AI & TechCurated by Okie
AI Leaders
A quality-weighted basket of the companies building the AI economy.
Historical performance
+57.3%
1Y return
1M3M1YALL
Illustrative backtest. Past performance does not guarantee future results.
About this strategy.
AI Leaders provides focused exposure to liquid, profitable companies with material participation in the artificial-intelligence economy. The strategy balances business quality, market liquidity, and position concentration instead of following market capitalization alone.
Methodology.
1
Select profitable leaders with material AI exposure.
2
Weight holdings by quality and market liquidity.
3
Rebalance monthly when weights drift beyond 5%.
4
Limit any single holding to 30% of the basket.
Allocation.
x
NVDA
Tokenized equity
30%
x
MSFT
Tokenized equity
25%
x
GOOGL
Tokenized equity
25%
x
META
Tokenized equity
20%