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Global Equity Momentum Fund (GEMF) – Stocks: Sub-Funds Overview

Global Equity Momentum Fund (GEMF) – Stocks: Sub-Funds Overview

  • August 6, 2024
  • Posted by: Drglenbrown1
  • Category: Finance, Investments, Proprietary Trading
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Global Equity Momentum Fund (GEMF) – Stocks: Sub-Funds Overview

The Global Equity Momentum Fund (GEMF) – Stocks aims to leverage momentum-based trading strategies across global equity markets. The fund will be divided into sub-funds, each focusing on specific geographical regions. Each sub-fund will consist of 28 stocks selected from major indices in their respective regions. This strategy ensures a diversified approach, capturing momentum opportunities globally.

Sub-Funds Design

  1. GEMF – USA Sub-Fund
  2. GEMF – UK Sub-Fund
  3. GEMF – Europe Sub-Fund
  4. GEMF – Asia Sub-Fund

1. GEMF – USA Sub-Fund

Objective:

To capture momentum opportunities within the U.S. equity markets.

Strategy:

  • Indices Covered: Dow Jones Industrial Average (DJIA), S&P 500, NASDAQ 100, Russell 2000.
  • Key Sectors: Technology, Healthcare, Financials, Consumer Discretionary, Industrials.

Stocks Selection:

  1. Apple Inc. (AAPL) – NASDAQ 100
  2. Microsoft Corporation (MSFT) – NASDAQ 100
  3. Amazon.com Inc. (AMZN) – NASDAQ 100
  4. Alphabet Inc. (GOOGL) – NASDAQ 100
  5. Tesla Inc. (TSLA) – NASDAQ 100
  6. Johnson & Johnson (JNJ) – DJIA
  7. JPMorgan Chase & Co. (JPM) – DJIA
  8. The Boeing Company (BA) – DJIA
  9. Procter & Gamble Co. (PG) – DJIA
  10. Visa Inc. (V) – DJIA
  11. Walmart Inc. (WMT) – S&P 500
  12. NVIDIA Corporation (NVDA) – S&P 500
  13. Berkshire Hathaway Inc. (BRK.B) – S&P 500
  14. Home Depot Inc. (HD) – S&P 500
  15. Walt Disney Company (DIS) – S&P 500
  16. Intel Corporation (INTC) – NASDAQ 100
  17. Facebook, Inc. (META) – NASDAQ 100
  18. Netflix Inc. (NFLX) – NASDAQ 100
  19. PepsiCo, Inc. (PEP) – NASDAQ 100
  20. Adobe Inc. (ADBE) – NASDAQ 100
  21. Caterpillar Inc. (CAT) – DJIA
  22. Goldman Sachs Group Inc. (GS) – DJIA
  23. Chevron Corporation (CVX) – DJIA
  24. American Express Company (AXP) – DJIA
  25. Salesforce.com Inc. (CRM) – DJIA
  26. McDonald’s Corporation (MCD) – S&P 500
  27. Pfizer Inc. (PFE) – S&P 500
  28. Cisco Systems, Inc. (CSCO) – NASDAQ 100

1B. Complementary Sub-Fund: GEMF – USA Growth & Innovation Sub-Fund

Objective:

To capture growth and innovation opportunities within the U.S. equity markets, focusing on companies that are leaders in their respective fields and are positioned for long-term growth.

Strategy:

  • Indices Covered: S&P 500, NASDAQ 100, Russell 2000.
  • Key Sectors: Technology, Biotech, Green Energy, Fintech, Consumer Discretionary.

