INVESTment Strategy
As of December 31, 2024, Hoperation Fund manages a portfolio valued at $22,800.44. The investment portfolio achieved a return of 41.3% in 2024. Since its inception at the beginning of June 2023, the portfolio has achieved a return of 74.5%, nearly doubling the performance of market index ETFs such as SPY and QQQ.
Hoperation Fund employs a rigorous, disciplined investment strategy that prioritizes high-quality businesses, long-term holdings, intrinsic value, and risk control.
-
Core Portfolio (60-70%): Capital is primarily allocated to U.S. companies with stable growth trajectories, durable competitive advantages, and strong fundamentals—including high returns on capital, robust free cash flow generation, and low debt levels.
-
Growth Allocation (10-20%): A smaller strategic portion targets high-growth opportunities with outsized return potential, balancing the core portfolio’s stability with strategic upside.
-
Risk Mitigation (10-30%): To hedge against market volatility, an AI-driven algorithm dynamically adjusts capital allocation across various financial vehicles, minimizing portfolio drawdowns during periods of heightened market uncertainty.
The figure below shows the comparison of the monthly investment returns of the Hoperation Fund's portfolio against the returns of benchmark market index funds: SPY and QQQ. In 2024, the Hoperation Fund's investment portfolio has achieved a return of 41.3%, significantly outpacing the major benchmarks such as the SPY (S&P 500 Index ETF) and the QQQ (Nasdaq 100 Index ETF).
