WEALTH STRATEGIC FINANCIAL TECHNOLOGY MEANS TRUST, SIMPLICITY AND PERFORMANCE
WEALTH STRATEGIC solves the complexity and trust issues that characterize traditional wealth management offerings.
​
The WEALTH STRATEGIC Automated Trading Platform (ATP) automates active trading strategies with state of the art technology.
​​
It is a multi-asset, multi-strategy and multi-timeframe execution platform.
​
Using very active long/short strategies and a state of the art trading execution platform, WEALTH STRATEGIC ATP seeks better risk-adjusted returns in bull, bear, deflationary or inflationary conditions.
THE STRATEGIC EDGE
WEALTH STRATEGIC's edge is born at the novel intersection of multifactor intermarket analysis, execution engineering and machine to machine, machine to humans and humans to machine algorithms.
​
WEALTH STRATEGIC
RETURNS 2021*
WEALTH STRATEGIC
NASDAQ 100
SP500
RUSSELL 2000
TSX
BARCLAYS HFI
BARCLAYS GMI
+45.02%
+21.40%
+26.90%
+13.81%
+21.74%
+10.22%
+8.79%
* Before financing fees charged by the broker.
WEALTH STRATEGIC
RETURNS 2022*
WEALTH STRATEGIC
NASDAQ 100
SP500
RUSSELL 2000
TSX
BARCLAYS HFI
BARCLAYS GMI
+39.45%
-33.28%
-19.64%
-21.61%
-9.14%
-10.18%
+4.27%
* Before financing fees charged by the broker.
WEALTH STRATEGIC
RETURNS 2023*
WEALTH STRATEGIC
NASDAQ 100
SP500
RUSSELL 2000
TSX
BARCLAYS HFI
BARCLAYS GMI
+10.75%
+53.81%
+24.23%
+15.09%
+8.12%
+9.34%
+5.19%
* Before financing fees charged by the broker.
WEALTH STRATEGIC
RETURNS 11/2024*
WEALTH STRATEGIC
NASDAQ 100
SP500
RUSSELL 2000
TSX
BARCLAYS HFI
BARCLAYS GMI
+40.23%
+27.42%
+26.47%
+20.11%
+22.38%
+11.26%
+9.94%
* Before financing fees charged by the broker.
WEALTH STRATEGIC
DISTRIBUTION OF RETURNS BY ASSET CLASS in %*
Year | Equities | Commodities | Currencies | Bonds |
|---|---|---|---|---|
2021 | 43.65 | 33.71 | 16.45 | 6.19 |
2022 | -6.82 | 70.91 | 25.53 | 10.38 |
2023 | 49.95 | 20.84 | 24.96 | 4.92 |
2024 | 68.04 | 16.56 | 13.46 | 1.93 |
* Closed positions only.
WEALTH STRATEGIC HAS NO CORRELATION WITH
MAJOR BENCHMARKS
NASDAQ 100
SP500
RUSSELL 2000
TSX
BARCLAYS HFI
BARCLAYS GMI
0.00
-0.06
-0.18
-0.05
-0.13
+0.05
* A reading of 1 is directly correlated and -1 is inversely correlated.
REACH YOUR FINANCIAL GOALS
FASTER WITH
COMPOUNDED RETURNS
WS ATP (25% ARR)
SP500 (7.77% ARR)
WS ATP (25% ARR)
SP500 (7.77% ARR)
YEAR 1:
$200,000
YEAR 10:
$1,862,645.15
$422,524.47
YEAR 15
$5,684,341.89
$614,133.53
YOU WANT TO USE THE WEALTH STRATEGIC TECHNOLOGY?
We are so sorry. We do not take new customers at this time as we are busy managing our own capital and developing new strategies for changing market conditions.