Vince

[Vince @fiscelan]

@i3_invest Can’t really for it!!!

[Vince @fiscelan]

@i3_invest Yes great stuff, thanks !

[Guilherme Tavares @i3_invest]

i3 TOP Value vs Growth Weekly Portfolio – A Recap

I’m very satisfied with the portfolio’s performance, as it has returned to a strong spread relative to the S&P 500. Since June 2024, the portfolio is up 27.91%, compared to 13.37% for the S&P 500 (as of the market open on June 09, 2025).

The current Sharpe ratio stands at 1.11. Notably, despite the portfolio having a higher beta than the S&P 500, it experienced a lower drawdown during the recent “tariffs crash.”

This resilience is due to the way our models dynamically manage exposure to the stocks in the portfolio. As long as the models remain in risk-on mode, the percentage of capital allocated to equities increases accordingly.

A recap:

“This portfolio is guided by our Stocks Ranking System to identify the top value and growth stocks (weekly rebalanced).

We begin by analyzing the weekly ratio between the Russell 1000 Growth (IWF) and Value (IWD) indices to determine which category has relative strength.

If the IWF/IWD ratio is above its 50-week moving average, the portfolio allocates 70% to growth stocks and 30% to value stocks. Conversely, if the ratio is below the 50-week moving average, the allocation shifts to 70% value stocks and 30% growth stocks.

This strategy was initiated in June 2024, and as of Jun 10, 2025, it has returned 27.91%, compared to 13.37% for the S&P 500.

Risk Management: Depending on the output of our risk management models, we could stay in cash to minimize drawdown risk.”

Important things to keep in mind:

1- Execution effort. Due to the use of risk management models to determine overall allocation, the number of stocks involved, and weekly rebalancing, this is the most demanding portfolio in terms of execution effort.

2- Volatile signals can increase workload. For example, in one week in March, our primary risk model switched multiple times between risk-on and risk-off. During periods like this, managing the portfolio becomes especially intensive—something not all investors/traders may be willing or able to do.

3- Weekly updates, no alerts. You can view the current stock allocations and the updated portfolio in its dedicated section on the website. We do not send alerts for this strategy because it is updated weekly and does not require real-time notifications.

Latest top trade: One of the most recent standout trades was in $SEZL. A buy signal was triggered at the market open on June 2, followed by a sell signal at the open on June 9, delivering a 25% return in just one week.

[Vince @fiscelan]

@i3_invest Which indicators are they amongst the essentials indicators ?

[Vince @fiscelan]

@i3_invest Agree ! Please keep up with the good work Guilherme!

[Vince @fiscelan]

@TrendSpider @TrendSpider could you share the custom indicator ? Thanks

[Vince @fiscelan]

@grok tell me the time

[Vince @fiscelan]

@TrendSpider Please share 🙏

[Vince @fiscelan]

@paper_alfa No pain no gain

[Vince @fiscelan]

@paper_alfa No pain, no gain

[Vince @fiscelan]

@TrendSpider Could you please share? Thanks

[Vince @fiscelan]

@paper_alfa Bonds here we come

[Vince @fiscelan]

@paper_alfa Sweet

[Vince @fiscelan]

@TrendSpider Any strategy to import?

[Vince @fiscelan]

@TrendSpider What's the cloud here? Cheers

[Vince @fiscelan]

@paper_alfa And thanks for the PAMM breakdown!

[Vince @fiscelan]

@NorthmanTrader 😆

[Vince @fiscelan]

@NorthmanTrader That’s my quant

[Vince @fiscelan]

@paper_alfa Nice!