188.86%
Actively Trading
Envirotech / Cleantech
ALGORITHMIC
The Envirotech / Cleantech strategy is driven by a diverse selection of companies that are at the forefront of environmental transformation. These com...
Asset Type
Equity
Annual Return
25.04%
Trades Per Day
0.69
Days Active
1827
Maximum Drawdown
45.5%
Total Return
205.61%
Actively Trading
Deep Tech
THEMATIC
The Deep Tech Innovators Thematic Investing Strategy is a long-term investment approach designed to leverage the revolutionary advancements in deep te...
Asset Type
Equity
Annual Return
27.08%
Trades Per Day
0.70
Days Active
1722
Maximum Drawdown
40.7%
Total Return
208.65
Actively Trading
Green Investing
THEMATIC
The Green Investing Thematic Strategy is a focused investment approach designed to capitalize on the growing global demand for environmentally-friendly...
Asset Type
Equity
Annual Return
27.74%
Trades Per Day
0.60
Days Active
1827
Maximum Drawdown
48.95%
Total Return
239.83%
Actively Trading
Fee-Free T. Rowe Opportunities Fund Tracker
ALGORITHMIC
T. Rowe Price is a Baltimore-based mutual fund provider that has over 1.3T AUM. They focus on personal retirement investing. This is a copy trading bo...
Asset Type
Equity
Annual Return
27.9%
Trades Per Day
0.01
Days Active
1827
Maximum Drawdown
44.46%
Total Return
238.26%
Actively Trading
Sustainable Future
THEMATIC
The Sustainable Future Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the growing demand for sustainable sol...
Asset Type
Equity
Annual Return
27.96%
Trades Per Day
0.25
Days Active
1827
Maximum Drawdown
39.41%
Total Return
242.44%
Actively Trading
Tesla Short and Long EMA
ALGORITHMIC
The TSLA Short & Long EMA strategy uses both short-term (a 10-day EMA) and long-term (a 50-day EMA) price movements of the TSLA stock to generate buy...
Asset Type
Equity
Annual Return
43.89%
Trades Per Day
0.42
Days Active
1827
Maximum Drawdown
57.07%
Total Return
506.21%
Actively Trading
Fee Free T. Rowe US Equity Research Tracker
ALGORITHMIC
T. Rowe Price is a Baltimore-based mutual fund provider that has over 1.3T AUM. They focus on personal retirement investing. This is a copy trading bo...
Asset Type
Equity
Annual Return
38.19%
Trades Per Day
0.01
Days Active
1827
Maximum Drawdown
52.76%
Total Return
403.92%
Actively Trading
Black-Owned Businesses
THEMATIC
The Black Owned Businesses strategy is a socially responsible, automated investing approach that buys and holds Black-owned businesses. While the stra...
Asset Type
Equity
Annual Return
33.62%
Trades Per Day
0.14
Days Active
1827
Maximum Drawdown
54.93%
Total Return
325.92%
Actively Trading
Feeless Automotive ETF
THEMATIC
The Feeless Automotive ETF investing strategy is an ETF-style approach that holds $TM, $F, $TSLA, and $GM proportional to RSI. This weighting encourag...
Asset Type
Equity
Annual Return
28.12%
Trades Per Day
0.44
Days Active
1827
Maximum Drawdown
50.41%
Total Return
241.14%
Actively Trading
TQQQ—SPY Midday Reversal
ALGORITHMIC
Buy TQQQ at midday and sell at the end of day when there is a dip. Hold SPY with any remaining capital and the strategy will automatically initiate...
Asset Type
Equity
Annual Return
14.6%
Trades Per Day
9.87
Days Active
1826
Maximum Drawdown
16.52%
Total Return
107.09%
Actively Trading
AAPL GOOG Arb
ALGORITHMIC
AAPL GOOG Arb is a rule-based algorithm that tracks the divergence between $AAPL and $GOOG on the hourly timeframe. Trading logic: The basic idea i...
Asset Type
Equity
Annual Return
30.69
Trades Per Day
2.65
Days Active
1826
Maximum Drawdown
30.25%
Total Return
318.16%
Actively Trading
Climate Adaptation & Resilience
ALGORITHMIC
This strategy aims to address the challenges posed by climate change and capitalize on opportunities arising from the transition to a more sustainable...
Asset Type
Equity
Annual Return
15.56%
Trades Per Day
0.71
Days Active
1827
Maximum Drawdown
38.01%
Total Return
106.04%
Actively Trading
Women CEOs
THEMATIC
ntroducing the empowering "Women CEOs" thematic strategy — a visionary investment approach that celebrates and champions the rise of women leaders in...
Asset Type
Equity
Annual Return
18.76%
Trades Per Day
0.92
Days Active
1519
Maximum Drawdown
20.99%
Total Return
90.34%
Actively Trading
Future of Consumer Tech
THEMATIC
The Future of Consumer Tech Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the rapid evolution and growth of...
Asset Type
Equity
Annual Return
20.75%
Trades Per Day
0.70
Days Active
1709
Maximum Drawdown
53.96%
Total Return
141.44%
Actively Trading
FAANG Insider Trading
ALGORITHMIC
The FAANG Insider Trading investing strategy focuses on leveraging information about stock purchases or sales by insiders within some of the most prom...
Asset Type
Equity
Annual Return
20.9%
Trades Per Day
1.63
Days Active
1827
Maximum Drawdown
40.91%
Total Return
156.00%
Actively Trading
Nanotechnology Innovators
ALGORITHMIC
The Nanotechnology Innovators Strategy is designed to capture the potential growth and advancements in the field of nanotechnology through investing...
Asset Type
Equity
Annual Return
2169%
Trades Per Day
0.57
Days Active
1827
Maximum Drawdown
2822%
Total Return
166.68%
Actively Trading
Envirotech / Cleantech
ALGORITHMIC
The Envirotech / Cleantech strategy is driven by a diverse selection of companies that are at the forefront of environmental transformation. These com...
Asset Type
Equity
Annual Return
25.04%
Trades Per Day
0.69
Days Active
1827
Maximum Drawdown
45.5%
Total Return
205.61%
Actively Trading
Tesla Short and Long EMA
ALGORITHMIC
The TSLA Short & Long EMA strategy uses both short-term (a 10-day EMA) and long-term (a 50-day EMA) price movements of the TSLA stock to generate buy...
Asset Type
Equity
Annual Return
43.89%
Trades Per Day
0.42
Days Active
1827
Maximum Drawdown
57.07%
Total Return
506.21%
Actively Trading
Black-Owned Businesses
THEMATIC
The Black Owned Businesses strategy is a socially responsible, automated investing approach that buys and holds Black-owned businesses. While the stra...
Asset Type
Equity
Annual Return
33.62%
Trades Per Day
0.14
Days Active
1827
Maximum Drawdown
54.93%
Total Return
325.92%
Actively Trading
AAPL GOOG Arb
ALGORITHMIC
AAPL GOOG Arb is a rule-based algorithm that tracks the divergence between $AAPL and $GOOG on the hourly timeframe. Trading logic: The basic idea i...
Asset Type
Equity
Annual Return
30.69
Trades Per Day
2.65
Days Active
1826
Maximum Drawdown
30.25%
Total Return
318.16%
Actively Trading
Feeless Automotive ETF
THEMATIC
The Feeless Automotive ETF investing strategy is an ETF-style approach that holds $TM, $F, $TSLA, and $GM proportional to RSI. This weighting encourag...
Asset Type
Equity
Annual Return
28.12%
Trades Per Day
0.44
Days Active
1827
Maximum Drawdown
50.41%
Total Return
241.14%
Actively Trading

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