Shared conversation on NexusTrade
AI Stocks Portfolio Creation and Analysis
Explore the creation of a diversified portfolio of high-rated AI stocks, including backtesting strategies and free cash flow analysis for 2022 and 2023.
Aurora: Hello. Would you like to create a new algorithmic trading strategy?
User: What AI stocks with a rating of 4.5 or higher had the highest free cash flow in 2022?
Aurora: Here's a detailed summary of AI stocks with high ratings and their free cash flow in 2022: ### High-Rated AI Stocks by Free Cash Flow (2022) | Symbol | Company Name | Rating | Free Cash Flow (USD) | |--------|--------------|--------|---------------------| | [AAPL](https://nexustrade.io/stock/AAPL) | Apple Inc | 4.5 | $111.59B | | [MSFT](https://nexustrade.io/stock/MSFT) | Microsoft Corporation | 4.5 | $65.13B | | [GOOG](https://nexustrade.io/stock/GOOG) | Alphabet Inc - Class C | 4.5 | $60.16B | | [GOOGL](https://nexustrade.io/stock/GOOGL) | Alphabet Inc - Class A | 4.5 | $60.16B | | [ACN](https://nexustrade.io/stock/ACN) | Accenture plc - Class A | 4.5 | $8.84B | | [QCOM](https://nexustrade.io/stock/QCOM) | Qualcomm Inc | 4.5 | $6.84B | | [CGNX](https://nexustrade.io/stock/CGNX) | Cognex Corp | 4.5 | $230.26M | ### Key Observations: 1. **All High Quality**: Every company in this list maintains a strong rating of 4.5, indicating consistently high performance according to our rating system. 2. **Wide Range in Cash Flow**: There's a significant spread in free cash flow: - Highest: Apple at $111.59 billion - Lowest: Cognex at $230.26 million - Nearly 485x difference between highest a…
User: Create a portfolio with $10,000. I want to buy and hold all of these stocks (except GOOG because I already have GOOGL)
Aurora: For your portfolio, we will create a buy-and-hold strategy for the following stocks, excluding GOOG since you already have GOOGL: 1. **Apple Inc (AAPL)** 2. **Microsoft Corporation (MSFT)** 3. **Alphabet Inc - Class A (GOOGL)** 4. **Accenture plc - Class A (ACN)** 5. **Qualcomm Inc (QCOM)** 6. **Cognex Corp (CGNX)** Each stock will be allocated 20% of the total portfolio value, which is $10,000, resulting in a $2,000 investment per stock. The strategy will be straightforward: buy and maintain positions in these companies regardless of market conditions, represented by the condition "when 1=1". This approach aligns with long-term investment strategies that aim to benefit from the companies' strong fundamentals and growth potential over time. ### Portfolio Description This portfolio, named "AI Stocks Buy and Hold," is designed to invest in high-rated AI companies that have demonstrated strong performance and free cash flow. The buy-and-hold strategy allows you to benefit from the long-term growth potential of these high-rated stocks. ### JSON Representation Here’s the JSON representation of your portfolio: This structure clearly outlines your investment strategy for each stock in th…
User: Backtest from March 1st 2023 to March 1st 2024
User: What AI stocks with a rating of 4.5 or higher had the highest free cash flow in 2023?
Aurora: Here's a detailed summary of high-rated AI stocks and their free cash flow performance in 2023: ### High-Rated AI Stocks by Free Cash Flow (2023) | Symbol | Company Name | Rating | Free Cash Flow (USD) | |--------|--------------|--------|---------------------| | [AAPL](https://nexustrade.io/stock/AAPL) | Apple Inc | 4.5 | $99.34B | | [GOOG](https://nexustrade.io/stock/GOOG)/[GOOGL](https://nexustrade.io/stock/GOOGL) | Alphabet Inc | 4.5 | $72.07B | | [MSFT](https://nexustrade.io/stock/MSFT) | Microsoft Corporation | 4.5 | $59.51B | | [META](https://nexustrade.io/stock/META) | Meta Platforms Inc - Class A | 4.5 | $43.05B | ### Key Observations: 1. **Consistent High Quality**: All companies maintain a strong rating of 4.5, indicating excellent performance according to our rating system. 2. **Tech Giants Dominance**: - Apple leads with nearly $100B in free cash flow - The top 4 positions are all held by major tech companies - Combined, these companies generated over $273.97B in free cash flow 3. **Dual Share Classes**: Alphabet (Google) appears with identical free cash flow numbers for both its: - Class A shares (GOOGL) - Class C shares (GOOG) 4. **Quarterly Consistency**: Each compa…
User: Make sure to sum the FCF for all stocks in q1, q2, q3, q4 (or just use the fiscal year fcf)
Aurora: Here's a detailed summary of high-rated AI stocks and their free cash flow performance in fiscal year 2023: ### High-Rated AI Stocks by Total Free Cash Flow (2023) | Symbol | Company Name | Rating | Total Free Cash Flow (USD) | |--------|--------------|--------|---------------------------| | [AAPL](https://nexustrade.io/stock/AAPL) | Apple Inc | 4.5 | $198.85B | | [GOOG](https://nexustrade.io/stock/GOOG)/[GOOGL](https://nexustrade.io/stock/GOOGL) | Alphabet Inc | 4.5 | $140.82B | | [MSFT](https://nexustrade.io/stock/MSFT) | Microsoft Corporation | 4.5 | $118.91B | | [META](https://nexustrade.io/stock/META) | Meta Platforms Inc | 4.5 | $86.63B | | [NVDA](https://nexustrade.io/stock/NVDA) | NVIDIA Corp | 4.5 | $54.05B | | [CRM](https://nexustrade.io/stock/CRM) | Salesforce Inc | 4.5 | $19.00B | | [ANET](https://nexustrade.io/stock/ANET) | Arista Networks Inc | 4.5 | $4.00B | | [SMCI](https://nexustrade.io/stock/SMCI) | Super Micro Computer Inc | 4.5 | $1.27B | | [CHKP](https://nexustrade.io/stock/CHKP) | Check Point Software Technologies Ltd | 4.5 | $1.02B | ### Key Observations: 1. **Consistent Quality**: All companies maintain the highest rating of 4.5, indicating strong fundament…
User: Create a portfolio with GOOG, MSFT, META, NDA, and CRM
Aurora: For your portfolio, we will create a buy-and-hold strategy for the following stocks: 1. **Alphabet Inc - Class A (GOOGL)** 2. **Microsoft Corporation (MSFT)** 3. **Meta Platforms Inc (META)** 4. **NVIDIA Corporation (NVDA)** 5. **Salesforce Inc (CRM)** Each stock will be allocated 20% of the total portfolio value, which is $10,000, resulting in a $2,000 investment per stock. The strategy will be straightforward: buy and maintain positions in these companies regardless of market conditions, represented by the condition "when 1=1". This approach aligns with long-term investment strategies that aim to benefit from the companies' strong fundamentals and growth potential over time. ### Portfolio Description This portfolio, named "High-Rated AI Stocks Buy and Hold," is designed to invest in high-rated AI companies that have demonstrated strong performance and free cash flow. The buy-and-hold strategy allows you to benefit from the long-term growth potential of these high-rated stocks. ### JSON Representation Here’s the JSON representation of your portfolio: This structure clearly outlines your investment strategy for each stock in the portfolio. Let me know if you need any adjustments o…
User: Backtest from March 1st 2024 to today