Know which ETFs to buy and sell
Quantitative ETF analysis with algorithm based selection and buy/sell guidance for individual investors
Alpha (α)
Provides quantitative guidance to individual investors using computers for the collection and analysis of financial market data to detect hidden trends or patterns with algorithm-based ETF selection and buy/sell decisions.
Lambda (λ)
Designed for sophisticated investors seeking maximum growth throughout all market conditions. Lambda exclusively recommends levered Exchange Traded Funds (ETFs). Levered ETFs allow sophisticated investors to take advantage of up and down markets with an ETF.
Nu (ν)
Nu helps investors untangle the myriad of fund offerings at Vanguard and recommends the funds outperforming their peers. Nu collects and analyzes performance data of many funds offered by Vanguard to help investors optimize their portfolio.
Alpha & Lambda Historical Returns
The chart below shows how Alpha and Lambda have performed each calendar year since their inceptions in 2016 (Alpha) and 2018 (Lambda).
Performance quoted represents past performance and does not guarantee future results.
*Lambda results shown for 2016 and 2017 are back tested.
Alpha & Lambda Annual Total Returns
(for periods ending December 31, 2018)
Performance quoted represents past performance and does not guarantee future results.
*Lambda results shown for 2-Years and 3-Years are back tested.
Investing With Exchange Traded Funds
An ETF, like a mutual fund, is a basket of securities (stocks, bonds, commodities, or physical assets) that trade like common stocks on a public exchange. Alpha and Lambda typically select ETFs based on a narrowly focused index or geographic/economic regional index.
- Exchange – ETFs are listed on exchanges, typically BATS, also NYSE and NASDAQ.
- Traded – ETFs can be bought or sold continuously throughout the trading day in a brokerage account.
- Fund – ETFs, like mutual funds, divide ownership of the basket of securities into shares that can be purchased, providing the owner fractional ownership of all the securities.
Investing With ETFs
ETFs enable investors to buy a basket of securities with a single transaction throughout the trading day.
Liquidity
Traded throughout the day
Diversification
Reduced risk exposure to individual companies.
Transparency
Real-time price information,
Daily disclosure of holdings
Low Cost
Low expense ratios and low trading commissions
No $ Minimums
Investors can buy a single share
Tax Efficiency
In-kind redemptions minimize capital gains
Seeking Maximum Growth and Diversification
ETFs allow investors to focus their strategy with stocks from narrowly focused economic sectors, geographic regions, types of bonds, physical assets, or commodities while remaining diversified.
Alpha Performance
Alpha has significantly outperformed the S&P 500 ETF (SPY) every year since 2006.
Consistently Beating the S&P 500
Seeking maximum performance, preservation of capital, and diversification, Alpha has outperformed the SPY annually.
2006 – 2015 are a back tested, results from 2016 onward are actual performance.
Our Founding
Alpha Investors was founded in 2018 by Jeffrey Lees, to provide quantitative analysis of ETFs with algorithm based selection and buy/sell guidance to individual investors. Jeffrey is an aerospace engineer at the Johns Hopkins Applied Physics Laboratory with a passion for investing.
Jeffrey’s interest in investing developed from watching Wall $treet Week with Louis Rukeyser on PBS as a student saving for college. Jeffrey has experience investing in mutual funds, stocks, options, and Exchange Traded Funds (ETFs).
Jeffrey holds a B.S in Engineering from Colorado School of Mines, an M.S. in Systems Engineering and an M.S. in Finance from Johns Hopkins University.