WAVE 8 WEALTH MANAGEMENT

SWELL – Our Exclusive AI Technology

Wave 8 Wealth Management boasts precision and insight, thanks to the implementation of our exclusive SWELL intelligence. Our AI-driven financial research tool is at the forefront of technological innovation, leveraging cutting-edge algorithms and machine learning techniques to analyze market conditions. That’s why we chose to call it “SWELL“, which stands for Strategic Wealth Enhancement Learning Logic.

One example of SWELL’s capabilities is showcased in our Paired Strategy Model *. SWELL screens thousands of stocks daily, identifying specific paired investments with a high probability of short-term volatility with inverse correlations.

This approach creates self-hedging stock pairs to mitigate potential risks associated with market fluctuations. When implementing this strategy for trades, Wave 8 Wealth Management selects one side of the stock pair to go long (expecting an increase in value), while selecting the other side to go short (expecting a decrease in value). This dual approach allows for the chance of capturing gains on the long side while also profiting on the short side.
Our focus with the pairs strategy is achieving quick and modest profits while minimizing losses through automatic stops. This is accomplished through short trading cycles, typically ranging from 2 to 7 days for each pair.
The Pairs Strategy Model * is just one example of how SWELL helps us analyze data to identify potentially lucrative trades. But we also use SWELL’s intelligence in our day-to-day portfolio management to help select diversified assets.
SWELL delves deep into a myriad of factors that influence stock performance, including economic indicators, industry trends, company fundamentals, and real-time market sentiment. By synthesizing this vast amount of data, our AI constructs an overview of the market landscape, enabling it to select stocks that are inversely correlated to provide sensible diversification. Whether looking for aggressive growth, tax-friendly long-term growth, income, or safety, we can tailor SWELL to focus on your specific objectives.

*Our Pairs Strategy Model creates ordinary gains and losses due to its short-term trading cycles. Therefore, the Pairs Strategy Model is best suited for qualified, tax-deferred accounts, such as a 401(k) or IRA.