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AI-Enhanced Consumer Discretionary Strategy*

Five-Year Historical Performance | Monthly updated

​​​The AI-Enhanced Consumer Discretionary strategy targets global consumer discretionary companies traded in U.S. markets, aiming to outperform the iShares Global Consumer Discretionary ETF (RXI). Using Deep Reinforcement Learning, the model adapts to evolving consumption trends and economic cycles, optimizing asset selection and portfolio allocation to capture growth while managing volatility.

Performance

A 5-year cumulative return chart compares the strategy's Net Asset Value performance (net of fees) against the RXI benchmark

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

  • Automobiles & Components

  • Consumer Services

  • Consumer Discretionary Distribution & Retail​

  • Consumer Durables & Apparel

Yearly History Net of Fees

Year

Strategy Net Asset Value (NAV)

Vanguard Total World Stock Index Fund ETF (VT)

Annual

Annual

Cumulative

Cumulative

2021
20.99%
20.99%
14.74%
14.74%
2022
-21.25%
-4.72%
-29.08%
-18.63%
2023
34.66%
28.29%
27.58%
3.80%
2024
23.31%
58.20%
17.26%
21.72%
2025
21.05%
91.50%
13.15%
37.73%
2026
-9.72%
72.88%
-3.49%
32.92%

Key metrics

Net Annualized Performance

YTD
-9.7%
1 Year
4.0%
3 Years
17.7%
5 Years
9.7%
Holdings
21
Current yield
8.2%
Price/Earnings
14.4
Excess Return 3Y*
5.1%
Excess Return 5Y*
5.4%

Current Holdings (top 5)

Ticker

Company

%

MCD
Mc Donald'S-Corp
13.6%
BKNG
Booking Holdings Inc
9.9%
RCL
Royal Caribbean Cruises Ltd
6.3%
DRI
Darden Restaurants Inc
4.6%
HESAY
Hermes Intl-Unsponsored Adr
4.4%

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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