Alpha-Strat

Alpha-Strat develops strategies to enable investors to increase investment alpha (performance) while maintaining or reducing beta (risk).

Alpha-Strat’s strategies incorporate Dynasty Wealth’s suite of investing products and core expertise in the following:

• Trading and investing algorithms
• Startups investing

Alpha-Strat’s strategies are applicable to investors who fit the following profiles.

The common denominator and engine which powers the majority of Alpha-Strat’s strategies is the Bull & Bear Tracker (BBT) algorithm. 

The algorithm which has a 2+ years track record monitors global markets volatility 24/7, and 365 days per year. The BBT’s signals are utilized by professional and novice traders to trade long or short market index ETFs and Futures 365 days per year.

The chart below depicts that from July 1, 2019, to June 30, 2020 the BBT’s signals generated substantive alpha with a cumulative gain of 26.8% as compared to S&P 500’s 7.5%.

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The chart below is the same as the chart above with one exception.  The addition of the green shaded area depicts the percent of the time per month in which the portfolio was at risk

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The chart above depicts that traders who utilized the Bull & Bear Tracker had significantly less risk or lower beta when compared to the S&P 500.  The average percent of time per month in which assets were at risk was 46.75% for the 12 months.  The highest percentage of time at risk was 100% (July 2019).  For 2020, the lowest percentage of time at risk was 7% (April 2020) and highest was 37% (June 2020).  

A complete track record including signal success ratios for Bull & Bear Tracker is available.  

The snapshot below is from the video entitled “Start Engine shares have potential to multiply by 8 times as a crowdfunding first mover” which YouTube published.  The Dynasty Wealth produced video provided the rationale for its recommendation of StartEngine shares to its members.  As of August 1, 2020, StartEngine shares had multiplied by 2.25 times.