A.I. INVESTOR

Portfolios_

Simple long-term stock picking robo-investors.


Program a robo-investor yourself,


or follow one at your own risk.


Top Performing Portfolio

A.I. Investor India
+24.0%

Classic A.I. Investor
+24.0% YTD

A.I. Investor USA
-16.6%

A.I. Investor China
-4.3%

A.I. Investor UK
+1.0%

A.I. Investor HK
-13.2%

A.I. Investor India
+24.0%

A.I. picked funds, where you can see all stock positions.
No fees. Just stock picks shown to you directly.
Full strategies and code available in print.

Never coded before? No problem!
USA stocks only.

Python novice?
A.I. Investor for International Stocks?

Video code tutorials coming Soon.

Video walkthroughs from start to finish.
Learn Python programming for small projects
Do Machine Learning for basic finance problems
Program your own A.I. Stock Picker

AI Investor Classic Github Code

AI Investor International Github Code

Email: Ai_Investor@protonmail.com

Instagram: @ai_investor

Facebook: theinvestingai

Twitter:


This is not Financial Advice.
(Disclaimer here)


A.I.s trained with data from SimFin.com eodhistoricaldata.com
Accounts with these data providers
are required for stock selection.
(No affiliation)

Damon Lee © 2021

A.I. Investor Classic Portfolio

Fund Performance

Return Since Inception:101.7%
Portfolio Daily Volatility:0.032
S&P500 Return:61.3%
S&P500 Daily Volatility:0.016

Individual Holdings Performance 2020

Individual Holdings Performance 2021

Fund Strategy


πŸ“… The A.I. stock picker selects 7 stocks every March
from the NYSE/NASDAQ

βš– The fund equally weights these stocks in the
portfolio

⏲ The strategy holds these stocks for 1 year with
no further transactions

πŸ“ˆ Refresh the portfolio in March every year
(Sell all and buy new stock picks)



πŸ€– Program the Robo-Investor yourself,
or follow one at your own riskπŸ”₯.

A.I. Code from the Book!

How It Works

The A.I. Investor classic is probably the simplest way to pick stocks with Machine Learning. So simple in fact that anyone should be able to code it up themselves (with a bit of study). To that end I wrote a book that people can follow to build their own A.I. Investor.

Nothing is hidden here. This is a simple Robo-Investor where you can see all of the code. The portfolio performance may or may not do well over time, though at least you can see how the A.I. Investor works and can tweak and tinker with it as you like if you coded it yourself.

The book Build Your Own A.I. Investor teaches Python programming, Machine Learning, and the basics of long-term stock investing all in a single code project where you get to program the A.I. Investor yourself.

If that's too daunting, you can always just follow the portfolios that the A.I. outputs, at your own risk.
Requires data subscription from Simfin.com for present day stock seleciton. To do all tutorials and problems a free account works fine.

But surely this can't beat the market

It might not. The aim here is to pick stocks based on their fundamental figures with Machine Learning, with the underlying approach coming from a Value Investing background-though only from a quantitative perspective.

Some rudimentary backtesting was done, with a margin of safety that should convincingly prove that at the very least it would have worked in the past. Markets themselves change a lot over time, and past performance doesn't truly prove future performance.

The A.I. Investor doesn't optimise for volatility, it instead trys to pick stocks based on the quantitative fundamentals and holds them for a long time (1 year). This kind of investment strategy will turn away most investors, so it's not as if the market is full of competitors using the same Machine Learning strategies.

But this is risky!

There are always risks, and relative to the market average we can't all be winners. At least the stocks picked are few, such that anyone should have time to do their own due-diligence by reading the company financial reports and getting to know the business they are buying equity in.

Generally speaking, the A.I. Investor picks stocks that are trading too cheaply relative to metrics such as their book value, return on equity, etc. Over time this should lead to outperformance.

What happens when the markets crash?

This portfolio will crash too.


