The Blog

Jan Portfolio Return: +1.22% Jan S&P 500 (SPX): +1.37%

December Portfolio Return: +2.98% December S&P 500 (SPX): +0.11% 2025 Annual Portfolio Return: +21.82% 2025 Annual S&P 500 (SPX): +16.39% December Performance Review In December, the ClearAlpha Capital portfolio achieved a monthly return of +2.98%, significantly outperforming the S&P 500, which rose only +0.11% during the same period. Amid year-end liquidity tightening, fluctuating market sentiment, and intensifying sector divergence, this performance stemmed primar

Portfolio return (November): +2.31% S&P 500 (November): +0.13% November was a constructive month for ClearAlpha Capital, as our concentrated basket of stocks delivered a +2.31% return and materially outperformed the broader S&P 500, which rose only +0.13%. This result reflects the benefits of our selective, fundamentals-first approach during a month of mixed market leadership.

Our portfolio rose 0.68% this month. Compared to the S&P 500 Index's gain of approximately 2.5%, our performance remained relatively resilient. This was primarily due to our deliberate avoidance of AI and related technology sectors that drove the broader market's advance this month. We believe the valuations and market expectations surrounding the current AI theme have become significantly stretched, with volatility and risks exceeding our risk budget. Our investment strategy

Dear Members, Thank you for your continued trust and support in Clear Capital. Today we have released a new trading intelligence update....

Dear Members, Thank you for your continued trust and support in Clear Capital. Today, we have released a new trading intelligence update....

In the month of September, our fund achieved a monthly gain of +0.36%. By comparison, the S&P 500 Index recorded a gain of +3.53% over...

Dear Members, Thank you for your continued trust and support in Clear Capital. Today, we have released a new trading intelligence update....