State of the art
The best in asset allocation
At Alphacubator, we also do research and develop our own strategies. The portfolios below are a result of that work.
Our long-term strategies seek to achieve equity-like returns with lower volatility and drawdowns compared to traditional funds. We do this by allocating risks in a balanced manner, adapting to market conditions and employing active security selection and asset allocation. We believe our approach is superior to traditional funds that allocate by capital (e.g. 60% stocks and 40% bonds), which are not risk managed throughout time and are reliant on strong economic growth environments in order to generate returns.
-
Diversified through ETF allocation
- All our strategies invest in Exchange-Traded Funds (ETFs). We do not invest in individual stocks. This allows us to be more diversified while being less risky in nature.
-
Cost efficient and easy to replicate
- Most of our strategies allocate between a select few assets and are rebalanced only once a month. This makes them easy to replicate manually. It also minimizes the number of transactions we need to execute, thus saving on transactions costs and taxes.
-
Risk managed
- We backtest our strategies using historical data, usually as far back as the 1990s or sometimes even the 1970s. This gives us a pretty good idea of returns and drawdowns that we can expect in the future. Our active approach to investing also allows us to adapt our allocation during unfavorable market conditions, thus minimizing the risks of investing in the stock market.
Price
Subscribe for $10 Per month
- Superior returns
- Risk managed
- Rebalancing updates
- 24/7 support
- Cancel any time
- 14 days free
List of αc Portfolios
| Strategy | Start year | Annual Return | Max Drawdown | Sharpe Ratio | Sortino Ratio | YTD | MTD |
|---|---|---|---|---|---|---|---|
| αc Compound Portfolio Comb | 2008 | 36% | -28.5% | 1.73 | 2.52 | 14.1% | 0.2% |
| αc Compound Portfolio I | 2007 | 21.6% | -38.2% | 1.18 | 1.69 | 18.1% | -1.8% |
| αc Compound Portfolio II | 2008 | 39.1% | -31.9% | 1.7 | 2.5 | 14.4% | 1.1% |
| αc Compound Portfolio III | 2008 | 37.8% | -32.4% | 1.69 | 2.45 | 18.7% | -0.2% |
| αc Compound Portfolio IV | 1997 | 32.9% | -44.1% | 1.32 | 1.98 | 8.2% | -0.5% |
| αc Developed Markets | 1970 | 15.9% | -26% | 1.23 | 1.79 | 16.6% | -1.9% |
| αc Developed Markets (CH) | 1979 | 20.2% | -23.2% | 1.35 | 1.98 | 17.9% | -0.9% |
| αc Funds of Funds I | 1976 | 13.1% | -17.5% | 1.52 | 2.24 | 7.8% | -1.3% |
| αc Funds of Funds I (CH) | 1979 | 16.7% | -21.6% | 1.61 | 2.38 | 9.2% | -0.4% |
| αc Funds of Funds II | 1976 | 9.6% | -12.1% | 1.77 | 2.63 | 3% | -0.9% |
| αc Funds of Funds III | 1976 | 15.2% | -19.3% | 1.48 | 2.17 | 11% | -1.3% |
| αc Funds of Funds IV | 2008 | 21.1% | -23.3% | 1.69 | 2.43 | 13.5% | -0.9% |
| αc Funds of Funds IX | 1977 | 15.7% | -18.1% | 1.69 | 2.55 | 0.9% | -1.9% |
| αc Funds of Funds IX (CH) | 1979 | 19.4% | -19.3% | 1.77 | 2.69 | 2% | -0.9% |
| αc Funds of Funds IX (M) | 1977 | 15.5% | -18.1% | 1.68 | 2.55 | 0.9% | -1.9% |