Stocks Selection:

  1. Technology:
    • Advanced Micro Devices, Inc. (AMD) – NASDAQ 100
    • NVIDIA Corporation (NVDA) – NASDAQ 100
    • Twilio Inc. (TWLO) – NASDAQ 100
    • Zoom Video Communications, Inc. (ZM) – NASDAQ 100
    • Square, Inc. (SQ) – NASDAQ 100
  2. Biotech:
    • Moderna, Inc. (MRNA) – NASDAQ 100
    • Illumina, Inc. (ILMN) – NASDAQ 100
    • Regeneron Pharmaceuticals, Inc. (REGN) – NASDAQ 100
    • Vertex Pharmaceuticals Incorporated (VRTX) – NASDAQ 100
    • Gilead Sciences, Inc. (GILD) – NASDAQ 100
  3. Green Energy:
    • NextEra Energy, Inc. (NEE) – S&P 500
    • Enphase Energy, Inc. (ENPH) – NASDAQ 100
    • Plug Power Inc. (PLUG) – NASDAQ 100
    • First Solar, Inc. (FSLR) – NASDAQ 100
    • SunPower Corporation (SPWR) – NASDAQ 100
  4. Fintech:
    • PayPal Holdings, Inc. (PYPL) – NASDAQ 100
    • Mastercard Incorporated (MA) – S&P 500
    • Visa Inc. (V) – DJIA
    • Intuit Inc. (INTU) – NASDAQ 100
    • The Charles Schwab Corporation (SCHW) – S&P 500
  5. Consumer Discretionary:
    • Nike, Inc. (NKE) – S&P 500
    • Amazon.com Inc. (AMZN) – NASDAQ 100
    • Tesla, Inc. (TSLA) – NASDAQ 100
    • Roku, Inc. (ROKU) – NASDAQ 100
    • Etsy, Inc. (ETSY) – NASDAQ 100
  6. Health and Wellness:
    • Teladoc Health, Inc. (TDOC) – NASDAQ 100
    • Peloton Interactive, Inc. (PTON) – NASDAQ 100
    • Livongo Health, Inc. (LVGO) – NASDAQ 100
    • Pfizer Inc. (PFE) – S&P 500
    • Johnson & Johnson (JNJ) – DJIA

Summary

The GEMF – USA Growth & Innovation Sub-Fund complements the GEMF – USA Sub-Fund by focusing on high-growth and innovative companies within the U.S. equity markets. It targets key sectors such as Technology, Biotech, Green Energy, Fintech, and Consumer Discretionary, providing a diversified approach to capturing growth opportunities in the U.S. market. The fund includes leading companies such as AMD, Moderna, NextEra Energy, PayPal, and Nike, among others. This strategic addition broadens the investment scope within the Global Equity Momentum Fund (GEMF) and enhances its potential for growth and innovation.

2. GEMF – UK Sub-Fund

Objective:

To capture momentum opportunities within the UK equity markets.

Strategy:

  • Indices Covered: FTSE 100, FTSE 250.
  • Key Sectors: Financials, Energy, Consumer Goods, Healthcare, Industrials.

Stocks Selection:

  1. HSBC Holdings plc (HSBC) – FTSE 100
  2. BP plc (BP) – FTSE 100
  3. GlaxoSmithKline plc (GSK) – FTSE 100
  4. AstraZeneca plc (AZN) – FTSE 100
  5. Royal Dutch Shell plc (RDSA) – FTSE 100
  6. Unilever plc (ULVR) – FTSE 100
  7. British American Tobacco plc (BATS) – FTSE 100
  8. Vodafone Group plc (VOD) – FTSE 100
  9. Lloyds Banking Group plc (LLOY) – FTSE 100
  10. Diageo plc (DGE) – FTSE 100
  11. Barclays plc (BARC) – FTSE 100
  12. Reckitt Benckiser Group plc (RB) – FTSE 100
  13. Tesco plc (TSCO) – FTSE 100
  14. Aviva plc (AV) – FTSE 100
  15. BT Group plc (BT) – FTSE 100
  16. BAE Systems plc (BA) – FTSE 100
  17. Rio Tinto plc (RIO) – FTSE 100
  18. Glencore plc (GLEN) – FTSE 100
  19. Next plc (NXT) – FTSE 100
  20. Standard Chartered plc (STAN) – FTSE 100
  21. RELX plc (REL) – FTSE 100
  22. Experian plc (EXPN) – FTSE 100
  23. Rolls-Royce Holdings plc (RR) – FTSE 100
  24. Ocado Group plc (OCDO) – FTSE 100
  25. Prudential plc (PRU) – FTSE 100
  26. Whitbread plc (WTB) – FTSE 100
  27. Smith & Nephew plc (SN) – FTSE 100
  28. SSE plc (SSE) – FTSE 100

3. GEMF – Europe Sub-Fund

Objective:

To capture momentum opportunities within the European equity markets.