This is not financial advice.
2020 Holdings
Mar 2020-Mar 2021
2021 Holdings
Mar 2021-Onwards
JBHTNWL
EPZMGLYC
NOWMAR
LNTTRUP
RFPBKD
GPREAFI
MACMLS

Current Portfolio Weighting

Seven stocks are chosen in March every year when the annual reports are released, so that the financial data can be analysed to select the best stocks. These stocks are then held for a year, with no additional trading to re-weight the portfolio.

Because of this, some stock positions will become a larger part of the portfolio over time, see the pie chart for the current fund positioning.

Current Holdings Information

Stock ExchangeTickerCompany NameWhat They Do
NYSENWLNewell Brands Inc.Consumer goods
NYSEGLYCGlycoMimetics Inc.Glycomimetic drugs
NYSEMARMarriott International Inc.Hotels
NYSETRUPTrupanion Inc.Pet insurance
NYSEBKDBrookdale Senior Living Inc.Old people homes
NYSEAFIArmstrong Flooring Inc.Flooring
NYSECMLSCumulus Media Inc.Radio

A.I. Investor USA Portfolio

Fund Performance

Return Since Inception:-16.6%
Portfolio Daily Volatility:0.015
S&P500 Return:5.9%
S&P500 Daily Volatility:0.006

Individual Holdings Performance Since Inception

Fund Strategy


πŸ“… The A.I. stock picker selects 10 stocks every year
from the NYSE/NASDAQ

βš– The fund equally weights these stocks in the
portfolio

⏲ The strategy holds these stocks for 1 year with
no further transactions

πŸ“ˆ Refresh the portfolio in May every year
(Sell all and buy new stock picks)



πŸ€– Program the Robo-Investor yourself,
or follow one at your own riskπŸ”₯.

A.I. Code from the Book!

How It Works

This A.I. Investor works on international stocks, taking data from EODHistoricalData.com to build on the classic A.I. Investor, with 10x more data and almost 50 stock exchanges to select stocks from. Nothing is hidden here. This is a Robo-Investor where you can see all of the code, a little more complex than the classic A.I. Investor, but using the same principles, and with the book describing every concept used behind the A.I..

The portfolio performance may or may not do well over time, though at least you can see how the A.I. Investor works and can tweak and tinker with it as you like if you coded it yourself.

The book International Build Your Own A.I. Investor Machine Learning and long-term stock investing all in a single code project where you get to program the A.I. Investor yourself.

If that's too daunting, you can always just follow the portfolios that the A.I. outputs, at your own risk.
Requires data subscription from eodhistoricaldata.com.

But surely this can't beat the market

It might not. The aim here is to pick stocks based on their fundamental figures with Machine Learning, with the underlying approach coming from a Value Investing background-though only from a quantitative perspective.

Some rudimentary backtesting was done, with a margin of safety that should convincingly prove that at the very least it would have worked in the past. Markets themselves change a lot over time, and past performance doesn't truly prove future performance.

The A.I. Investor doesn't optimise for volatility, it instead trys to pick stocks based on the quantitative fundamentals and holds them for a long time (1 year). This kind of investment strategy will turn away most investors, so it's not as if the market is full of competitors using the same strategies.

But this is risky!

There are always risks, and relative to the market average we can't all be winners. At least the stocks picked are few, such that anyone should have time to do their own due-diligence by reading the company financial reports and getting to know the business they are buying equity in.

Generally speaking, the A.I. Investor picks stocks that are trading too cheaply relative to metrics such as their book value, return on equity, etc. Over time this should lead to outperformance.

What happens when the markets crash?

This portfolio will crash too.


This is not financial advice.

Current Portfolio Weighting

Ten stocks are chosen in May every year, taking data from the annual reports for the previous year, so that the financial data can be compared between stocks to select the best. These stocks are then held for a year, with no additional trading to re-weight the portfolio.

Because of this, some stock positions will become a larger part of the portfolio over time, see the pie chart for the current fund positioning.

