Indices & Bespoke Investment Services
AI powered investment strategies & custom tax-advantaged index solutions
Performance comparison: Qaimera's Indices vs. Benchmarks (2023-2026)
AI olympians 20
Strategy
- AI index focusing on companies leading and benefiting from the AI revolution
- Companies building core AI technologies, infrastructure, and new businesses
- Portfolio designed to capture long-term growth, driven by AI disruption
- AI disruption as a structural factor. Not your average “AI technology index”
Performance history & details
- Performance since 2023: 51.7% annualized
- Performance YTD (as of March 2026): 38%
- Volatility: 28.5%
- ROE: 11.5%
- Dividend yield: 0.12%
- Price / book: 13.8
- Price / earnings: 47.9
Comparing LLMs and Their AI Portfolios
Query Used Across All Platforms
“Build me a 20 stock, equal-weighted portfolio of large-cap companies set to benefit from structural AI disruption”
QTI
+45.0%
YTD
GPT
+23.2%
YTD
Claude
+10.2%
YTD
Gemini
+8.7%
YTD
AI growth & income 20
Strategy
- An AI Impact Score powered index balancing the need for both growth and income
- Providing superior returns while maintaining a consistently high dividend yield to investors
Performance history & details
- Returns (since Jan 2023): 20.6% annualized vs. S&P dividend 5.93%
- Performance YTD (As of March 2026): 18.6%
- YTD returns (as of march 31, 2026): 13.91% vs. S&P dividend 5.51%
- Volatility (since jan '23): 16.95% vs. S&P dividend 12.68%
- P/B ratio: 23.93 vs. S&P dividend 17.48
- Dividend yield: 4.34%
AI laggards 20
Strategy
- AI index tracking companies being disrupted by the new AI paradigm
- Identifies businesses vulnerable to long-term AI disruption
Performance history & details
- Performance since 2023: -5.32% annualized
- Performance YTD (as of March 2026): -8.4%
- Volatility: 16.5%
- ROE: 14.06%
- Dividend yield: 1.035%
- Price / book: 3.3
- Price / earnings: 23.5
Qaimera dynamic edge
Strategy
- AI driven industry and stock selection algorithms, building a high performing growth portfolio
- Risk allocation (spelled wrong) based on proprietary, GenAI algorithm risk models
- Highly liquid with monthly rebalancing
Performance history & details
- Focus on established market leaders
- Superior liquidity and transparency
- Consistent out performance with controlled risk
- 3-Year annualized return of 26%
- Long-term return since Jan 2004 of 16.9% / year
Qaimera market neutral
Strategy
- AI-based macro, industry, and stock selection
- Long-short positioning reduces market exposure
- Achieves market-like returns with lower volatility
- Monthly rebalancing for tactical adjustments
Performance history & details
- Maximum drawdown of only -12.7% (compared to the market's -53.5%)
- 3-year annualized return of 11.9%
- Long-term return since 2004 of 12.1%/ year
Bespoke services
Completely unique, bespoke investment strategies and indices built on proprietary risk models, factors, and specific user needs and qualifications.
Tax-advantaged custom and direct indexing solutions.
Contact sales for pricing and questions
Learn more about licensing Qaimera’s proprietary strategies or discuss custom investment solutions with our team.