In 2024, the global financial market rose overall, naturally leading to significant gains in the global asset allocation strategy. Among the major events, the US began a cycle of interest rate cuts, and the settled presidential election results brought about the Trump trade. China introduced a series of economic stimulus policies, and Hong Kong and A-shares rebounded in Q4.

 

AQUMON, with its strong data analysis and algorithm construction capabilities, coupled with the accurate forecasting of AI Macro, brought stable and attractive returns to investors. This highlights its professional ability to identify investment signals in complex and volatile financial markets, while effectively controlling risks.

 

 

Flagship Portfolio Performs Outstandingly

 

The flagship investment portfolio performed outstandingly. The aggressive SmartGlobal investment portfolio (80% stocks, 20% bonds, Hong Kong-listed ETF portfolio) achieved a return of 16.86% for the full year of 2024, bringing substantial profits to investors. At the same time, the SmartGlobal Max aggressive investment portfolio (80% stocks, 20% bonds, US-listed ETF portfolio) achieved a return of 13.62% for the full year of 2024, also achieving impressive results. This fully proves that AQUMON's flagship portfolio continues to perform robustly under different market conditions, being able to navigate market volatility and achieve long-term asset appreciation for investors.

 

 

Some clients are concerned about the comparative performance of AQUMON. Below are the results for the largest hedge fund globally in 2024. Many well-known fund managers charge a 2% management fee and a 20% performance fee, and they also have restrictions on the amount of investment. The performance of AQUMON’s global macro asset allocation portfolio (after fees) is comparable to these large institutions.

 

 

 

Thematic Portfolios Flourish, Delivering Impressive Returns

 

In 2024, AQUMON’s thematic portfolios also performed exceptionally well, with more than five thematic portfolios achieving double-digit annual returns, providing investors with a diversified range of satellite portfolio income sources. Among them, the "High Dividends" with its stable dividend income, has become the preferred choice for investors seeking a steady cash flow. The  "HK Markets Leaders" closely follows the industry development trends of the Hong Kong stock market, precisely positioning itself in leading enterprises within the industry. The  "Global Tech Gaints" focuses on the latest fields such as AI, and its performance naturally soars.

 

 

 

Balancing Risk Control and Returns, Impressive Sharpe Ratio

 

In 2024, whether it's the flagship investment portfolio or theme investment portfolio, their average Sharpe ratio reached 1.56. The Sharpe ratio is an important indicator to measure the risk-adjusted return of the investment portfolio. The higher the value, the higher the excess return obtained by the investment portfolio under the same risk. This impressive Sharpe ratio fully explains that the SmartGlobal portfolio can still achieve exciting investment performance while controlling risks, providing investors with a high cost-effective investment choice.

 

 

ETF Investment Advantages are Highlighted, Net Inflow of Funds is Strong

 

In 2024, the net inflow of funds into US ETFs reached 1 trillion US dollars, which once again proved investors' high recognition of ETF investment tools. ETFs have many advantages, such as strong liquidity, low cost, and investment transparency, which can help investors efficiently achieve asset allocation and diversified investment. The outstanding performance of AQUMON's investment portfolio is due to its underlying ETFs going through AQUMON's multi-dimensional screening and scientific configuration. These ETFs cover various types of major assets, effectively reducing investment risks through scientific diversification and achieving stable returns for investors.

 

 

A new portfolio is about to be launched

 

After 8 years of dedicated development, AQUMON has formed the strongest asset allocation investment portfolio, winning widespread praise from customers with its professional investment management capabilities and advanced fintech methods. To meet the ever-changing needs of investors, AQUMON is about to launch an upgraded version of the global asset allocation portfolio SmartGlobalC 2.0 in January. This new portfolio is not only suitable for investors seeking a diversified portfolio including digital assets but also for investors with strict risk management requirements. SmartGlobalC 2.0 combines traditional financial tools with innovative virtual assets, bringing more possibilities and opportunities to customers' investments.

 

For more detailed information about AQUMON's investment portfolio, please log in to the AQUMON app to check, start your journey of wealth growth, and create a better future with AQUMON!

 

 

About us

AQUMON is a Hong Kong based award-winning financial technology company. Our mission is to leverage smart technology to make next-generation investment services affordable, transparent and accessible to both institutional clients and the general public. Through its proprietary algorithms and scalable, technical infrastructure, AQUMON’s automated platform empowers anyone to invest and maximize their returns. AQUMON has partnered with more than 100 financial institutions in Hong Kong and beyond, including AIA, CMB Wing Lung Bank, ChinaAMC, and Guangzhou Rural Commercial Bank. Hong Kong University of Science and Technology, the Alibaba Entrepreneurs Fund, affiliate of BOC International Holdings Limited, Zheng He Capital Management and Cyberport are among AQUMON's investors. 

 

The brand is held under Magnum Research Limited and is licensed with Type 1, 4 and 9 under the Securities and Futures Commission (SFC) of Hong Kong. AQUMON is also licensed by the U.S. Securities and Exchange Commission (SEC) and the Asset Management Association of China (AMAC).

 

Disclaimer

Viewers should note that the views and opinions expressed in this material do not necessarily represent those of Magnum Research Group and its founders and employees. Magnum Research Group does not provide any representation or warranty, whether express or implied in the material, in relation to the accuracy, completeness or reliability of the information contained herein nor is it intended to be a complete statement or summary of the financial markets or developments referred to in this material. This material is presented solely for informational and educational purposes and has not been prepared with regard to the specific investment objectives, financial situation or particular needs of any specific recipient. Viewers should not construe the contents of this material as legal, tax, accounting, regulatory or other specialist of technical advice or services or investment advice or a personal recommendation. It should not be regarded by viewers as a substitute for the exercise of their own judgement. Viewers should always seek expert advice to aid decision on whether or not to use the product presented in the marketing material. This material does not constitute a solicitation, offer, or invitation to any person to invest in the intellectual property products of Magnum Research Group, nor does it constitute a solicitation, offer, or invitation to any person who resides in the jurisdiction where the local securities law prohibits such offer. Investment involves risk. The value of investments and its returns may go up and down and cannot be guaranteed. Investors may not be able to recover the original investment amount. Changes in exchange rates may also result in an increase or decrease in the value of investments. Any investment performance information presented is for demonstration purposes only and is no indication of future returns. Any opinions expressed in this material may differ or be contrary to opinions expressed by other business areas or groups of Magnum Research Limited and has not been updated. Neither Magnum Research Limited nor any of its founders, directors, officers, employees or agents accepts any liability for any loss or damage arising out of the use of all or any part of this material or reliance upon any information contained herein.