Alpha Vee Solutions Investment models perform well over time because they use a combination of quantitative and qualitative analysis to identify the best opportunities in the markets. The models are designed to identify undervalued securities, and they are constantly monitored to ensure that they remain effective and up to date with the latest market developments. They also use sophisticated risk management strategies to reduce the risks associated with investing. This combination of methodology and tools allows the models to outperform the market over long periods of time.
Click on any one of the strategies below to see a full description & live performance.
You may also subscribe to weekly strategy reports by clicking on the
"Get The Full Report" button in the strategies you would like to follow.
Symbol | Strategy | Morningstar ID | YTD | CAGR* | SD* |
---|---|---|---|---|---|
AVT5EQTB cboe | Alpha Vee Risk Managed Top 5 Sector Equities & Treasury Bondsmethodologyaudit | F00001G5X8 | |||
AVT5ETTB cboe | Alpha Vee Risk Managed Top 5 Sector ETFs & Treasuriesmethodologyaudit | F00001G5X3 | |||
AVUSEQTB | Alpha Vee Risk Managed US Equity & Treasury Bondsmethodology | F00001G5GV | |||
AVRMENEQ cboe | Alpha Vee Risk Managed Enhanced US Equitymethodology | F00001G5L3 | |||
AVUSEQHD | Alpha Vee Risk Managed Hedged US Equity | F00001G5P1 | |||
AVT5EQHD | Alpha Vee Risk Managed Hedged US Top 5 Sectors | F00001G5P0 |
* Since inception
Symbol | Strategy | Morningstar ID | YTD | CAGR* | SD* |
---|---|---|---|---|---|
ALVDLCD100 | Alpha Vee U.S. Large Cap Dividend 100 | ||||
ALVDLC100 | Alpha Vee U.S. Large Cap 100 | ||||
AVUSMEGA cboe | Alpha Vee US Mega Capmethodology | F00001G5GU | |||
AVDUS1 | Dynamic U.S. Growth Equity | ||||
AVDUS2 | Dynamic U.S. Low Volatility Equity | ||||
AVDUS3 | Dynamic U.S. Sector Value Equity | ||||
AVDUS4 | Dynamic U.S. Industrial Equity |
* Since inception
Symbol | Strategy | Morningstar ID | YTD | CAGR* | SD* |
---|---|---|---|---|---|
AVT5SMID cboe | Alpha Vee Risk Managed SMID Top 5 Sector Equitiesmethodologyaudit | F00001FUG5 | |||
AVUSMCTB | Alpha Vee Risk Managed Mid Cap | F00001G5OY |
* Since inception
Symbol | Strategy | Morningstar ID | YTD | CAGR* | SD* |
---|---|---|---|---|---|
AVGRNTSP cboe | Alpha Vee Green Transportationmethodology | F00001G5XA |
* Since inception
Symbol | Strategy | Morningstar ID | YTD | CAGR* | SD* |
---|---|---|---|---|---|
AVCHQYLD cboe | Alpha Vee Quality Yieldmethodology | F00001G5OZ | |||
AVFIXINC | Alpha Vee Risk Managed Fixed Income | F00001G5OL |
* Since inception
* Since inception