Investment Strategies
Future of Consumer Tech
The Future of Consumer Tech Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the rapid evolution and growth of..
21.6%
Annual Return
53.81%
Max. Drawdown
150.3%
Total Return
KO-PEP Arbitrage
KO-PEP Arbitrage is a rule-based algorithm that tracks the divergence between $KO and $PEP on the daily timeframe. Trading logic: The basic idea is th..
14.8%
Annual Return
33.6%
Max. Drawdown
99.43%
Total Return
Recession Resistant
Designed to weather economic downturns and provide stability in uncertain times, this strategy focuses on a diversified portfolio of recession-resista..
6.33%
Annual Return
19.6%
Max. Drawdown
35.93%
Total Return
Black-Owned Businesses
The Black Owned Businesses strategy is a socially responsible, automated investing approach that buys and holds Black-owned businesses. While the stra..
25.07%
Annual Return
58.18%
Max. Drawdown
206.06%
Total Return
Robotics & Automation Advancements
The Robotics & Automation Advancements Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the growing adoption o..
14.74%
Annual Return
41.91%
Max. Drawdown
98.77%
Total Return
Tesla Short and Long EMA
The TSLA Short & Long EMA strategy uses both short-term (a 10-day EMA) and long-term (a 50-day EMA) price movements of the TSLA stock to generate buy ..
43.52%
Annual Return
57.07%
Max. Drawdown
498.63%
Total Return
Biotech Breakthroughs
The Biotech Breakthroughs Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the latest innovations..
4.9%
Annual Return
27.56%
Max. Drawdown
12.01%
Total Return
AAPL GOOG Arb
AAPL GOOG Arb is a rule-based algorithm that tracks the divergence between $AAPL and $GOOG on the hourly timeframe. Trading logic: The basic idea i..
31.22%
Annual Return
30.25%
Max. Drawdown
327.34%
Total Return
Feeless Automotive ETF
The Feeless Automotive ETF investing strategy is an ETF-style approach that holds $TM, $F, $TSLA, and $GM proportional to RSI. This weighting encourag..
27.99%
Annual Return
50.41%
Max. Drawdown
239.5%
Total Return
Deep Tech
The Deep Tech Innovators Thematic Investing Strategy is a long-term investment approach designed to leverage the revolutionary advancements in deep te..
24.54%
Annual Return
40.08%
Max. Drawdown
182.85%
Total Return
Carbon Capture & Storage Champions
The Carbon Capture & Storage theme is a focused investment strategy that seeks to capitalize on the growth and innovation within the carbon capture, u..
11.25%
Annual Return
51.8%
Max. Drawdown
70.38%
Total Return
Women CEOs
Introducing the empowering "Women CEOs" thematic strategy — a visionary investment approach that celebrates and champions the rise of women leaders in..
13.31%
Annual Return
21.28%
Max. Drawdown
68.8%
Total Return
GLD-Tech Rotation
The GLD Tech Rotation strategy is an algorithmic investment approach that alternates positions between the ProShares UltraPro QQQ ETF (TQQQ) and the S..
23.8%
Annual Return
54.97%
Max. Drawdown
190.76%
Total Return
Green Investing 🌳
The Green Investing Thematic Strategy is a focused investment approach designed to capitalize on the growing global demand for environmentally-friendl..
23.62%
Annual Return
48.41%
Max. Drawdown
188.48%
Total Return
Sustainable Future
The Sustainable Future Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the growing demand for sustainable sol..
23.37%
Annual Return
39.4%
Max. Drawdown
185.29%
Total Return
Fee-Free T-Rowe Opportunities Fund Tracker
T. Rowe Price is a Baltimore-based mutual fund provider that has over 1.3T AUM. They focus on personal retirement investing. This is a copy trading bo..
26.52%
Annual Return
43.2%
Max. Drawdown
220.57%
Total Return
Fee Free T Rowe US Equity Research Tracker
T. Rowe Price is a Baltimore-based mutual fund provider that has over 1.3T AUM. They focus on personal retirement investing. This is a copy trading bo..
31.5%
Annual Return
52.11%
Max. Drawdown
293.22%
Total Return
Envirotech / Cleantech
The Envirotech / Cleantech strategy is driven by a diverse selection of companies that are at the forefront of environmental transformation. These com..
