MEGA · DERBY · OMEGA · PHASE · Digital Landlord · Defend & Pivot • Proprietary • Rule-based • Concentrated
AlphaCo Systematic Strategies are fully rule-based and mechanical, with no discretionary decisions, leverage, or market timing. Holdings are equally weighted and rebalanced semi-annually (or annually for THRIFT) on May 31 and December 31.
The MEGA strategy systematically selects quality companies by market capitalization to create a concentrated portfolio of elite mega-cap companies. It provides disciplined exposure to market leaders while mitigating benchmark concentration risk.
The DERBY strategy is a proprietary high-beta growth approach that captures efficient high-volatility opportunities to deliver outsized returns in a systematic, repeatable manner.
The OMEGA strategy invests in elite large-cap companies selected for sustainable earnings growth, attractive relative valuations, and a strong commitment to shareholder distributions.
PHASE is AlphaCo’s proprietary customized thematic strategy family designed for investors seeking to benefit from specific macro economic trends or macro investment theme.
The Digital Landlord Strategy uses the Wheel — a rules-based options approach that generates monthly income by systematically selling puts and covered calls on quality stocks you are willing to own. It mimics being a landlord: collect “rent” (premiums) while retaining ownership or the right to acquire high-quality assets.
The Defend & Pivot Strategy is a structured two-phase options overlay for high-conviction large-cap equity holdings. It protects against near-term volatility and corrections while positioning for leveraged participation in a long-term recovery.
MEGA · DERBY · OMEGA · PHASE · Digital Landlord · Defend & Pivot • 專利 • 規則基礎 • 集中型
AlphaCo Systematic Strategies 是完全規則基礎與機械式的策略，無自由裁量決定、無槓桿、無市場時機操作。持股等權重，並於每年5月31日及12月31日進行半年度再平衡（THRIFT 為年度再平衡）。
MEGA 策略系統性地選擇具品質的公司（依市值），構成精英巨型股集中組合。它提供對市場領導者的紀律性暴露，同時減輕基準集中風險。
DERBY 策略是專利高貝塔成長方法，捕捉高效高波動機會，以系統化、可重複的方式提供超額報酬。
OMEGA 策略投資於精英大型股公司，精選具可持續盈餘成長、吸引人相對估值及強勁股東分紅承諾的公司。
PHASE 是 AlphaCo 專利的客製化主題策略家族，專為希望從特定宏觀經濟趨勢或宏觀投資主題中獲益的投資者設計。
Digital Landlord 策略使用 The Wheel — 一種規則基礎的期權方法，透過系統性地在您願意擁有的優質股票上賣出賣權及涵蓋性買權來產生每月收入。它模擬房東行為：收取「租金」（權利金），同時保留所有權或取得高品質資產的權利。
Defend & Pivot 策略是一種結構化的雙階段期權覆蓋策略，適用於高信念大型股權益持倉。它在短期波動與修正期間提供保護，同時為長期復甦布局槓桿參與。