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AlphaBlock Technologies Inc.
AlphaBlock Technologies Inc. is a machine-driven asset management company that builds algorithmic, smart-beta indices, strategies and portfolios designed to outperform traditional benchmarks like the S&P 100 and TSX 60. It offers a market platform where users can view, simulate, and build portfolios based on its "Exceptional & Rich" indices, alongside research insights and an algorithm sandbox for asset owners and data scientists.
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Exceptional & Rich U.S. 100
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Description
Exceptional & Rich U.S. 100 is an investment portfolio product tracked on the AlphaBlock platform, composed of 100 U.S. equity components and benchmarked against the S&P 100 for relative outperformance. Reported historical performance metrics include an average annualized return of 13.96%, average annualized excess return of 8.37%, annualized volatility of 20.03%, annualized excess volatility of 1%, average tracking error of 6.45%, and an average information ratio of 1.27, with an average holding period of roughly 18 months. The portfolio remains always invested (no cash-out periods) and its top holdings include Caterpillar, ServiceNow, NVIDIA, Pfizer, Altria Group, Eli Lilly, Microsoft, FedEx, Cisco Systems, and Southern Company. The product page also presents rolling 2-year and 3-year annualized return comparisons against the benchmark and a historical drawdown analysis chart tracking weekly drops exceeding 10%.Category: Index Platform
Exceptional & Rich Canada 60
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Description
Exceptional & Rich Canada 60 is a model investment portfolio consisting of 60 components, designed to be benchmarked against the TSX 60 Index and to deliver relative outperformance over that benchmark. The portfolio reports an average annualized return of 14.12% and an average annualized excess return of 8.45% versus its benchmark, with an average holding period of roughly 18 months and a strategy that remains always invested rather than holding significant cash. The product provides performance analytics including rolling annualized returns, drawdown analysis, annualized volatility (14.07%), annualized excess volatility (-3.92%), average tracking error (7.07%), and average information ratio (1.11), along with a breakdown of top holdings and top contributors. Top allocations include Canadian large-cap names such as Cenovus Energy, Dollarama, Manulife Financial, Teck Resources, Wheaton Precious Metals, Magna International, Tourmaline Oil, Canadian Natural Resources, Cameco, and First Quantum Minerals, indicating the product serves investors interested in exposure to Canadian equity markets with active portfolio management aimed at beating the TSX 60 Index.Category: Index Platform
Exceptional & Rich Agro 10
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Description
Exceptional & Rich Agro 10 is a 10-component investable portfolio/index product offered through the Alphablock platform, tracking a mix of agricultural commodity ETNs and funds including Ipatha.B Coffee Subindex TR ETN, Teucrium Sugar Fund, Ipatha.B Cotton Subindex TR ETN, Teucrium Corn Fund, Ipath Cocoa Subindex TR Sm Index ETN, Ipatha.B Softs Subindex TR ETN, Teucrium Soybean Fund, and Teucrium Wheat Fund. The product is benchmarked against the AGRO 10 MCap index and reports an average annualized return of 11.82%, average annualized excess return of 6.62%, and an average holding period of 18 months. It is always invested and designed for relative outperformance, providing performance analytics such as rolling returns, drawdown analysis, annualized volatility, tracking error, and information ratio for investors evaluating agricultural commodity exposure.Category: Index Platform