Strategy:

  • Indices Covered: DAX 30, CAC 40, EURO STOXX 50.
  • Key Sectors: Industrials, Consumer Goods, Financials, Healthcare, Technology.

Stocks Selection:

  1. Siemens AG (SIE) – DAX 30
  2. Allianz SE (ALV) – DAX 30
  3. BASF SE (BAS) – DAX 30
  4. Bayer AG (BAYN) – DAX 30
  5. Daimler AG (DAI) – DAX 30
  6. Deutsche Bank AG (DBK) – DAX 30
  7. Volkswagen AG (VOW) – DAX 30
  8. SAP SE (SAP) – DAX 30
  9. LVMH Moët Hennessy Louis Vuitton (MC) – CAC 40
  10. TotalEnergies SE (TOT) – CAC 40
  11. Sanofi (SAN) – CAC 40
  12. Airbus SE (AIR) – CAC 40
  13. BNP Paribas SA (BNP) – CAC 40
  14. Schneider Electric SE (SU) – CAC 40
  15. AXA SA (CS) – CAC 40
  16. L’Oréal SA (OR) – CAC 40
  17. Siemens Healthineers AG (SHL) – EURO STOXX 50
  18. ASML Holding NV (ASML) – EURO STOXX 50
  19. Anheuser-Busch InBev SA/NV (ABI) – EURO STOXX 50
  20. Kering SA (KER) – EURO STOXX 50
  21. ING Groep NV (INGA) – EURO STOXX 50
  22. Philips NV (PHG) – EURO STOXX 50
  23. Iberdrola SA (IBE) – EURO STOXX 50
  24. ENEL SpA (ENEL) – EURO STOXX 50
  25. Intesa Sanpaolo SpA (ISP) – EURO STOXX 50
  26. Danone SA (BN) – EURO STOXX 50
  27. Munich Re (MUV2) – EURO STOXX 50
  28. Unilever NV (UNA) – EURO STOXX 50

4. GEMF – Asia Sub-Fund

Objective:

To capture momentum opportunities within the Asian equity markets.

Strategy:

  • Indices Covered: Nikkei 225, Hang Seng Index, ASX 200.
  • Key Sectors: Technology, Consumer Goods, Financials, Industrials, Healthcare.

Stocks Selection:

  1. Toyota Motor Corporation (7203) – Nikkei 225
  2. Sony Corporation (6758) – Nikkei 225
  3. SoftBank Group Corp. (9984) – Nikkei 225
  4. Mitsubishi UFJ Financial Group, Inc. (8306) – Nikkei 225
  5. Hitachi, Ltd. (6501) – Nikkei 225
  6. Keyence Corporation (6861) – Nikkei 225
  7. Hong Kong Exchanges and Clearing Ltd. (0388) – Hang Seng Index
  8. Tencent Holdings Ltd. (0700) – Hang Seng Index
  9. China Mobile Ltd. (0941) – Hang Seng Index
  10. AIA Group Ltd. (1299) – Hang Seng Index
  11. Ping An Insurance (Group) Company of China, Ltd. (2318) – Hang Seng Index
  12. HSBC Holdings plc (0005) – Hang Seng Index
  13. BHP Group Ltd. (BHP) – ASX 200
  14. Commonwealth Bank of Australia (CBA) – ASX 200
  15. CSL Limited (CSL) – ASX 200
  16. Westpac Banking Corporation (WBC) – ASX 200
  17. National Australia Bank Ltd. (NAB) – ASX 200
  18. Woolworths Group Ltd. (WOW) – ASX 200
  19. Rio Tinto Group (RIO) – ASX 200
  20. Woodside Petroleum Ltd. (WPL) – ASX 200
  21. Telstra Corporation Ltd. (TLS) – ASX 200
  22. Wesfarmers Ltd. (WES) – ASX 200
  23. QBE Insurance Group Ltd. (QBE) – ASX 200
  24. Fortescue Metals Group Ltd. (FMG) – ASX 200
  25. Macquarie Group Ltd. (MQG) – ASX 200
  26. Santos Ltd. (STO) – ASX 200
  27. Goodman Group (GMG) – ASX 200
  28. Newcrest Mining Ltd. (NCM) – ASX 200

