Category: Capital Commentary
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Portfolio Updates, 12/23/2023
In the past week, The Numbers has been making moves in its portfolio, trading a total of 11 equities. Let’s take a closer look at the performance of each stock. Starting on a positive note, The Numbers went long on shares of Amazon.com, resulting in a solid return of 0.88%. This is a testament to the…
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Portfolio updates, 12/16/2023
Over the past week, The Numbers has been actively trading in its portfolio, with a total of seven equities being traded. Let’s dive into the performance of each stock to see how they contributed to the overall gain or loss. First up is Advanced Micro Devices (AMD). The decision to go long on AMD proved…
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The Power of the Smart Sharpe Ratio
Beyond Traditional Metrics: Embracing the Serenity Ratio’s Insight In the realm of investment, understanding and managing risk is paramount. At The Numbers, we’ve elevated this understanding by integrating the insights of the Serenity Ratio into our Smart Sharpe Ratio, an approach that has led us to an impressive 6.4% ratio. The Serenity Ratio: A Deeper…
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Portfolio updates, 11/25/2023
In the past week, The Numbers has been busy trading and managing its portfolio with a keen eye on the market. Let’s take a closer look at the performance of the 7 equities that were in play. Starting on a positive note, we made a bullish move and went long on shares of Eli Lilly…
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The Numbers’ Remarkable AI Portfolio Performance
Welcome to The Numbers, a Private Investment Partnership at the forefront of technological and financial convergence, where we leverage Artificial Intelligence to unlock new paradigms in investment strategies. Our journey, though centered around precise and calculative approaches, has serendipitously led us to a milestone we never explicitly aimed for: consistently outperforming the S&P500. A Statistical…
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Portfolio updates, 9/15/2023
In the past week, The Numbers made some interesting trades in its portfolio. Let’s dive into the performance of these stocks and see how they fared. First up, we took a bullish stance on Verizon Communications. It proved to be a wise decision as the stock gained 0.82% during this period. Verizon, a leading telecommunications…
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A New Era of Transparency: Our Commitment to Accountability
In the complex world of finance, trust is paramount. However, history is riddled with moments where that trust was betrayed. Bernie Madoff’s scandalous Ponzi scheme serves as a haunting reminder of the depths to which trust can be breached. Clients, stakeholders, and the public at large were left shocked and hurt. In such cases, the…
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Number Picker Machine
The founder and principal of The Numbers, Jason, was discussing the AI strategies for the fund with his 4 year old son one Friday afternoon. The conversation started getting into how exactly stocks for The Numbers were picked. What numbers were good, when looking at data? What numbers were bad? Jason’s son, Monsoon, drew this…
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Portfolio Updates, 9/8/2023
During the past week, The Numbers made moves in its portfolio with the goal of capitalizing on market trends. In this period, 2 equities were actively traded. One key highlight was our decision to go long on shares of Caterpillar, a popular global manufacturer of construction and mining equipment. This strategic move proved fruitful as…
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The Numbers’ Algorithmic and Tech Evolution
At The Numbers, our quest for perfection is ceaseless. We believe that in the fast-paced world of finance, innovation and adaptability form the cornerstone of consistent success. This month, we’ve taken significant steps to refine our infrastructure, processes, and algorithms to serve our mission better. Let’s take a closer look: In wrapping up, each change…