Current Holdings Information

Stock ExchangeTickerCompany NameWhat They Do
NYSESNEXStoneX Group Inc.Financial Services
NYSEBVHBluegreen Vacations Holding CorporationTimeshare Property
NYSEFOSLFossil Group IncFasion Designer
NYSEFNCHFinch Therapeutics Group Inc.Biotech
NYSEMLRMiller Industries Inc.Recovery Equiptment Manufacture
NYSEIEAInfrastructure and Energy Alternatives Inc.Civil Construction
NYSEWDHWaterdrop Inc.Medical insurance
NYSEENLCEnLink MidstreamNatural Gas Transmission
NYSEFVEFive Star Senior Living Inc.Old Peoples Homes
NYSEEAREargo Inc.Hearingaid Startup

A.I. Investor China Portfolio

Fund Performance

Return Since Inception:-4.3%
Portfolio Daily Volatility:0.012
SSE Composite Return:-1.3%
SSE Composite Daily Volatility:0.01

Individual Stocks Performance

Fund Strategy


πŸ“… The A.I. stock picker selects 10 stocks every year
from the Shenzhen/Shanghai Stock Exchange

βš– The fund equally weights these stocks in the
portfolio

⏲ The strategy holds these stocks for 1 year with
no further transactions

πŸ“ˆ Refresh the portfolio in May every year
(Sell all and buy new stock picks)



πŸ€– Program the Robo-Investor yourself,
or follow one at your own riskπŸ”₯.

A.I. Code from the Book!

How It Works

This A.I. Investor works on international stocks, taking data from EODHistoricalData.com to build on the classic A.I. Investor, with 10x more data and almost 50 stock exchanges to select stocks from. Nothing is hidden here. This is a Robo-Investor where you can see all of the code, a little more complex than the classic A.I. Investor, but using the same principles, and with the book describing every concept used behind the A.I..

The portfolio performance may or may not do well over time, though at least you can see how the A.I. Investor works and can tweak and tinker with it as you like if you coded it yourself.

The book International Build Your Own A.I. Investor Machine Learning and long-term stock investing all in a single code project where you get to program the A.I. Investor yourself.

If that's too daunting, you can always just follow the portfolios that the A.I. outputs, at your own risk.
Requires data subscription from eodhistoricaldata.com.

But surely this can't beat the market

It might not. The aim here is to pick stocks based on their fundamental figures with Machine Learning, with the underlying approach coming from a Value Investing background-though only from a quantitative perspective.

Some rudimentary backtesting was done, with a margin of safety that should convincingly prove that at the very least it would have worked in the past. Markets themselves change a lot over time, and past performance doesn't truly prove future performance.

The A.I. Investor doesn't optimise for volatility, it instead trys to pick stocks based on the quantitative fundamentals and holds them for a long time (1 year). This kind of investment strategy will turn away most investors, so it's not as if the market is full of competitors using the same strategies.

But this is risky!

There are always risks, and relative to the market average we can't all be winners. At least the stocks picked are few, such that anyone should have time to do their own due-diligence by reading the company financial reports and getting to know the business they are buying equity in.

Generally speaking, the A.I. Investor picks stocks that are trading too cheaply relative to metrics such as their book value, return on equity, etc. Over time this should lead to outperformance.

What happens when the markets crash?

This portfolio will crash too.


This is not financial advice.

Current Portfolio Weighting

Ten stocks are chosen in May every year, taking data from the annual reports for the previous year, so that the financial data can be compared between stocks to select the best. These stocks are then held for a year, with no additional trading to re-weight the portfolio.

Because of this, some stock positions will become a larger part of the portfolio over time, see the pie chart for the current fund positioning.

