投資可以照抄作業嗎？

Hello everyone, I'm Terry. Welcome back to my channel. If you have watched my previous videos, you should know that I have shared with you my experience of using Seeking Alpha. Seeking Alpha is a community of investors that integrates various directions. There are many professional analysis articles on it. The articles are also very objective. If you have used or subscribed to their products, you should know that there is a very big difference between their analysis and those invited by mainstream media. This is also the main reason why I have been subscribing and referring to Seeking Alpha.

It's not just analysis, basically, all the data you need to know about a company, they've prepared for the users. For experienced investors, I think it's a very helpful support. For investment beginners, I think it's a good place to learn and find information.

Today I'm going to introduce you to a service produced by a independent research institution called AlphaPig. AlphaPig is a combination of various indicators created by their own internal analysis team to analyze all-round data through their own independent research.

Currently, their portfolio has 37 companies on it Each company has a clear rating, such as Strong Buy, which is a strong purchase suggestion, and then there is Buy and Hold Ratings This will also clearly tell you the percentage of the entire investment group of this company Then if you click on each rating, it will have a detailed analysis to tell users the logic behind their investment and why this rating is You can also see the time point of AlphaPick choosing this company

and the current rate of investment. The key point is the comparison between the Alpha Peak Portfolio and the S&P 500. They are clearly shown on their website. You can see that since they started the Alpha Peak service in 2022, the data of the stock market has been running in the all-round range so far.

What kind of services does AlphaPig provide? It actually gives you a portfolio. And every time they make adjustments, buy in or sell out, they will send you an email. Then the investors and users can build a portfolio that belongs to you according to their portfolio.

Some people will create their own investment group based on their analysis and stock selection. Some people will just copy their own research. If you copy your research, your investment return will follow their portfolio. Let's take a look at some of the companies that he invested in. The most popular one is Supermicrocomputer.

They bought it on October 15th, 2022. We can see that the price has increased 10 times since October 15th, 2022. It shows that it has a return of 800%. The entire portfolio is holding at 8.36%. The current rating is a strong buy. The other Meta that everyone knows bought it on August 15th, 2023.

On August 15, 2023, there is a return of about 50% to this point. This is a hold, which means that it is temporarily held. Don't move it. It accounts for 2.36% of the portfolio. Let's look at the loss. The top few are green, most of them are green. Let's take a look at the bottom. There are about six losses so far.

The company's sector is mainly in energy and healthcare. Trillium is now losing 13% of its revenue. They entered the market on February 1, 2024. The price was higher at that time.

But now the rating is still a strong buy. What I feel after using it for the past few weeks is that the concept of AlphaPick is actually like an initiative management ETF. Or like Berkshire, Buffett, etc. holding company. You can just build a warehouse according to their investment group or adjust your own warehouse. Unlike traditional ETFs, which pay a hundred percent management fee every year, AlphaPick is paid by subscription mode.

Users can see their current portfolio and actual portfolio updates. And after each update, you can operate it yourself or choose how to adjust your warehouse. Another point is that although you have to operate it yourself, the frequency of this operation is not very high. They give you a maximum of two to three times of additional or reduced warehouse signals a month. In addition, they will send you an electronic

It will tell you all the data and decision models you need to know Most of the time you can read the research data they provide to help you understand why they choose to add or reduce the warehouse only this company I think the biggest difference between Alphapick and other ETFs is that Alphapick allows you to learn more

Although it will tell you when to buy, when to sell, and how much to buy, you can understand the investment logic behind it through their quantitative research. Because investment is still your own business, you must be responsible for your own investment. If you are just simply investing in S&P500 ETFs, it depends on the performance of the entire market. I'm not saying this is bad, it's actually good, but this is a more passive way of investing. If we look at historical data, the performance of Alphapeg's investment group is currently much better than the big companies.

Of course, the past performance does not mean that it will definitely reflect in the future. So Alpha Peak has won the big game in the past two years. It does not mean that it will win the big game in the next five years or ten years. This needs time to verify. So I myself have a mindset of experiment. I opened an account on IB to test the performance of Alpha Peak. I will share the experiment results with you later.

I believe you must have heard this sentence Most hedge funds, hedge funds, and many actively managed funds are actually running big in the end Only a few institutions can continue to win big numbers in the long run So I'm also curious about the performance of AlphaPic in the future Because they have a whole team of analysts studying and analyzing And they don't have a single investment style Like Buffett is a value investment faction What about Cathie Wood?

They are more towards the direction of destructive innovation. Alpha Peak, they are based on the overall economy and the current trend to find the most attractive investment target. They refer to the basic aspects of the company, including value, growth, profitability, price mobility, and the corrected forward-looking revenue forecast to find the most attractive investment opportunity in the market. In fact, the principle behind it is still the same. It's all about using big data to make a model of stock selection. Then, like I said earlier,

AlphaPig doesn't give out frequent transactions because they have more confidence in their research. So usually after entering the market, they will run for a while. Most of them will hold for more than a year. Then the listed companies they choose must have a market value of at least $500 million. It means that they will not go to some low market value stocks.

Another thing to be clear is that AlphaPig is not an ETF. They don't actually manage funds. They are just simply producing quantitative research. Okay, that's a basic introduction to AlphaPig. I have already taken some money and built a portfolio on IB. I want to test how it will perform afterwards. It's still the same. These are not investment suggestions. I'm just sharing my own experiment and introducing AlphaPig's services. I will share the results of the experiment with you later.

Although AlphaPick seems to be a good investment group and it is an initiative management model But I still have a large part of the investment group is on the passive large-scale ETFs such as VOO This point needs to be made clear to everyone openly and transparently Finally, thank you Seeking Alpha for sponsoring today's video If you are interested in AlphaPick I will put the link in the information column at the bottom of the video Now you can get a subscription discount of $50 US dollars through my link registration

那最後我還是要說一下,AlphaPic的訂閱其實不便宜,它一年的訂閱費用是500塊美金,原價就是500塊美金,但他們也是花了很多的時間還有錢在收集大數據跟做量化分析。 所以他們團隊的目標是希望能夠提供用戶的價值可以遠遠超過500塊美金一年。

And you can not only get a higher reward than the big game on the investment, but also can learn how to choose stocks through their research. That's all for today's video. See you next time.