In this short video, the speaker outlines a rules‑based, AI‑informed investing approach that avoids speculative or under‑performing companies. He stresses that only stocks meeting an “all‑green” set of criteria—strong fundamentals, low volatility, and positive risk capacity—should be held. The portfolio should be diversified, either 20 stocks at 5% each or 40 stocks at 2.5% each, held for roughly 12 months and then rebalanced. When a sharp pullback occurs, the AI model flags it as a buying opportunity; because the stocks are all‑green, a dip signals a chance to add to the position rather than an exit trigger. The speaker contrasts this method with traditional wealth‑manager services, arguing that the DIY data‑driven approach eliminates high fees, complex structures, and retail bias, giving investors full control via their broker.
Chapters
They're then saying, oh, all companies are like that. Now, can the 90% sink the 10%? Of course they can. You can have good companies drowned by just too many bad companies, and we'll come to that in a second. But none of these meet our criteria. Just so— now, does that mean these companies can't go up? Of course they could go up, okay? They might shoot up. Look at this one, it's up 77%, even though on every other criteria in the last 6 months, every other criteria doesn't work. Well, that's what's called speculation. We don't look for the ones where which are likely to go up based on them being really bad, that's speculation and gambling. We wouldn't do that. We had a businessman contact us this week and we have quite a few business people who say, look, company's got excess cash. I want to invest it in an investment account. And I said, look, instead of giving it to a wealth manager and paying endless fees forever and then milking you dry with complicated structures, why don't we just give you the data, show you how to only have the ones which are all green and based on your risk capacity, avoid the volatilities which are pink, i.e., elevated volatility. 30s, hold for 12 months, and then rebalance. Okay, 20 securities, 5% in each, or 40 securities, 2.5% in each, based on ones which are all green. And that's going to save you a bloody fortune, and you'll be in total control with your broker, whichever broker you choose. Far more sensible than just randomly saying, well, I'm going to outsource it to somebody, or I'm just going to have retail, uh, biases and nonsense go through me. So where are we on AI? It's not looking bad. We are getting sharp pullbacks. I'm going to explain that. How do you decide when a drop is worth buying is buying the dip or is, oh my God, this is rubbish. Well, first of all, you shouldn't have the companies where a drop means you want to exit. You should only have the companies which are all green. So a drop means you want to buy more.