Current Holdings Information

Stock ExchangeTickerCompany NameWhat They Do
SZSE200152.SZShandong Airlines Co. LtdAirlines
SSE600616.SSShanghai Jinfeng Wine Company LimitedWinemaking
SSE603003.SSShanghai Lonyer Fuels Co. LtdFuel oil supply services
SZSE300175.SZLontrue Co. LtdFood
SZSE300836.SZKunshan Top A Intelligent Equipment Co. LtdAutomotive Components
SSE603730.SSShanghai Daimay Automotive Interior Co. LtdAutomotive
SSE603787.SSJiangsu Xinri E-Vehicle Co. LtdElectrive Bicycles
SSE603087.SSGan & Lee Pharmaceuticals Co. LtdDiabetes medication
SSE600981.SSJiangsu High Hope International Group CorporationTextiles and Food
SZSE300184.SZWuhan P&S Information Technology Co. LtdIntegrated Circuits

A.I. Investor UK Portfolio

Fund Performance

Return Since Inception:1.0%
Portfolio Daily Volatility:0.008
FTSE100 Return:1.6%
FTSE100 Daily Volatility:0.008

Individual Stocks Performance

Fund Strategy


πŸ“… The A.I. stock picker selects 10 stocks every year
from the London Stock Exchange

βš– The fund equally weights these stocks in the
portfolio

⏲ The strategy holds these stocks for 1 year with
no further transactions

πŸ“ˆ Refresh the portfolio in May every year
(Sell all and buy new stock picks)



πŸ€– Program the Robo-Investor yourself,
or follow one at your own riskπŸ”₯.

A.I. Code from the Book!

How It Works

This A.I. Investor works on international stocks, taking data from EODHistoricalData.com to build on the classic A.I. Investor, with 10x more data and almost 50 stock exchanges to select stocks from. Nothing is hidden here. This is a Robo-Investor where you can see all of the code, a little more complex than the classic A.I. Investor, but using the same principles, and with the book describing every concept used behind the A.I..

The portfolio performance may or may not do well over time, though at least you can see how the A.I. Investor works and can tweak and tinker with it as you like if you coded it yourself.

The book International Build Your Own A.I. Investor Machine Learning and long-term stock investing all in a single code project where you get to program the A.I. Investor yourself.

If that's too daunting, you can always just follow the portfolios that the A.I. outputs, at your own risk.
Requires data subscription from eodhistoricaldata.com.

But surely this can't beat the market

It might not. The aim here is to pick stocks based on their fundamental figures with Machine Learning, with the underlying approach coming from a Value Investing background-though only from a quantitative perspective.

Some rudimentary backtesting was done, with a margin of safety that should convincingly prove that at the very least it would have worked in the past. Markets themselves change a lot over time, and past performance doesn't truly prove future performance.

The A.I. Investor doesn't optimise for volatility, it instead trys to pick stocks based on the quantitative fundamentals and holds them for a long time (1 year). This kind of investment strategy will turn away most investors, so it's not as if the market is full of competitors using the same strategies.

But this is risky!

There are always risks, and relative to the market average we can't all be winners. At least the stocks picked are few, such that anyone should have time to do their own due-diligence by reading the company financial reports and getting to know the business they are buying equity in.

Generally speaking, the A.I. Investor picks stocks that are trading too cheaply relative to metrics such as their book value, return on equity, etc. Over time this should lead to outperformance.

What happens when the markets crash?

This portfolio will crash too.


This is not financial advice.

Current Portfolio Weighting

Ten stocks are chosen in May every year, taking data from the annual reports for the previous year, so that the financial data can be compared between stocks to select the best. These stocks are then held for a year, with no additional trading to re-weight the portfolio.

Because of this, some stock positions will become a larger part of the portfolio over time, see the pie chart for the current fund positioning.

