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The Q.ai Team

About the Back to School Kit

About the Back to School Kit

We’re not wishing away the warmer months, but we are realists, and we want what’s best for your portfolio. With that said, summer will eventually come to a close, and students will eventually go back to school. We’re not saying that’s so soon, but we are saying that it’s going to happen in the near future.

And, when those school bells ring, so can your portfolio—so long as you’re invested in the Back to School Kit.

While we always say “better late than never” when it comes to investing, with this seasonal trend, your best bet is to get into it early. Besides, this Kit is only available for a limited time, and you’ll want to get in before the crowd does.

Here’s how it works.

Jump on the bandwagon with the Back to School Kit

Capitalize on another seasonal trend—this time, the back-to-school season. With Back to School, you can focus on associated U.S. consumer and retail companies. You know, the kinds of companies that tend to do really well right around the same time kids are hitting the hallways again.

How empty are the stationary shelves in stores at the end of summer? Exactly our point.

This Kit delivers value to you in two ways: timing and AI-powered security selection. There’s value in being early on the trade, which is why we’re offering it to you in mid-July). Plus, our team has done the work for you by getting the Kit ready in advance and actively monitoring the theme to make a prudent exit decision.

Invest in U.S. back-to-school stocks in late summer

For this Kit, we leverage our AI-models (in this case a trained, learn-to-rank system) to optimize the securities selection every week. While that sounds as complicated as grade-school algebra in an era of smart phone calculators, it’s a fairly simple concept.

We target outperformance within a set theme. In this case, we’re targeting U.S. companies that historically outperform others during the back-to-school season. And the best 10 companies we choose come from a universe of 15 total. 

The mix of stocks, as well as its weights, can change every week. But that mix may or may not include the following:

  • Amazon
  • Apple Inc.
  • BJ's Wholesale Club Holdings, Inc.
  • Costco Wholesale Corporation
  • Dell Technologies Inc.
  • DICK'S Sporting Goods, Inc.
  • Dillard's, Inc.
  • Foot Locker, Inc.
  • Kohl's Corporation
  • NIKE, Inc.
  • Ralph Lauren Corporation
  • Ross Stores, Inc.
  • Target Corporation
  • The TJX Companies, Inc.
  • Walmart Inc.

Benefit from outperformance in a year-over-year theme

There’s seasonal interest and inflow to consumer and retail stocks associated with back-to-school shopping for children and college students annually. We see it every single year.

With Back to School, our goal is to capture that seasonal inflow and outperformance so you can get into this trend before the crowd does. And so your portfolio can get a boost as classes begin.

Bottom line

Back to School is a Limited Edition Kit. This means that it’s only available for a little while—and you don’t want to miss out. The Kit is set to expire in September, when schools go back into session. So don’t wait.

The minimum investment for this Kit is just $200, making it an accessible and affordable way to diversify your portfolio and take advantage of a theme we see year after year.

Add the Back to School Kit to your investment portfolio in Q.ai.

Q.ai is the trade name of Quantalytics Holdings, LLC. Q.ai, LLC is a wholly-owned subsidiary of Quantalytics Holdings, LLC ("Quantalytics"). Quantalytics offers automated financial advice tools through Quantalytics Investment Advisors, LLC ("QAI"), an SEC-registered investment advisor. QIA’s investment advisory services are ONLY available only to residents of the United States. Disclosures concerning QIA’s investment advisory services are available on its Form ADV filed with the SEC. The content in this newsletter is for informational purposes only and does not constitute a comprehensive description of Q.ai's investment advisory services.

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