Systematic AI Investing Portfolios: Rebalance 06/16/2025

Research group for paying subscribers of this substack to access the live strategy books for auto trading via IB Pro or Tradier:

https://www.portfolio123.com/app/group/348

Please use the same email address for this substack and in P123, so I can add paying subscribers to the research group in P123.

System Book 1

https://www.portfolio123.com/port_summary.jsp?portid=1830153

Corresponding Live Book:

https://www.portfolio123.com/port_summary.jsp?portid=1829380

System Book 2

https://www.portfolio123.com/port_summary.jsp?portid=1853542

Corresponding Live Book (pop at the beginning not reflected in the cap curve, since it takes prices near the close + calculates slippage).

https://www.portfolio123.com/port_summary.jsp?portid=1853545

Strategy Book 3

https://www.portfolio123.com/port_summary.jsp?portid=1853549

Corresponding Live Book (pop at the beginning not reflected in the cap curve, since it takes prices near the close + calculates slippage).

https://www.portfolio123.com/port_summary.jsp?portid=1853536

Portfolios and Transactions in Excel Cloud Files: