VelaDeck currently supports six AI-driven US equity strategies. Each one has a distinct philosophy, holdings target, and rebalancing cadence. You can allocate USD to any combination — the dashboard blends them into a single portfolio view.
US20 — Top Value Stocks (monthly, 20 holdings)
Value screener: US-listed names trading below 15× P/E with a bounce setup. Best-performing strategy over the long horizon; 5Y return sits near +145%. Rebalanced monthly.
WB15 — Best of Buffett (quarterly, 15 holdings)
AI overlay on Buffett-style holdings: economic moat, high ROE, reasonable valuation, Berkshire-adjacent universe. The only quarterly rebalance in the catalog — lower turnover, longer holding periods.
IT15 — Tech Titans (monthly, 15 holdings)
Top-15 US tech names each month. Higher beta than the other strategies; tracks INFOTECH sector loosely. Highest 1Y return in the lineup right now (+43%).
SP20 — Beat the S&P 500 (monthly, 20 holdings)
The AI reads every S&P 500 name each month and picks the 20 most likely to outperform the index. A pure alpha-vs-benchmark play.
DOW10 — Dominate the Dow (monthly, 10 holdings)
Blue-chip only: the AI ranks all 30 Dow components each month and picks the 10 with the strongest signal. Smallest holding count, so each position is a bigger bet.
MM20 — Mid-Cap Movers (monthly, 20 holdings)
Momentum + fundamentals in the $2–10B mid-cap range. Highest recent 1Y number in the catalog (+52%), also the highest volatility.
Mixing them
Because each strategy has its own personality (value vs growth, small vs large cap, monthly vs quarterly), blending them smooths out the ride. A common starting mix: $500 in US20 + $500 in WB15 + $300 in IT15. The dashboard will show you the blended historical curve so you can iterate before turning on live trading.