Element-Alpha 500 Investment Strategy License

Our S&P Investment Strategy ("E-Alpha 500 TM") outperforms the S&P 500 by selecting only stocks from the index, which have been identified by our proprietary algorithm.

  • E-Alpha 500 was up 1,344% as compared to 395% for the S&P 500 for the 20 years ending March 2010.
  • E-Alpha 500 outperforms the S&P 500 for one, three, five, and 10 years ending March 2010 by an average of 11.69 percentage points annually.
  • E-Alpha 500's performance beats 99.0% of all U.S. 8,141 domestic equity mutual funds for the 10 years ending March 2010.
  • E-Alpha 500 outperforms the HFRI composite hedge fund index the five years ending March 2010.
  • E-Alpha 500 license is a fully paid, non-exclusive, license.
  • Only 100 licenses will be granted.
  • Algorithm is disclosed to the licensee and the licensee may modify the algorithm to develop its own proprietary models for S&P 500 or any other stocks.
  • Software may be loaded by the licensee with S&P 500 fundamentals data from any of the data vendors.
  • Stock BUY or No BUY decisions may be made annually, quarterly, or daily one stock at a time as fundamentals data becomes available from the data vendor.
  • Stock BUY or No BUY decisions for the S&P 500 stocks are easily reviewed one stock at a time.
  • Software maintenance is available at the option of the investor. Maintenance includes any upgrades of the S&P 500 algorithm and software.
  • License and maintenance prices will be provided upon request.

To download the one-page E-Alpha 500 Investment Strategy License Brochure please Click Here or for the full version please Click Here.