Collective2 · investment strategy
by Collective2
An investment portfolio model focused on aggressive income and dividends with principal protection. Aims to balance the pursuit of higher income streams through dividends and interest while limiting downside risk to the invested principal.
Description from Collective2
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“Asset Allocation: Equities with high dividend yields:”
No published holdings for this strategy.
Fitted to 252 returns (hypothetical) from 2025-10-24 to 2026-10-13. An estimate, not holdings: it can't name stocks.
· : 0.00 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: -0.39 (90%: -2.19 to 0.80)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its AI / ML-driven label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
Collective2
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
3 missing
The text the rules are quoted from, with where it came from.
End of Oct 2025 Statistics: Strategy start date – Aug 18, 2025 Cash deployed - $41,652 Buying power deployed - $51,152 (BP deployed is Higher than cash due to sell put activity) Dividend received - $3580 (7.0% of Cash deployed) - Annualized dividend of 32.8%%). Net income up to Oct 31st including income from Stock & option trades is $8,410 (16.4% of $50K investment). Annualized return generated is 78% Email at HIPPVB@GMAIL.COM Requirements to trade this Model: 1. Account Size/Starting Investment - $50,000 (Minimum) Reinvesting income is required 2. Account must be Option Trading enabled for calendar spreads Portfolio Characteristics: 1. Asset Allocation: Equities with high dividend yields: 2. Risk Management & Principal Protection: Periodic rebalancing and risk monitoring to adjust allocations according to market conditions and income goals. 3. Income Focus without Guarantee: o The portfolio aims to maximize dividend and interest income, but income levels can fluctuate with market conditions, company performance, and interest rates. o Income is not guaranteed; dividends can be cut in adverse situations. o The model emphasizes a balance of income with principal preservation, recognizing that aggressive income generally implies higher risk than conservative income strategies. 4. Time Horizon and Investor Profile: o Suitable for investors comfortable with moderate fluctuations in portfolio value but who seek income more aggressively. o Typical investors have a medium to long-term horizon to ride out volatility. o Income may be reinvested to compound growth or taken as cash flow, depending on investor needs. 5. Portfolio Construction Process (Example Approach): o Identify eligible income-generating assets with historical dividend/interest yield data. o Optimize portfolio allocations to maximize targeted income subject to risk constraints and principal preservation considerations. o Continuous review of income sources and risk/weather changes in market environments. Such a model differs from pure growth or capital appreciation models by emphasizing dividend and interest income while still being aggressive in risk-taking relative to conservative income strategies. It consciously avoids any language suggesting income guarantees to respect the inherent market and credit risks involved in these investments. The emphasis is on maximizing income potential with disciplined risk management rather than promising assured income or principal safety. We Strive for a 2-3% income per month
An investment portfolio model focused on aggressive income and dividends with principal protection. Aims to balance the pursuit of higher income streams through dividends and interest while limiting downside risk to the invested principal.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | stocks, options | ||
| Leaderboard views (Collective2) | new_highs |
| Subscription price per month | $99 | 2026-10-17 | |
| Suggested minimum capital | $35k | 2026-10-17 |
| Strategy age | 429 | 2026-10-17 |
| Alpha vs S&P 500, strategy life (hypothetical model account) | 0.17 | 2026-10-17 | |
| Beta vs S&P 500, strategy life (hypothetical model account) | -0.04 | 2026-10-17 | |
| Correlation to S&P 500, strategy life (hypothetical model account) | -0.00 | 2026-10-17 |
| Annual return compounded, strategy life (hypothetical model account) | 88.60% | ||
| Annualized return since inception (Lighthorse, daily, hypothetical) | 89.07% | 2026-10-13 | |
| Monthly returns (hypothetical model account) | show{
"2025-Aug": -0.01606,
"2025-Dec": 0,
"2025-Nov": -0.05396,
"2025-Oct": 0.00079,
"2025-Sep": 0.06093,
"2025-YTD": 0,
"2026-Apr": 0.01002,
"2026-Aug": 0.04095,
"2026-Feb": 0,
"2026-Jul": -0.09278,
"2026-Jun": -0.027610000000000003,
"2026-May": 0.03961,
"2026-Oct": -0.428,
"2026-Sep": -0.07049,
"2026-YTD": 0.192
} | 2026-10-17 | |
| Return, last 365 days (Lighthorse, daily, hypothetical) | 98.47% | 2026-10-13 |
| Maximum drawdown since inception (Lighthorse, daily, hypothetical) | -19.28% | 2026-10-13 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, hypothetical) | -19.28% | 2026-10-13 | |
| Maximum drawdown, strategy life (hypothetical model account) | -52.75% | 2026-10-17 | |
| Sharpe ratio since inception (Lighthorse, daily, hypothetical) | 0.82 | 2026-10-13 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, hypothetical) | 0.85 | 2026-10-13 | |
| Sharpe ratio, strategy life (hypothetical model account) | 0.38 | 2026-10-17 | |
| Sortino ratio, last 365 days (Lighthorse, daily, hypothetical) | 5.30 | 2026-10-13 | |
| Sortino ratio, strategy life (hypothetical model account) | 1.26 | 2026-10-17 | |
| Volatility since inception (Lighthorse, daily, hypothetical) | 125.37% | 2026-10-13 | |
| Volatility, last 365 days (Lighthorse, daily, hypothetical) | 134.53% | 2026-10-13 |
| Average leverage | 1.63 | 2026-10-17 | |
| Maximum daily leverage | 10.67 | 2026-10-17 | |
| Number of trades | 247 | 2026-10-17 | |
| Percent of trades profitable | 52.63% | 2026-10-17 | |
| Profit factor | 0.90 | 2026-10-17 |
Collective2
Collective2