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Historical Performance of the Alpha Edge Stock Ranking — one of our Buy & Hold subscription plans

All performance shown is based on a TradingView model portfolio and does not represent an actual client account. Alpha Edge is included in our Buy & Hold subscription plans.

Past performance is not a guarantee of future results. Market conditions can change, and future returns may differ significantly from historical outcomes.

Inside the Alpha Edge Stock Ranking

A curated list of portfolio stocks with links.

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NVDA

Leading tech stock with steady growth.

Google logoGoogle logo
GOOG

Innovative solutions in AI

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logologo
HOOD

Emerging player in fintech sector.

META

A global leader in social technology.

Alpha Edge: Top 5 Stocks and Their Returns

This chart shows the historical performance (January 1, 2023 to the present) of a sample of 10 stocks from our Alpha Edge stock ranking, included with the Alpha Edge Buy & Hold subscription plan. While these stocks remain in the portfolio, we rotate holdings whenever our analysis indicates they have become overvalued—even within our long-term Buy & Hold strategy. As a result, any of these stocks may be removed from our recommendation list at any time, with clients notified promptly. With the rapid pace of technological and economic disruption, there are very few stocks that can truly be considered “buy and hold forever.”

Just a few of the 100+ stocks we handpicked through rigorous, data-driven analysis

Disclaimer

All performance shown is based on a TradingView model portfolio and does not represent an actual client account. Past performance is not a guarantee of future results. Market conditions can change, and future returns may differ significantly from historical outcomes.

The results are provided for informational purposes only. Nothing in this presentation should be considered investment advice. Please conduct your own due diligence before purchasing any of these or other securities.

Start investing with us today—your future self will thank you in five years.

Each month, we publish a curated selection of stocks backed by deep, multi-layer analysis.
Our newsletter provides research and insights — not individualized investment recommendations.

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person using phone and laptop computer
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Investment Insights

Only stocks that pass our stringent analytical process are shared with our subscribers.

Stock Recommendations

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A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
AI Scanners

Our proprietary AI scanners identify stocks with the highest potential, and our unique research strategy filters them down to the very best

We evaluate each opportunity from company-specific, industry, and macroeconomic perspectives, followed by proprietary quantitative testing

Rigorous Evaluation
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a computer circuit board with a brain on it
Laptop displays a stock market trading chart.
Laptop displays a stock market trading chart.

Our Analysis Process

We identify high-potential stocks using a rigorous, multi-stage strategy that filters opportunities through increasingly stringent criteria

Your Edge through Multi-Layer Analysis
  • AI Filtering: Our proprietary scanners source an initial batch of high-potential stocks.

  • Holistic Scrutiny: Each company undergoes fundamental, industry, and macroeconomic analysis.

  • Algorithmic Testing: Prospects are validated by our proprietary quantitative models.

  • Final Selection: We only share the elite stocks that pass all stages, delivering quality over quantity.

AI Screener, what is behind the fancy word?

Our AI is built on a foundation of deep learning models, continuously trained on millions of data points—from traditional fundamentals to real-time news sentiment. We don't just filter stocks; we teach our AI to understand the underlying drivers of value and growth, empowering you with institutional-grade analysis.

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A blurry photo of a camera lens
How did we train the AI model?

We used:

  • Gradient Boosting Machines (XGBoost, LightGBM) as a starting point for tabular numerical data (like P/E ratios and moving averages).

  • Recurrent Neural Networks (RNNs/LSTMs) for time-series data (like sequential stock prices).

  • Transformers (BERT, etc.): for understanding text and language (for the news/sentiment analysis part).

We then split the data into two. We fed 80% of the training data and the model constantly adjusted its internal parameters to minimize its prediction error.

Once trained we used the 20% on the Test Set (data it has never seen during training) and evaluated the result. After 10 months of continuous training and back testing we finally achieved our objective and packaged the model into an API.

We didn’t stop there.

An AI trained on 2020-2024 data, for example, may not work in 2025. So, we are continuously:

  • Monitor its performance for degradation.

  • Feed it new data.

  • Periodically retrain it to adapt to new market environment.

How did we create an AI Stock Screener and what is it?

We trained an AI model and packaged into an API. When we screen for a stock, we enter a query (different for passive and active portfolio management) to this API, which returns the AI's prediction or screen result.

Powerful Asset Filtering & Discovery

Scroll down to explore a stock screener powered by the same live data that feeds our proprietary API. While this tool isn't powered by AI unlike our API and is manual, it puts the power of discovery in your hands. Effortlessly filter thousands of global assets using a comprehensive set of institutional-grade criteria to pinpoint the exact opportunities that match your unique strategy.

Filter by Core Metadata
  • Symbol Type: ETFs, Forex Pairs, Cryptocurrencies, Indices, or Futures.

  • Exchange: e.g., NASDAQ, NYSE, TSX, LSE, BINANCE).

  • Country: US, Canada, etc.

  • Sector & Industry: Drill down into specific market segments, such as Technology, Healthcare or Energy

A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
Filter by Fundamental Data
  • Valuation Metrics: Screen by P/E Ratio, P/B Ratio, EPS, and Market Capitalization.

  • Growth & Profitability

  • Liquidity and Financial Stabilty

  • Dividend Information

  • Price Performance: Top Gainers or YTD performance, etc.

  • Momentum: Use indicators like RSI to find oversold (<30) or overbought (>70) conditions, or look for bullish/bearish crossovers with the MACD.

  • Volatility: Find assets breaking out of consolidation or trading near volatility bands using tools like Bollinger Bands.

Filter by Technical Analysis Indicators
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a computer circuit board with a brain on it
Laptop displays a stock market trading chart.
Laptop displays a stock market trading chart.

Stock Screener

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Great investing isn't just about picks—it's about understanding the why.

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