Hedgestar

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Your Personalized Index Fund


Long-Term Growth

More and more, S&P 500 is seen as the benchmark of the U.S. stock market. On average, annual return for the S&P 500 from 1928 to 2014 is approximately 11%. Though past performance is no indication of future results, over an investment period of 10 years or more, taking into consideration volatility and adjusted for inflation, realistically one can expect to earn around 6% - 7% return from the stock market.

You are a DIY investor or a small fund manager, we can help you focus on long-term growth of your stock based portfolio through systematic investing strategies involving established and novel statistical and quantitative models for strategic asset allocation. We are here to help democratize hedgefund style investing !


Stocks or Index Funds

It's tough for most individual investor to actually be invested in the S&P 500 since that would mean buying 500 individual stocks. Instead you could invest in an index funds that mirrors S&P's long term performance. Investing in an index fund is a form of passive investing. But what if you want to have more active control over your index fund ? What if you want to try and see if you can do better than the market ? Do you know how to manage them over time ?

How about best of both worlds ! We can help you build, optimize, grow and manage your own personalized index fund composed of selected top 500 S&P stocks based on your risk profile and investment amount through our novel portfolio re-balancing strategy. You literally can become your own fund manager.


Re-Balancing Strategy

As an individual investor you have bought some stocks. You hold them for some time and then decide its time to re-balance your portfolio based on your understanding of the market conditions. How would you go about doing it ? Do you have time to research every strategy? For an individual's investment success, when you chooses to enter the market and having a sound portfolio re-balancing strategy is key to the long-term growth.

We are here to help ! When you decide its time to to re-balance your portfolio, we do the heavy-lifting of computing which stocks in your portfolio to sell, buy or hold using a novel optimization algorithm that attempts to reduce loss while at the same time tries to increase expected return so that your portfolio over long-term, on average, tends to perform at par or better than S&P 500 Index.


Why Hedgestar ?


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