Implementation and Risk Management

Each sub-fund will employ the following:

Trade Execution:

  • Entry: Identify stocks with strong momentum using GATS and fundamental analysis.
  • Stop-Loss: Implement stop-loss orders to limit risk per trade.
  • Position Sizing: Adjust position sizes to ensure risk per trade aligns with fund’s risk management strategy.

Real-Time Monitoring:

  • Risk Assessment: Continuously monitor total risk across all open trades.
  • Adjustments: Make necessary adjustments to maintain risk within acceptable levels.

Regular Review:

  • Performance Review: Regularly evaluate the performance of each sub-fund.
  • Strategy Adjustment: Adjust strategies based on performance analytics and market conditions.

Performance Monitoring

Performance of each sub-fund will be benchmarked against relevant indices and sector indices. Regular reviews and adjustments ensure the sub-funds remain aligned with their objectives.

Disclaimer/Notice

The Global Equity Momentum Fund (GEMF) operates exclusively within the internal framework of Global Accountancy Institute, Inc., and Global Financial Engineering, Inc. It is not accessible to external investors and does not engage in public financial activities.

About the Author: Dr. Glen Brown

Dr. Glen Brown stands at the forefront of the financial and accounting sectors, distinguished by a career spanning over a quarter-century marked by visionary leadership and groundbreaking achievements. As the esteemed President & CEO of both Global Accountancy Institute, Inc., and Global Financial Engineering, Inc., he steers these institutions with a steadfast commitment to integrating the realms of accountancy, finance, investments, trading, and technology. This integrative approach has solidified their status as pioneering entities in global multi-asset class professional proprietary trading and education.

Holding a Doctor of Philosophy (Ph.D.) in Investments and Finance, Dr. Brown possesses profound expertise covering an impressive spectrum of financial disciplines. His knowledge extends from financial accounting and management accounting to intricate areas of finance, investments, strategic management, and risk management. As the Chief Financial Engineer, Head of Trading & Investments, Chief Data Scientist, and Senior Lecturer, Dr. Brown embodies the spirit of hands-on innovation and scholarly excellence.

Dr. Brown’s guiding philosophy, “We must consume ourselves in order to transform ourselves for our rebirth,” encapsulates his holistic approach to professional and personal development. It underscores a belief in the transformative power of self-reflection, creative imagination, and the relentless pursuit of spiritual and intellectual growth. This ethos is the bedrock of his dedication to not just navigating but shaping the future of finance and investments with innovative solutions.

Beyond his executive and academic roles, Dr. Brown is a fervent advocate for continuous learning and innovation. His leadership has catalyzed a culture of forward-thinking at Global Accountancy Institute, Inc., and Global Financial Engineering, Inc., propelling them into the vanguard of financial education and proprietary trading. Under his guidance, these institutions not only adapt to the evolving financial landscape but actively contribute to its development, offering state-of-the-art solutions to the industry’s most complex challenges.

In essence, Dr. Glen Brown is not just a leader but a pioneer, educator, and innovator whose life’s work continues to impact the global finance and accounting industries profoundly. His legacy is defined by the relentless pursuit of excellence, the transformation of challenges into opportunities, and the unwavering belief in the potential for rebirth and regeneration in the professional realm.

General Disclaimer

The Global Equity Momentum Fund (GEMF) operates exclusively within the internal framework of Global Accountancy Institute, Inc., and Global Financial Engineering, Inc. It is not accessible to external investors and does not engage in public financial activities. The strategies and performance discussed herein are for informational purposes only and are not intended as investment advice. Trading in financial markets involves significant risk and may not be suitable for all investors. The results achieved by the GEMF are not necessarily indicative of future performance.



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