SBI Stock AlphaIQ Portfolios
| Date Updated: 03/31/2010 |  Download Stock Portfolio Overview |
Investment Overview
SBI AlphaIQ Stock Portfolios use AthenaInvest's proprietary Strategy Based Investing (SBI)methodology to identify and invest in a concentrated number of stocks that are held by the most successful active equity managers.
Each month, all stocks in the equity universe are assigned an AlphaIQ score based on the composition of the managers holding each stock. Stocks that receive the highest AlphaIQ scores are those that are held by the most successful active equity managers. High AlphaIQ stocks are selected for inclusion in the portfolios.
Stocks are sold when the AlphaIQ score drops below a predetermined level.
Investment Process
All of the SBI AlphaIQ Stock Portfolios are managed using the same fundamental process, which is outlined below. The only difference between the portfolios are whether US, international, or both kinds of stocks are selected.
| STEP 1 |
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| Identify Top Strategy Funds |
The top strategy funds are those that are the most strategy consistent and most focused on their stated primary strategy. | |||
| STEP 2 |
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| AlphaIQ | AthenaInvest assigns an AlphaIQ rating from 0-100 for each stock based on the types of managers holding the stock. |
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| STEP 3 |
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| Buy Discipline |
High AlphaIQ stocks are selected along with some secondary considerations, like trading volume. | |||
| STEP 4 |
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| Sell Discipline |
A stock is sold when it drops below a certain AlphaIQ level. No other criteria, including performance, is considered in this decision. |
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Stock Portfolio Comparison
The table below provides a high-level comparison of the SBI AlphaIQ Stock Portfolios.
| SBI ALPHAIQ 20 US STOCK | SBI ALPHAIQ 20 INT'L STOCK |
SBI ALPHAIQ 20 GLOBAL STOCK |
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| Asset Allocation |
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| Investment Objective |
Aggressive Growth |
Aggressive Growth |
Capital Appreciation |
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| Relative Risk* |
Moderate |
High |
Moderate to High |
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* The relative risk profile shows our assessment of the potential volatility of the SBI Portfolios relative to one another and should not be used to compare the Portfolios to other types of investments.