CLIMB US 100

The CLIMB US 100 Quant Portfolio shows above average performance figures as it trades the Top US 100 stocks in an offensive way. As all quant models in our wealthtech suite, CLIMB shows excellent entry decisions. The main difference to RESIST is, that CLIMBs investment ratio is usually in the range of 60-70% while RESIST acts more differentiated. CLIMB is especially useful after longer drawdowns in the broader market especially after larger drawdown and recession phases. The Quantmade DO-modell is used for timing reallocation of assets to different quant portfolio setups

Key attributes

  • Direct investment in US single stocks
  • Max. 20 positions
  • Long-only quant strategy
  • offensive risk/return profil
  • Used in Quant Managed Accounts
  • Used in Quant Certificates
  • Used in Quant Funds
  • Proven Track Record
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Quant Portfolio

CLIMB US 100

The CLIMB US 100 Quant Portfolio shows above average performance figures as it trades the Top US 100 stocks in an offensive way. As all quant models in our wealthtech suite, CLIMB shows excellent entry decisions. The main difference to RESIST is, that CLIMBs investment ratio is usually in the range of 60-70% while RESIST acts more differentiated. CLIMB is especially useful after longer drawdowns in the broader market especially after larger drawdown and recession phases. The Quantmade DO-modell is used for timing reallocation of assets to different quant portfolio setups

Key attributes

  • Direct investment in US single stocks
  • Max. 20 positions
  • Long-only quant strategy
  • offensive risk/return profil
  • Used in Quant Managed Accounts
  • Used in Quant Certificates
  • Used in Quant Funds
  • Proven Track Record
Key Performance Indicators
YTD Return (%)
3Y Return (%)
5Y Return (%)
CAGR (%)
Sharpe Ratio
Sortino Ratio
Alpha
Beta
YTD Return (%)
3Y Return (%)
5Y Return (%)
CAGR (%)
Sharpe Ratio
Sortino Ratio
Alpha
Beta
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