TradingKey SmartPicks
TradingKey Master Selected Strategies
TK-Enhanced Colin McLean Growth & Value Quant Strategy
Combining fundamentals with market behaviors through smart algorithms, this approach utilizes dynamic, multi-frequency signals to enhance the alpha of value investment in modern markets.
Howard Rothman's Prudent Wealth Strategy
A smart, quantitative method that dynamically adapts to bull and bear markets—offering a perfect blend of steady growth and precise risk control.
David Polen Rational Growth Strategy
This strategy continues David Polen's investment philosophy of holding enterprises with quality cash flows, while adopting the implied return rate valuation model. It aims to seek balanced growth compared to the cost price through quantitative methods, while avoiding the blind pursuit of high prices and ensuring every holding has a reasonable expected return.
Michael J. Carr Low Profit Growth Strategy
This strategy is based on the "profitable investing" framework proposed by Michael J. Carr. The principle lies in not predicting market ups and downs, but in determining the current risk state of the market and deciding whether and how to take risks.
Selected Sector Strategies
Banking
This strategy focuses on the "Game-changers" and "Challengers" in the traditional banking sector. In the current times, not all banks benefit equally.
Pharmaceuticals
This strategy represents a high-risk, high-reward portfolio centering around biotech companies that strive for scientific breakthroughs.
Aerospace
This strategy represents a clearly defined "new space economy" portfolio. It does not invest in traditional defence contractors but rather focuses on pioneering companies.
Food Processing
This strategy aims to select from the defensive food and beverage industry the ambitious emerging brands that have leveraged marketing activities to gain massive popularity.
IT-services
This strategy represents a high-risk investment portfolio that bets on the future of technology development, aiming to capture high-potential companies that will define the technological paradigm of the next decade.
Business Support & Services
This strategy focuses on investing in companies that can consistently generate stable and high-quality profits, such as those with high ROE (return on equity), strong free cash flow, and positive earnings expectations.
Dining and Bars
This strategy seeks investment opportunities in defensive sectors that offer strong cash flow and new consumer formats.
Semiconductors
The logic behind this strategy is that the core drivers of the semiconductor industry stem from the synergy between value re-evaluation and the leverage effect.
Software
The core objective of this strategy is to capture the positive interaction of both growth potential and operational leverage that are inherent in the software industry.
Online Services
This strategy intends to capture the upside space driven by both the growth potential and the network effect.
Personal Items
With a dual-core model, this strategy allocates to established industry giants with long-term stability and high profitability, while also boldly investing in small- and mid-cap growth stocks with huge potential, even if the latter may experience short-term headwinds.
Investment & Fund Management
This strategy primarily focuses on large, profitable firms in the alternative asset management industry. By smoothing out short-term volatility, the strategy aims to capture these firms' ability to continuously create value and generate stable cash flows in the long term.
Biotechnology & Medical Research
This strategy is a classic high-risk, high-reward momentum growth strategy. Its stock selection criteria focus on identifying innovative biotechnology companies with proven historical returns, strong momentum, R&D breakthrough promises, and market expansion potential.
Healthcare Facilities & Services
This strategy tends to invest in large medical service providers with stable profitability and strong market positions. It aims for long-term growth and reliable profitability above the industry average in the healthcare sector to achieve stable value growth.
Medical Equipment, Supplies & Distribution
This strategy over-weighs high-tech medical equipment companies that provide advanced technology and services, with high historical returns and strong profitability. The goal is to capture structural long-term growth driven by technological barriers while accepting short-term volatility from high-growth stocks.
Advanced Medical Equipment & Technology
This strategy selectively invests in targets with ultra-high historical returns and exceptional profitability, rather than traditional utility enterprises. It aggressively tilts toward new energy and high-growth power markets within the utility sector.
Electric Utilities
This strategy selectively invests in targets with ultra-high historical returns and exceptional profitability, rather than traditional utility enterprises. It aggressively tilts toward new energy and high-growth power markets within the utility sector.
Other Utilities
This strategy generally takes a defensive and stable approach, aiming to invest in diversified utility companies with stable returns and profitability and moderate growth to provide steady income and low volatility.
Oil & Gas Exploration and Production
This strategy focuses on the oil and gas industry’s profit elasticity throughout the commodity price cycle, capturing excess returns during upcycles via value recovery and leverage.
New Energy Equipment & Services
This strategy identifies in the new energy value chain the segments where profitability is gradually realized, capturing opportunities embedded in the rebalancing of valuation and profitability over the long term.
Industrial Machinery & Equipment
This strategy is based on the manufacturing investment cycle, aiming to capture returns during the recovery phases through profit restoration and order-driven operational leverage.
Hotels, Motels & Cruise Lines
This strategy captures profit elasticity driven by recovering hospitality and tourism demand and the high operational leverage characteristic of consumption recovery.
Risk Warning: The information on this page is based on publicly available data from the securities market or historical data of investment products. The dimensions of the indicators have limitations and do not represent the future performance of the products. This information is for investors' reference only and does not constitute investment advice. Any actions taken based on this information are at your own risk.