22.94%
Annual Return
44.95%
Max. Drawdown
180.88%
Total Return
FAANG Insider Trading
The FAANG Insider Trading investing strategy focuses on leveraging information about stock purchases or sales by insiders within some of the most prom..
21%
Annual Return
40.91%
Max. Drawdown
157.02%
Total Return
Next-Gen Data Infrastructure
The Next-Gen Data Infrastructure Thematic Investing Strategy is a long-term investment strategy designed to capitalize on the growing demand for advan..
20.79%
Annual Return
35.65%
Max. Drawdown
145.11%
Total Return
Nanotechnology Innovators
The Nanotechnology Innovators Strategy is designed to capture the potential growth and advancements in the field of nanotechnology through investing ..
20.33%
Annual Return
28.23%
Max. Drawdown
152.06%
Total Return
Betting on Profits: Casino, Sports Betting, & Gaming
This strategy focuses on capitalizing on the potential growth and profitability within the casino, sports betting, and gaming industry. By strategical..
19.31%
Annual Return
74.3%
Max. Drawdown
136.93%
Total Return
Fee Free T Rowe Dividend Growth Tracker
T. Rowe Price is a Baltimore-based mutual fund provider that has over 1.3T AUM. They focus on personal retirement investing. This is a copy trading bo..
15.88%
Annual Return
24.6%
Max. Drawdown
107.45%
Total Return
TQQQ-SPY Midday Reversal
Buy TQQQ midday and sell end of day when there is a dip. Hold SPY with any remaining capital...
14.74%
Annual Return
16.52%
Max. Drawdown
108.49%
Total Return
Climate Adaption & Resilience
This strategy aims to address the challenges posed by climate change and capitalize on opportunities arising from the transition to a more sustainable..
13.41%
Annual Return
37.74%
Max. Drawdown
87.64%
Total Return
RSI-Weighted ETFs
Forward-looking investment approach that relies on the Relative Strength Index (RSI) to inform its asset allocation decisions. Allocates investments i..
12.36%
Annual Return
30.66%
Max. Drawdown
78.11%
Total Return
Creative Disruption: Investing in Innovative Ideas
The Creative Disruption: Investing in Innovative Ideas strategy aims to capture the potential growth and value creation driven by disruptive technolog..
10.42%
Annual Return
41.6%
Max. Drawdown
64.13%
Total Return
Genomics & Precision Medicine
The Genomics and Precision Medicine Thematic Strategy is a long-term investment strategy designed to capitalize on the advancements and growth potenti..
8.77%
Annual Return
48.94%
Max. Drawdown
49.07%
Total Return
AI Innovators
The Artificial Intelligence Innovators Thematic Strategy is a long-term investment strategy designed to capitalize on the growth and innovation within..
8.7%
Annual Return
49.57%
Max. Drawdown
48.61%
Total Return
AI & IOT
The AI & IoT theme is a targeted investment strategy that aims to capitalize on the growth and innovation within the Artificial Intelligence (AI) and ..
5.44%
Annual Return
49.17%
Max. Drawdown
18.08%
Total Return
$VIRT SPY Volume Correlation
The VIRT-SPY Volume Correlation strategy trades $VIRT based on $SPY trading volume. Specifically, the strategy sells $VIRT when there is a drop in $SP..
4.25%
Annual Return
29.63%
Max. Drawdown
23.02%
Total Return
Global Real Estate Exposure
The Global Real Estate Thematic Investing Strategy is designed to provide long-term capital appreciation by investing in a diversified portfolio of pu..
2.33%
Annual Return
43.13%
Max. Drawdown
12.23%
Total Return
Mean Reversion
The Mean Reversion trading strategy is implemented in the provided Python code within the "main.py" file of the Surmount trading package. This strateg..
11.47%
Annual Return
18.53%
Max. Drawdown
71.18%
Total Return
Surmount builds investment products with the objective to help investors approach markets smarter & with less hassle.
Surmount does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security. Investments in securities are subject to risk. Read all related documents before investing. Investors should also consider all risk factors and consult with a financial advisor before investing.
Find us on
Surmount Inc 2024. All Rights Reserved.