Quantitative Portfolio Intelligence

What is QPI?

Quantitative Portfolio Intelligence (QPI) is our proprietary platform designed to develop quantitative models for evaluating stocks and trading strategies offered through U.S.-regulated copy-trading services — with access to over 5,200 strategies.

What QPI Enables

  • Creation of models applied to trading strategies and stocks

  • Construction and simulation of portfolios based on trained models

  • Development of automated, real-time portfolio strategies

Note:
The performance data shown is hypothetical and provided for informational purposes only. Results reflect simulated strategies with estimated slippage, commissions, and assumed fees (2% management / 20% performance).
All figures are denominated in U.S. dollars.
Past performance is not indicative of future results.

QPI Product Suite

The QPI platform powers three institutional-grade products.

Below, we highlight our flagship trading strategy, designed to deliver consistent, risk-adjusted returns across market cycles.

Strategy Overview

QPI StockPicker is a fully automated long/short equity strategy that applies a proprietary, rule-based model to score and trade stocks within the S&P 500.

By focusing on this liquid and transparent universe, the strategy enables:

  • Efficient execution

  • Robust validation

  • Scalable alpha generation

Positions are systematically rebalanced using refreshed quantitative metrics, with trade frequency optimized to capture short-term alpha while maintaining cost efficiency.

Portfolio Construction & Risk Management

  • Emphasis on diversification, disciplined position sizing, and layered risk controls

  • Includes stop-loss logic and capital-at-risk limits

  • Validated through 17+ years of historical simulation and live capital deployment

  • Designed for low correlation to major equity benchmarks

  • Hedged structure supports performance across bull and bear markets

A valuable diversifier for both individual and institutional investors

Key Strategy Highlights

  • Strategy Type: Systematic Long/Short Equity

  • Investment Approach: Fully automated, data-driven model using proprietary multi-factor scoring for long and short positions

  • Rebalancing Frequency: Regular and systematic, based on updated quantitative scores to balance alpha capture and turnover

  • Holding Period: Varies by position; based on strength and consistency of model signals

  • Model Design: Rule-based, adaptive to market conditions, validated through 17 years of simulation and live capital

  • Risk Management: Daily reviews, strict position sizing, stop-loss thresholds, capital-at-risk controls

  • Target Returns: 35%+ average annualized return with drawdowns under 20% (historical simulation + live data)

  • Market Cycle Resilience: Designed for both bull and bear markets; proven strength in volatile conditions

  • Correlation Profile: Low correlation to broad equity indices; strong potential for portfolio diversification

  • Capital Allocation: Broad exposure to long and short positions, governed by proprietary sizing constraints

  • Portfolio Fit: Enhances risk-adjusted returns; helps reduce beta exposure in traditional equity portfolios

Investment Flexibility

  • Liquidity: No lock-up period — investors may enter or exit at any time

Disclosures
Disclaimer

This content is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment products. Any such offer or solicitation will be made solely through formal offering documents, which include important information regarding risks, fees, and expenses. This content is not intended for use or distribution in any jurisdiction where such use would violate applicable laws or regulations.

The strategy described herein is offered through a structure operated by a registered investment fund manager and exempt market dealer. Lisa Chen Trading Inc. (LCT) is not itself a registered dealer, portfolio manager, or investment fund manager. Investment-related communications are conducted by individuals duly registered with a regulated entity.

Offered pursuant to Regulation D, Rule 506(b/c), this opportunity is available only to qualified investors, including accredited investors, qualified purchasers, permitted clients, or other eligible individuals and entities as defined under applicable securities laws. It is not intended for retail investors unless allowed under specific exemptions.

Performance Disclosure

The performance information presented includes both hypothetical (backtested) and live trading results. Hypothetical performance is shown for illustrative purposes only, is based on assumptions that may not reflect actual conditions, and involves limitations. Actual results may differ materially. No assurance is provided that future performance will resemble the figures shown.

Performance metrics such as returns, volatility, Sharpe ratio, and correlation are derived from data believed to be reliable, but they have not been independently audited. Unless otherwise stated, performance figures are net of simulated management and performance fees and may change without notice. Past performance—actual or hypothetical—should not be relied upon when making investment decisions.

Risk Disclosure

Investing in hedge funds and alternative strategies involves substantial risk, including the risk of loss of principal. The strategy may employ leverage, short selling, and other advanced techniques that can increase exposure to market fluctuations and are not suitable for all investors. No guarantee can be made that the strategy will meet its objectives or avoid losses.

Forward-Looking Statements

This content may include “forward-looking statements” such as projections, forecasts, or estimates of future performance. These statements are based on assumptions, involve risks and uncertainties, and should not be viewed as guarantees of future results.

Confidentiality & Distribution

This material is confidential and intended solely for the individual or entity to whom it is delivered. It may not be reproduced, shared, or used for any other purpose without the express written consent of LCT or its affiliates.

Click here to download a sample of our portfolio using our strategies
Click here to download an example of our trading strategy analysis
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RISK DISCLOSURE & DISCLAIMER

Trading futures and forex involves significant risk of loss and is not suitable for everyone. Past performance is not necessarily indicative of future results. World Cup Advisor® is a Registered Trademark of Robbins Financial Group Ltd. Neither World Cup Advisor or its affiliates control or guarantee the accuracy, relevance, timeliness or completeness of information contained on this website. Futures, foreign currency and options trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardizing one’s financial security or lifestyle. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance is not necessarily indicative of future results. View Full Risk Disclosure CFTC Rules 4.41 – Hypothetical or Simulated performance results have certain limitations, unlike an actual performance record, simulated results do not represent actual trading. Also, since the trades have not been executed, the results may have under-or-over compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profit or losses similar to those shown. Hypothetical Performance Disclosure: Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown; in fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk of actual trading. for example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all which can adversely affect trading results.

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