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AI-Enhanced All Caps Strategy*

Five-Year Historical Performance | Monthly updated

​​​The AI-Enhanced All Caps strategy invests in diversified U.S.-listed equities, leveraging advanced Deep Reinforcement Learning to optimize portfolio construction and trade execution. The solution utilizes AI to select assets by capitalization and sector, aiming to outperform the Vanguard Total World Stock Index (VT) while enhancing risk-adjusted returns.

Performance

A 5-year cumulative return chart compares strategy's Net Asset Value performance (net of fees) against VT and SPX benchmarks.

Artificial Intelligence Solution

At the heart of this AI solution is Deep Reinforcement Learning (DRL), a state-of-the-art branch of AI that represents a significant leap forward in how investment strategies are developed and executed. DRL employs deep neural networks to process and analyze vast amounts of market data, learning to identify complex patterns and predictive signals over time. Through a continuous cycle of actions and rewards, the DRL agent refines its strategies, optimizing for performance in an iterative, long-term learning process. This approach enables the system to adapt and evolve in response to changing market conditions, ensuring strategies remain relevant and effective. For a more detailed explanation, refer to the Investment Approach section.

Covered Sectors

  • Basic materials

  • Consumer, Cyclical

  • Consumer, Non Cyclical

  • Communications

  • Energy

  • Financial

  • Industrial

  • Technology

Yearly History Net of Fees

Year

Strategy Net Asset Value (NAV)

Vanguard Total World Stock Index Fund ETF (VT)

Annual

Annual

Cumulative

Cumulative

2021
15.37%
15.37%
7.79%
7.79%
2022
33.69%
54.25%
-18.00%
-11.61%
2023
12.61%
73.70%
22.02%
7.85%
2024
23.39%
114.33%
16.50%
25.65%
2025
12.61%
141.36%
22.43%
53.83%
2026
25.60%
203.14%
6.91%
64.46%

Key metrics

Net Annualized Performance

YTD
25.6%
1 Year
38.8%
3 Years
32.9%
5 Years
36.8%
Holdings
14
Current yield
2.9%
Price/Earnings
19.5
Excess Return 3Y*
12.2%
Excess Return 5Y*
17.2%

Current Holdings (top 5)

Ticker

Company

%

QCOM
Qualcomm Inc
8.6%
EQNR
Equinor Asa-Spon Adr
8.3%
CF
Cf Industries Holdings Inc
7.6%
GPK
Graphic Packaging Holding Co
7.4%
FLR
Fluor Corp
7.4%

Interested in investing in this strategy?

* Disclaimer: Performance information is provided for informational purposes only and does not constitute a guarantee of future results. Returns are based on a combination of backtested simulations and limited live performance, have not been audited by an independent third party, and are net of assumed management fees of 1.5% per annum. Past performance is not indicative of future results. This material does not constitute a public offering of securities or an investment recommendation. Investments involve risks and may result in capital losses. Performance data as of March 31, 2026.

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© 2021 by tekton 

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Tekton Finance. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.
For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.

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