| αc Funds of Funds IX (RA) | 2013 | 12.8% | -14% | 1.31 | 1.91 | 1.8% | -1.8% |
| αc Funds of Funds V | 2008 | 18.8% | -21.1% | 1.74 | 2.52 | 8.6% | -0.7% |
| αc Funds of Funds V (CH) | 2009 | 20% | -22% | 1.66 | 2.4 | 9.8% | 0.3% |
| αc Funds of Funds VI | 2008 | 18% | -20.4% | 1.7 | 2.46 | 10.5% | -1% |
| αc Funds of Funds VI (CH) | 2009 | 19.1% | -21.4% | 1.59 | 2.3 | 11.8% | 0% |
| αc Funds of Funds VII | 1977 | 15% | -22.1% | 1.69 | 2.53 | 2% | -1.2% |
| αc Funds of Funds VIII | 1977 | 15.7% | -16.2% | 1.69 | 2.58 | 3.9% | -1.9% |
| αc Funds of Funds VIII (CH) | 1979 | 19.3% | -17.4% | 1.78 | 2.72 | 5.1% | -0.9% |
| αc Funds of Funds X | 1977 | 15.7% | -18.1% | 1.63 | 2.44 | 8.7% | -1.9% |
| αc Funds of Funds XI | 1976 | 15.9% | -17.6% | 1.45 | 2.12 | 9.7% | -2% |
| αc Funds of Funds XII | 1977 | 15.9% | -15.5% | 1.72 | 2.57 | 8.7% | -1.8% |
| αc Funds of Funds XIII | 1977 | 16.8% | -16.4% | 1.55 | 2.3 | 15.5% | -1.6% |
| αc International Equities | 1997 | 13.2% | -33.7% | 1 | 1.41 | 22.7% | -3% |
| αc International Equities II | 1996 | 12.2% | -21% | 1.04 | 1.46 | 16.5% | -3% |
| αc International Equities III | 1970 | 12.2% | -22.2% | 1.21 | 1.72 | 17.9% | -1.9% |
| αc Multi-Asset Defensive | 2004 | 14.4% | -15.4% | 1.02 | 1.5 | 6.8% | -2.9% |
| αc Multi-Asset Defensive II | 1977 | 15.9% | -20.4% | 1.54 | 2.34 | -1.4% | -1.7% |
| αc Multi-Asset Defensive II (RA) | 2013 | 13.6% | -14.8% | 1.18 | 1.77 | -0.4% | -1.5% |
| αc Multi-Asset Defensive III | 1977 | 16.2% | -21% | 1.44 | 2.14 | 14.3% | -1.4% |
| αc Multi-Asset Defensive III (CH) | 1979 | 20.4% | -21% | 1.57 | 2.36 | 15.7% | -0.4% |
| αc Multi-Asset Defensive III (RA) | 2013 | 12.8% | -19.4% | 0.94 | 1.35 | 15.3% | -1.1% |
| αc Multi-Asset Defensive IV | 1977 | 15.8% | -20.4% | 1.47 | 2.2 | 14.4% | -1.7% |
| αc Multi-Asset Defensive IV (CH) | 1979 | 19.8% | -21.4% | 1.6 | 2.41 | 15.7% | -0.7% |
| αc Multi-Asset Defensive IV (CH) (EU) | 2018 | 26% | -9.2% | 1.6 | 2.31 | 18% | -1.2% |
| αc Multi-Asset Defensive IV (CSH) | 1977 | 14.4% | -20.4% | 1.34 | 2.01 | 14.5% | -1.7% |
| αc Multi-Asset Defensive IV (RA) | 2013 | 14.4% | -14.8% | 1.19 | 1.75 | 15.3% | -1.5% |
| αc Multi-Asset Opportunities | 1976 | 15.4% | -28.3% | 1.2 | 1.73 | 9.1% | -1.5% |
| αc Multi-Asset Opportunities II | 1976 | 13.6% | -27.4% | 1.28 | 1.86 | 5.6% | -0.8% |
| αc Multi-Asset Opportunities III | 1976 | 12% | -24.7% | 1.25 | 1.8 | 6.4% | -0.9% |
| αc Multi-Asset Opportunities IV | 1976 | 15.1% | -14.8% | 1.56 | 2.33 | 9.5% | -2.2% |
| αc Multi-Asset Opportunities IV Slow/Fast | 1976 | 15% | -16.2% | 1.47 | 2.17 | 3.2% | -2.2% |
| αc Multi-Asset Opportunities IV Slow/Fast (BIM) | 1976 | 15.1% | -16.8% | 1.49 | 2.18 | 3.4% | -2.8% |
| αc Multi-Asset Opportunities IV Slow/Fast (RA) | 2006 | 14.4% | -13.8% | 1.22 | 1.77 | 4.1% | -2.1% |
| αc U.S. Equities | 1987 | 13.4% | -33.2% | 0.9 | 1.26 | 16.8% | -2.6% |
| αc U.S. Equities II | 1971 | 14.7% | -33.3% | 1.06 | 1.49 | 17.8% | -1.6% |
| αc UI Global Flexible | 1996 | 8.8% | -11.7% | 1.31 | 2.19 | 9.2% | -1.1% |
Last updated on September 22, 2021. Returns are exclusive of transaction fees and taxes.