Veloris Capital

Systematic Quant Strategy on eToro | US Large Caps | Institutional-Grade Risk Management | Ex Multi-Bn Fund Trader & Quant Engineer

[Veloris Capital @AlphaWizzard]

THE STRATEGY
AlphaWizzard is the quantitative investment strategy by Veloris Capital on eToro.

Two seasoned professionals with complementary expertise in institutional trading and quantitative engineering built a fully systematic approach for US large-cap stocks. We trade it with our own capital.

What began as a private approach for friends and family is now available to the eToro community.

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THREE SYSTEMATIC PILLARS
Every stock passes through three filters. No guesswork. All data.

1️⃣ Stock Universe
Quantitative screening: balance-sheet metrics, earnings quality, confirmed momentum.

2️⃣ Portfolio Optimizer
Multiple variants internally—only the best performer runs live.
CAGR & Sortino/Sharpe optimized | 15-30 stocks | Monthly rebalanced.

3️⃣ Risk Overlay
Daily risk-on/risk-off system | 20+ market signals.
Built on data back to 2008 | Walk-forward tested 6+ years.

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THE TEAM
Two experts. One process.

👤 Ronny – Strategy & Trading
20+ years at major banks | Multi-billion fund trader | CISI certified.

👤 Lukas – Strategy & Technology
20+ years quant development | Stocks & futures | Quant & Finance background.

💰 Combined skin in the game
Both partners with six-figure capital invested. Our interests are aligned.

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✅ Long-only | US Large Caps | No Leverage
📋 Min. $1,500 | Weekly & Monthly updates | Full transparency
🌐 https://t.co/KbT8p6qYPK

No performance and no management fees. No subscriptions.

Past performance ≠ future results. Capital at risk.

[Veloris Capital @AlphaWizzard]

9/ Know when to accelerate, know when to brake. Our three-pillar approach combines Stock Universe, Portfolio Optimizer, and Risk Overlay for systematic outperformance.

Copy the strategy on eToro: https://t.co/hWbZXNZz61...

[Veloris Capital @AlphaWizzard]

1/ WEEKLY REVIEW: AlphaWizzard held at -2.5%, matching the S&P 500 (-2.5%) and beating the Nasdaq's -4.5%. Strong jobs data spooked markets as rate hike odds jumped to 57%. Our systematic approach navigated the volatility effectively.

[Veloris Capital @AlphaWizzard]

8/ Two veterans with 40+ years combined experience applying institutional discipline to accessible investing. We invest our own capital alongside copiers - data-driven, not gut-driven.

Full review: https://t.co/cLkxKTQROZ

[Veloris Capital @AlphaWizzard]

7/ WEEK AHEAD: Critical inflation data Wednesday (Core CPI, headline CPI). PPI Thursday. Michigan Sentiment Friday. No portfolio earnings scheduled. Fed transition begins next week with Warsh's first FOMC meeting June 17.

[Veloris Capital @AlphaWizzard]

6/ SPOTLIGHT: DOCN led all holdings at +8.9% this week. Our Pit Stop spotlight is STRL: +2.5% on the week, +171.8% over 6 months. Earnings scorecard: CIEN beat on EPS and revenue despite a -15.9% decline.

[Veloris Capital @AlphaWizzard]

5/ UNDER THE HOOD: Technology holdings outperformed sector ETF by +1.8pp despite -3.8% week. Consumer Cyclical delivered +6.1pp outperformance. Our stock selection advantage shines in volatile periods across multiple sectors.

[Veloris Capital @AlphaWizzard]

4/ MARKET RADAR: Jobs report doubled expectations at 172K vs 85K consensus. 10-year Treasury yield spiked to 4.54% on Fed tightening fears. New Fed Chair Warsh takes over June 17 - first transition in 8+ years adds uncertainty.

[Veloris Capital @AlphaWizzard]

3/ PERFORMANCE SNAPSHOT: AlphaWizzard now +26.6% YTD vs S&P 500 +8.2%. Since inception: +37% vs market +8.1%. Max drawdown of -8.8% compares favorably to S&P's -9.1%. Systematic discipline in volatile times pays dividends.

[Veloris Capital @AlphaWizzard]

2/ THE F1 DASHBOARD: Maintaining CRUISING mode at 49% equity exposure. Our risk overlay kept us defensive ahead of the jobs report volatility. Sometimes the best move is staying disciplined when others panic.

[Veloris Capital @AlphaWizzard]

8/ We did not decide to become an AI portfolio. The data did, one rebalance at a time. When it changes, so will we.

Copy the strategy on eToro: https://t.co/Ta4mWwdMiQ

Past performance is not an indication of future results. Capital at risk.

[Veloris Capital @AlphaWizzard]

1/ Are we an AI portfolio? Today 12 of our 15 equal-weighted holdings are tech names tied to the AI build-out. So ~80% technology. But four months ago our biggest sector was basic materials at ~35%. Here is how that happened. 🧵

[Veloris Capital @AlphaWizzard]

7/ Full breakdown — the month-by-month rotation, the chart, and how the three-pillar process drove it:
https://t.co/HbGqRhfhtN

[Veloris Capital @AlphaWizzard]

6/ Concentrated? Yes. But equity exposure is ~49% (half in cash, Cruising mode), and PWR, STRL & BWA sit outside the chip-demand cycle. Pillar 2: the Optimizer selects 15-30 names, all equal-weighted.

[Veloris Capital @AlphaWizzard]

5/ Today the AI names span the stack: memory/storage (MU, STX, SNDK, WDC), compute (AMD), optical/networking (CIEN, LITE, VIAV), manufacturing (FLEX, SANM, TTMI).

[Veloris Capital @AlphaWizzard]

4/ Then the data shifted. Tech share of the book: Feb 35% → Apr 40% → May 60% → Jun 80%. Basic materials: 35% → 0%. No top-down call. Each name has to re-qualify monthly.

[Veloris Capital @AlphaWizzard]

3/ When March fell -5.2%, our materials and energy names held up and the risk overlay cut equity exposure hard. Max drawdown since inception: -8.8% vs SPY -9.1%.

[Veloris Capital @AlphaWizzard]

2/ The early-2026 alpha did NOT start with AI. Through end of February we were up ~21% while the S&P 500 sat near +1%. Most of that came from gold and diversified miners, not chips.

[Veloris Capital @AlphaWizzard]

8/ Discipline compounds. Data drives the decision.

Copy the strategy on eToro: https://t.co/sj73wEVB9d

Past performance is not an indication of future results. Capital at risk.

[Veloris Capital @AlphaWizzard]

1/ BorgWarner (BWA) returned +131.6% over the past year.

Its direct auto-supplier peers: ~+40%. The broad Consumer Discretionary sector: ~+3.6%.

Yet BWA still trades at ~17.6x forward earnings, below the broad sector median. Why we own it 🧵

[Veloris Capital @AlphaWizzard]

7/ Full analysis — peer-set tables, charts, valuation, and the honest risk that the rally has outrun analyst targets:

https://t.co/Ua2YrztR7F

[Veloris Capital @AlphaWizzard]

6/ How it passed our process:

Pillar 1 Stock Universe — cleared on cash + value, not just growth.
Pillar 2 Optimizer — selects 15-30 names, equal-weighted.
Pillar 3 Risk Overlay — beta ~0.99, equity exposure 49%, Cruising mode.