Lumos Alpha
Stock Portfolio Overview
We specialize in managing investment portfolios for high-net-worth individuals, families, and investment entities worldwide. Our firm has built a strong track record, delivering a compound annual return of over 25% (flagship portfolio) in recent years by integrating quality investing strategies with advanced AI technologies to enhance returns and mitigate risk.
Disciplined Strategy
Our investment philosophy prioritizes long-term holdings in high-quality companies with durable competitive advantages, low debt burdens, capital efficiency, strong profitability, stable revenue and free cash flow growth, and attractive valuations.
AI-Powered Risk Management
Risk control is at the core of our portfolio management. Since 2015, we have developed AI-driven algorithms to monitor and predict market conditions, helping us proactively hedge potential risks. Trained on vast financial and economic datasets—particularly from critical market downturns in 2018, 2020, and 2022—our AI models have demonstrated high efficiency in identifying market risks and enhancing downside protection.
Customized Solutions
We design and manage tailored investment portfolios aligned with each client’s unique financial objectives, risk tolerance, and return expectations.
Tax-Efficient Approach
To maximize after-tax returns, we emphasize a low-turnover, tax-efficient investment methodology. The majority of capital remains in long-term holdings, with only 10–20% allocated for dynamic adjustments, reducing taxable events and optimizing overall portfolio efficiency.
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Flagship Portfolio
The flagship stock portfolio is designed for clients willing to accept slightly lower market volatility in exchange for substantially higher long-term returns.
From 2018 to 2024, this portfolio has achieved a compound annual growth rate (CAGR) of 26.3%, double the S&P 500’s CAGR of 13.7%, while showing a comparable maximum drawdown of the index.
Balanced Portfolio
The balanced stock portfolio is designed for clients seeking market-level returns with significantly lower volatility.
From 2018 to 2024, this portfolio has achieved a compound annual growth rate (CAGR) of 14.0%, slightly outperforming the S&P 500’s CAGR of 13.7%, while experiencing less than half the maximum drawdown of the index.