Current Holdings Information

Stock ExchangeTickerCompany NameWhat They Do
LSEBONHBonhill Group PlcCommunication Services
LSEPLUSPlus500 Ltd.Financial Services
LSEWBIWoodbois LimitedWood and Lumber
LSEPPHPPHE Hotel Group LimitedReal Estate/Hotels
LSECGICanadian General Investments LimitedAsset Management
LSEBHMUBH Macro LimitedAsset Management
LSEZAMZambeef Products PLCBeef Producer
LSEPAGEPageGroup plcRecruitment
LSEINDVIndivior PLCPharmaceutical
LSEPRTCPureTech Health plcBiotech

A.I. Investor HK Portfolio

Fund Performance

Return Since Inception:-13.2%
Portfolio Daily Volatility:0.013
Hang Seng Composite Return:-12.8%
Hang Seng Composite Daily Volatility:0.012

Individual Stocks Performance

Fund Strategy


πŸ“… The A.I. stock picker selects 10 stocks every year
from the Hong Kong Stock Exchange

βš– The fund equally weights these stocks in the
portfolio

⏲ The strategy holds these stocks for 1 year with
no further transactions

πŸ“ˆ Refresh the portfolio in May every year
(Sell all and buy new stock picks)



πŸ€– Program the Robo-Investor yourself,
or follow one at your own riskπŸ”₯.

A.I. Code from the Book!

How It Works

This A.I. Investor works on international stocks, taking data from EODHistoricalData.com to build on the classic A.I. Investor, with 10x more data and almost 50 stock exchanges to select stocks from. Nothing is hidden here. This is a Robo-Investor where you can see all of the code, a little more complex than the classic A.I. Investor, but using the same principles, and with the book describing every concept used behind the A.I..

The portfolio performance may or may not do well over time, though at least you can see how the A.I. Investor works and can tweak and tinker with it as you like if you coded it yourself.

The book International Build Your Own A.I. Investor Machine Learning and long-term stock investing all in a single code project where you get to program the A.I. Investor yourself.

If that's too daunting, you can always just follow the portfolios that the A.I. outputs, at your own risk.
Requires data subscription from eodhistoricaldata.com.

But surely this can't beat the market

It might not. The aim here is to pick stocks based on their fundamental figures with Machine Learning, with the underlying approach coming from a Value Investing background-though only from a quantitative perspective.

Some rudimentary backtesting was done, with a margin of safety that should convincingly prove that at the very least it would have worked in the past. Markets themselves change a lot over time, and past performance doesn't truly prove future performance.

The A.I. Investor doesn't optimise for volatility, it instead trys to pick stocks based on the quantitative fundamentals and holds them for a long time (1 year). This kind of investment strategy will turn away most investors, so it's not as if the market is full of competitors using the same strategies.

But this is risky!

There are always risks, and relative to the market average we can't all be winners. At least the stocks picked are few, such that anyone should have time to do their own due-diligence by reading the company financial reports and getting to know the business they are buying equity in.

Generally speaking, the A.I. Investor picks stocks that are trading too cheaply relative to metrics such as their book value, return on equity, etc. Over time this should lead to outperformance.

What happens when the markets crash?

This portfolio will crash too.


This is not financial advice.

Current Portfolio Weighting

Ten stocks are chosen in May every year, taking data from the annual reports for the previous year, so that the financial data can be compared between stocks to select the best. These stocks are then held for a year, with no additional trading to re-weight the portfolio.

Because of this, some stock positions will become a larger part of the portfolio over time, see the pie chart for the current fund positioning.

Current Holdings Information

Stock ExchangeTickerCompany NameWhat They Do
HKSE2728.HKJintai Energy Holdings LimitedSpeakers
HKSE1901.HKFeiyang International Holdings Group LimitedTourism
HKSE1692.HKTown Ray Holdings LimitedHousehold Appliances
HKSE8340.HKVinco Financial Group LimitedFinancial Services
HKSE8426.HKModern Living Investments Holdings LimitedReal Estate Management
HKSE8191.HKHong Wei (Asia) Holdings Company LimitedWood Boards
HKSE8106.HKShenghua Lande Scitech LimitedDigital Hardware
HKSE0630.HKAMCO United Holding LimitedMedical Devices
HKSE0607.HKFullshare Holdings LimitedIndustrials
HKSE3322.HKWin Hanverky Holdings LimitedFashion Apparel

