Investment Strategy
As of December 31, 2024, Hoperation Fund manages a portfolio valued at $22,800.44. The investment portfolio achieved a return of 41.3% in 2024. Since its inception at the beginning of June 2023, the portfolio has achieved a return of 74.5%, nearly doubling the performance of market index ETFs such as SPY and QQQ.
We run a two-engine portfolio that blends value investing with an AI-driven overlay.
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Core (≈60%)—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 (≈40%)—AI dynamic allocation: An AI model, developed by the President 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 portfolio against the returns of benchmark market index funds: SPY and QQQ. In 2024, the Hoperation Fund's investment portfolio has achieved a return of 41.3%, significantly outpacing the major benchmarks such as the SPY (S&P 500 Index ETF) and the QQQ (Nasdaq 100 Index ETF).
