ClearAlpha Capital August Monthly Report: Outperforming the Market, Embracing September Challenges

The U.S. stock market demonstrated steady performance throughout August. While the S&P 500 Index rose 1.91%, ClearAlpha Capital achieved a 5.09% gain during the same period, significantly outperforming the broader market.

August Performance Highlights

• S&P 500 Index: +1.91%

• ClearAlpha Capital Portfolio: +5.09%

This demonstrates that even amid market volatility and heightened risk aversion, our investment strategy maintained its resilience and stability.

Market Risk Aversion Intensifies

During the latter half of August, market risk aversion intensified, primarily manifested as:

• Capital flows into safe-haven assets like bonds and gold;

• Large institutional investors adopting strategies to reduce or adjust positions;

• Investors adopting a cautious stance toward September market prospects.

Historical Pattern: September Typically Under Pressure

Historically, September has often been a relatively weak month for the S&P 500 Index. This trend stems from several factors:

• Institutional investors adjusting positions at the end of the third quarter;

• Frequent macroeconomic data releases amplify volatility;

• Seasonal factors lead to reduced liquidity.

Consequently, major institutions began positioning as early as late August, preemptively adjusting their holdings—a trend that has impacted certain stocks in our portfolio.

Looking Ahead to September

We will closely monitor the following areas:

1. Institutional capital flows — Signs of further withdrawal from equities;

2. Macroeconomic data releases — particularly inflation and employment figures;

3. Sector rotation — identifying potential safe-haven industries for capital.

Although September may present greater market challenges, we will maintain a prudent and flexible operational strategy, managing risks while seeking new investment opportunities.

Risk Advisory

• Market volatility may intensify in September; maintain rationality.

• Investing is not a single-month game; long-term, steady compound growth is paramount.

• ClearAlpha Capital will continue providing members with trading intelligence and operational guidance.

Closing Remarks

August delivered results that outperformed the broader market, yet September may present the true test.

Markets may fluctuate, but our strategy remains steadfast.

Let us advance steadily alongside our partners.

Stay tuned for updates from ClearAlpha Capital—check your email and notifications for the latest developments.