Interactive Advisors · investment strategy
by Interactive Advisors
The Core Select Strategy Portfolio seeks to provide long-term capital appreciation by tactically investing in a diversified portfolio of domestic large-cap stocks, ADRs and ETFs.
Description from Interactive Advisors
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.
“So our strategy is to go long or keep in cash and/or treasuries, based upon the technical facts we examine.”
“bottom-up fundamental approach to identify either deeply undervalued or high growth companies”
“The strategy also employs technical analysis to identify buy/sell points.”
“Equity securities (exchange-listed, certain OTC, ADRs) and ETFs”
“tactically investing in a diversified portfolio of domestic large-cap stocks, ADRs and ETFs”
No published holdings for this strategy.
Fitted to 252 returns (live) from 2025-10-30 to 2026-10-16. An estimate, not holdings: it can't name stocks.
· : 0.84 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 1.01 (90%: 0.91 to 1.08)
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 International equities 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.
4 missing
The text the rules are quoted from, with where it came from.
0.25%-0.75% annual; IA retains 0.25%, remainder paid to the Portfolio Manager; fee negotiated between IA and the manager
Equity securities (exchange-listed, certain OTC, ADRs) and ETFs; Portfolio Managers cannot use leverage/margin
To be selected, managers are screened (e.g. AUM, own money in the strategy), fill in a questionnaire on portfolio construction, risk control and strategy guidelines, share historical trade data, and pass a live test period during which clients cannot invest. Managers license their trade data and have no discretion over client accounts. IA receives no compensation from managers and does not pay them for referrals.
Risk score 1-5 assigned by IA; reevaluated at least annually
Not available (TLH only for the Asset Allocation Portfolio)
The Core Select Strategy Portfolio seeks to provide long-term capital appreciation by tactically investing in a diversified portfolio of domestic large-cap stocks, ADRs and ETFs.
Elite Wealth Management is a registered investment adviser headquartered in Kirkland, WA. Our mission at Elite Wealth Management is twofold: to provide our clients with financial guidance based on their values and priorities, and to provide them the peace of mind and confidence to pursue their financial future – no matter what the markets or life may bring. Our capabilities are fully aligned to providing the best possible client service and communication along the way. We have extensive experience managing the wealth of high net worth individuals and institutions, and are committed to delivering insightful, informed advice to help our clients achieve their financial goals. Get invested STEP 1 Fill out the application It's easy and only takes a few minutes. STEP 2 Explore our portfolios Or choose one based on your preferences STEP 3 Make your 1 st investment Our technology ensures it is suited for you Sign up today! Disclosures Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings. This portfolio was launched on Interactive Advisors on January 31, 2025, when clients were able to start investing in it. All performance information on this page is actual performance of the Portfolio Manager’s account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ . All Portfolio Manager information including personal data, profiles, and strategies has been provided by the Portfolio Manager. Interactive Advisors makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Interactive Advisors. All performance information on this page is based on the performance of the Portfolio Manager’s account, using the manager’s own funds. Performance of the Portfolio Manager's account is calculated by Interactive Advisors on a daily time-weighted basis, including cash, dividends and earnings distributions and reflects the deduction of broker commissions (when commissions were charged). Manager returns include trades and positions that fail Interactive Advisors' trading rules, as a result, actual client returns will differ. Interactive Advisors’ advisory fees are simulated and applied retroactively to present the portfolio return “net-of-fees”. In addition to Interactive Advisors’ management fees, clients will also be charged management fees and other expenses (custodian fees, brokerage commissions, and legal and accounting fees) by ETF issuers if the portfolio contains ETFs.
Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value.
The strategy uses technical trading indicators to actively trade broad index ETFs. A portion of the portfolio may invest opportunistically or remain in cash and/or treasuries. The investment philosophy behind the strategy is that one of the best ways to make money is to lose less in market downturns. So our strategy is to go long or keep in cash and/or treasuries, based upon the technical facts we examine. The strategy is appropriate for investors that are looking to sidestep market downturns, while still participating in the upside.
The Core Select Strategy consists of a diversified blend of growth and value large-cap stocks that are selected based on our conviction to hold the companies long term, their relative fundamental strength and overall market dominance. The strategy starts with a top down macro analysis of global and domestic data/conditions to determine exposure levels. Our process then utilizes fundamental analysis to identify companies with superior growth rates relative to their peers that will lead to consistent levels of outperformance. The strategy also employs technical analysis to identify buy/sell points.
For the more algorithmic strategies the investment team may subjectively override an algorithmic decision based on macroeconomic or other factors that the investment team believes the algorithm is not adequately taking into consideration.
The strategy targets a tactical approach to hedge against volatility in global markets and to outperform the S&P500 Total Return Index. The investment committee evaluates global macro and economic data on a regular basis to determine general broad and sector-based exposure levels in the portfolio along with entry/exit timing. On an individual company basis, our team screens and evaluates large-cap domestic stocks using a bottom-up fundamental approach to identify either deeply undervalued or high growth companies that have defendable “moats”. Attractive opportunities are evaluated against their sector along with the existing components in the portfolio to determine their relative value add and potential inclusion into the strategy.
In general we take a long-term approach when a company gets added to the portfolio in order to give adequate time for the value behind the decision to materialize, but we employ stringent discipline in liquidating or adjusting the weighting of the components due to a variety of factors. These factors include a general macro deterioration where we may make larger shifts within the portfolio or reduce/hedge the aggregate or individual exposure levels. Individually a company will be liquidated if it becomes strongly overvalued, the fundamentals degrade or its competitive advantages deteriorate.
Every value on file, each labelled with its calculation basis and as-of date.
| Composition (ETFs / Stocks / Mixed) | ETFS | 2026-10-09 | |
| ESG / responsible flag | No | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Core Select | 2026-10-09 |
| Rebalancing (methodology text) | Mirrors manager trades via co-trading; IA may make adjustment trades |
| Management / advisory fee | 0.75% | 2026-10-09 | |
| Minimum investment | $50k | 2026-10-09 |
| Metrics calculated through | 2026-10-09 | 2026-10-09 |
| Program in the firm's Form ADV brochure | url: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024287 · name: Interactive Advisors Third-Party Manager Co-Trading · covers: 20 · source_key: interactive_advisors|0 · original_name: Manager Portfolios |
| Benchmark (methodology text) | The strategy targets a tactical approach to hedge against volatility in global markets and to outperform the S&P500 Total Return Index. | 2026-10-09 |
| Annualized return since inception (Lighthorse, daily, live) | 2.95% | 2026-10-16 | |
| Return since inception (annualized) (live account) | 6.60% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 11.40% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | -12.29% | 2026-10-16 | |
| Return, last 30 days (live account) | 2.10% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 3.24% | 2026-10-16 | |
| Return, last 365 days (live account) | 9.20% | 2026-10-09 | |
| Return, last 90 days (live account) | 4.50% | 2026-10-09 | |
| Return, year to date (live account) | 8.50% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 1.00 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -9.85% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -9.85% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -9.80% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | -0.04 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 0.03 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 0.32 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 0.04 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 0.51 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.30% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 11.06% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 14.20% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 14.20% | 2026-10-09 |
| Risk label (Interactive Advisors) | Growth plus | 2026-10-09 | |
| Risk score 1-5 (Interactive Advisors) | 3 | 2026-10-09 | |
| Risk score description | Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value. | 2026-10-09 |
Composer Technologies · Composer
Composer Technologies · Composer