A.I. Investor India Portfolio

Fund Performance

Return Since Inception:24.0%
Portfolio Daily Volatility:0.01
BSE SENSEX Return:19.4%
BSE SENSEX Daily Volatility:0.007

Individual Stocks Performance

Fund Strategy


πŸ“… The A.I. stock picker selects 10 stocks every year
from the Bombay/National Stock Exchange

βš– The fund equally weights these stocks in the
portfolio

⏲ The strategy holds these stocks for 1 year with
no further transactions

πŸ“ˆ Refresh the portfolio in May every year
(Sell all and buy new stock picks)



πŸ€– Program the Robo-Investor yourself,
or follow one at your own riskπŸ”₯.

A.I. Code from the Book!

How It Works

This A.I. Investor works on international stocks, taking data from EODHistoricalData.com to build on the classic A.I. Investor, with 10x more data and almost 50 stock exchanges to select stocks from. Nothing is hidden here. This is a Robo-Investor where you can see all of the code, a little more complex than the classic A.I. Investor, but using the same principles, and with the book describing every concept used behind the A.I..

The portfolio performance may or may not do well over time, though at least you can see how the A.I. Investor works and can tweak and tinker with it as you like if you coded it yourself.

The book International Build Your Own A.I. Investor Machine Learning and long-term stock investing all in a single code project where you get to program the A.I. Investor yourself.

If that's too daunting, you can always just follow the portfolios that the A.I. outputs, at your own risk.
Requires data subscription from eodhistoricaldata.com.

But surely this can't beat the market

It might not. The aim here is to pick stocks based on their fundamental figures with Machine Learning, with the underlying approach coming from a Value Investing background-though only from a quantitative perspective.

Some rudimentary backtesting was done, with a margin of safety that should convincingly prove that at the very least it would have worked in the past. Markets themselves change a lot over time, and past performance doesn't truly prove future performance.

The A.I. Investor doesn't optimise for volatility, it instead trys to pick stocks based on the quantitative fundamentals and holds them for a long time (1 year). This kind of investment strategy will turn away most investors, so it's not as if the market is full of competitors using the same strategies.

But this is risky!

There are always risks, and relative to the market average we can't all be winners. At least the stocks picked are few, such that anyone should have time to do their own due-diligence by reading the company financial reports and getting to know the business they are buying equity in.

Generally speaking, the A.I. Investor picks stocks that are trading too cheaply relative to metrics such as their book value, return on equity, etc. Over time this should lead to outperformance.

What happens when the markets crash?

This portfolio will crash too.


This is not financial advice.

Current Portfolio Weighting

Ten stocks are chosen in May every year, taking data from the annual reports for the previous year, so that the financial data can be compared between stocks to select the best. These stocks are then held for a year, with no additional trading to re-weight the portfolio.

Because of this, some stock positions will become a larger part of the portfolio over time, see the pie chart for the current fund positioning.

Current Holdings Information

Stock ExchangeTickerCompany NameWhat They Do
NSECRISIL.NSCRISIL LimitedPolicy advisory services
NSEABB.NSABB India LimitedEngineering and construction
NSESCHAEFFLER.NSSchaeffler India LimitedBearing manufacture
NSERSYSTEMS.NSR Systems International LimitedIT service management
NSERAIN.NSRain Industries LimitedCarbon specialty chemicals
NSEDICIND.NSDIC India LimitedPrinting, publishing and packaging
NSEHDFC.NSHousing Development Finance Corp LtdFinancial services
NSENESTLEIND.NSNestlΓ© India LimitedFood and beverages
NSESANOFI.NSSanofi India LimitedBiopharmaceutical
BSESTOVACQ.BOStovec Industries LtdTextiles, graphics; electroforming