At AVI Stocks, we have developed algorithmic long-term investment strategies and, based on them, created computer programs for stock selection. These programs make it possible to achieve fundamentally higher returns compared to investing in the S&P 500 index. At the same time, the return-to-risk ratios also significantly outperform the S&P 500 index.
Average Annual Returns for Different Periods as of 01.01.2025
| Strategy | 2 Years | 5 Years | 10 Years | 15 Years | 25 Years |
|---|---|---|---|---|---|
| INDIGO | 25,27% | 17,42% | 14,64% | 17,80% | 13,23% |
| GREEN | 38,93% | 21,43% | 17,10% | 20,14% | 14,69% |
| YELLOW | 50,30% | 45,62% | 25,61% | 24,66% | 16,81% |
| POWER | 74,43% | 39,86% | 35,66% | 29,65% | 20,53% |
| STABILITY | 18,14% | 13,62% | 16,73% | 17,93% | 14,12% |
| S&P 500 | 25,65% | 14,53% | 13,10% | 13,88% | 7,70% |
The table and charts show that an investor who builds a stock portfolio based on AVI strategies earns fundamentally higher returns than the market average. Moreover, this result comes from long-term investing based on fundamental analysis of companies, rather than from risky trading.
| For the period of 312 months from 01/01/2000 to 01/01/2026 | INDIGO | GREEN | YELLOW | POWER | EMERALD | STABILITY | AVICORE | S&P 500 |
| Average Annual Return (CAGR): | 14,45% | 11,38% | 19,05% | 23,99% | 23,10% | 15,98% | 21,47% | 8,07% |
| Maximum Drawdown (monthly measurements): | -46,46% | -56,09% | -59,02% | -47,52% | -25,48% | -30,15% | -33,43% | -50,82% |
| Standard Deviation (Risk): | 22,70% | 30,58% | 32,00% | 29,37% | 16,27% | 13,10% | 21,09% | 17,19% |
| Sharpe Ratio (Return per Unit of Risk): | 0,61 | 0,43 | 0,65 | 0,84 | 1,30 | 1,05 | 0,97 | 0,38 |
| Best Year: | 56,96% | 69,89% | 80,82% | 95,92% | 53,58% | 40,81% | 61,28% | 32,39% |
| Worst Year: | -34,37% | -45,78% | -42,43% | -38,19% | -14,30% | -18,69% | -20,25% | -37,00% |
| For the period of 312 months from 01/01/2000 to 01/01/2026 | INDIGO | GREEN | YELLOW | POWER | EMERALD | STABILITY | AVICORE | S&P 500 |
| Average Annual Return (CAGR): | 15,23% | 14,26% | 20,11% | 23,35% | 22,73% | 17,51% | 22,91% | 8,07% |
| Maximum Drawdown (monthly measurements): | -49,22% | -63,30% | -64,73% | -48,44% | -31,87% | -30,58% | -33,92% | -50,82% |
| Standard Deviation (Risk): | 23,58% | 32,47% | 39,90% | 29,03% | 17,99% | 12,58% | 22,38% | 17,19% |
| Sharpe Ratio (Return per Unit of Risk): | 0,63 | 0,50 | 0,57 | 0,83 | 1,18 | 1,21 | 0,99 | 0,38 |
| Best Year: | 58,25% | 84,95% | 154,58% | 89,01% | 52,23% | 42,62% | 65,79% | 32,39% |
| Worst Year: | -36,68% | -45,07% | -43,21% | -39,30% | -19,79% | -18,67% | -23,04% | -37,00% |
Analysis of any stock from our database upon your request.
Not the fastest, but a very steady growth.
Ability to build your own personalized investment portfolio.
Continuously updated stock portfolios recommended by our growth strategies at the current moment.
Example table from the growth strategies section
A stock portfolio that is currently among the best in terms of dividend yield and reliability of future dividend growth.
Access to an investor chat. As well as:
– List of recommended ETFs
– List of recommended crypto investments
| Feature |
Lite
from $9
/month
|
Comfort
from $14
/month
|
Business
$79
/month
|
|---|---|---|---|
| Investor Chat | ✔ | ✔ | ✔ |
| Single Stock Analysis (on request) | 3 per month | 10 per month | Unlimited |
| Proven High-Growth Strategies: | |||
| Indigo | ✔ | ✔ | ✔ |
| Green | - | ✔ | ✔ |
| Yellow | - | - | ✔ |
| Dividend Strategy ("DIV") | - | - | ✔ |
| Low Volatility Strategy ("Stability") | - | - | ✔ |
| Maximum Return Strategy ("Power") | - | - | ✔ |
| Online Consultation | - | - | 4 times per year |
| ETF List (selected by us) | - | ✔ | ✔ |
| Crypto List (selected by us) | - | ✔ | ✔ |
Данный материал предназначен исключительно для аналитических и образовательных целей и не является индивидуальной инвестиционной рекомендацией, предложением купить или продать какие-либо ценные бумаги либо иным образом участвовать в инвестиционных сделках.
Любые приведённые списки, модели или стратегии основаны на алгоритмическом анализе и не учитывают целей, финансового положения и инвестиционного профиля конкретных лиц.
Компания не несёт ответственности за возможные убытки, возникшие в результате использования представленной информации.
Перед принятием инвестиционных решений рекомендуется проконсультироваться с лицензированным инвестиционным советником в вашей юрисдикции.
