Hoperation Fund
Investment Strategy
As of May 30, 2026, the Hoperation Fund manages a portfolio valued at $34,169.33. Since its inception in early June 2023, the portfolio has achieved a total return of 149.0%, significantly outperforming major market indexes such as the S&P 500 and the NASDAQ-100, which returned 87.6% and 116.4%, respectively, over the same period. The portfolio’s compound annual growth rate (CAGR) is approximately 35.5%, compared with approximately 23.4% for the S&P 500 Index and 29.3% for the Nasdaq-100 Index.
We run a two-engine portfolio that blends quality/value investing with an AI-driven overlay.
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Core (≈80%)—Long-term value: Own high-quality companies with strong profitability, solid balance sheets, robust free cash flow, and wide and durable moats. Low turnover supports compounding and tax efficiency.
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Tactical (≈20%)—AI dynamic allocation: An AI model, developed by the founder Olivia, gauges market regime and near-term direction. In risk-on phases, the model tilts toward higher-beta equities and, selectively, leveraged ETFs. In risk-off phases, the model adds hedges or rotates to lower-beta/negatively correlated assets.
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Risk discipline: Clear limits on exposure and concentration, stress testing, liquidity standards, and cost-aware, tax-sensitive rebalancing.
In the past years, this strategy captured long-run equity compounding while improving the path of returns—participating in up-markets, cushioning drawdowns, and enhancing after-tax outcomes.
The figure below shows the comparison of the monthly investment returns of the Hoperation Fund's investment portfolio against the returns of benchmark market index funds: SPY and QQQ.
