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Quant Portfolio I In October 2025, Lumos Alpha’s Quant Portfolio I executed two algorithmic trades and delivered a total monthly return of 7.09% . The portfolio has produced a Year-to-date (YTD) return of 43.3% . Quant Portfolio II Quant Portfolio II executed three algorithmic trades in October and achieved a monthly return of 10.73% . This portfolio has generated a YTD return of 66.7% . Flagship Portfolio The Lumos Alpha Flagship Portfolio returned 2.78%  in October 2025, br

2025年10月，Lumos Alpha的量化策略投资组合I类（Quant Portfolio I)进行了2次算法交易，累计获得7.09%的月收益。从年初至今，该投资组合共获得43.3%的收益。 量化策略投资组合II类（Quant Portfolio II）进行了3次算法交易，获得10.73%的月收益。年初至今，该投资组合共获得66.7%的收益。 Lumos Alpha 旗舰投资组合在10月收益为2.78%，年初至今共获得收益18.9%。该投资组合在10月虽然收益略高于标普500指数基金，但仍旧不尽如人意。主要原因是近几个月价值股票（value stocks）表现远远低于增长股票（growth stocks），而本旗舰投资组合包含了较大比例的价值股票。另外一个原因是本投资组合里有个别重仓股票表现不佳——但我们认为属于股票正常波动现象，和公司自身的商业模式和盈利无关。所以请持有本旗舰投资组合的客户们保持耐心。 旗舰投资组合在10月份也按照原定计划做了部分调整。我们卖出了一只成长股，两只价值股，所得资金少部分用于增持已有的成长股，大部分分配给Quan

The third quarter of 2025 has concluded. Below is a performance summary for the three portfolios managed by Lumos Alpha: Quant Portfolio...

2025年第三季度结束。Lumos Alpha管理的三个投资组合分别取得如下收益： 量化投资组合 I类：第三季度收益16.0%，2025年前三个季度收益33.8% 量化投资组合 II类：第三季度收益23.8%，2025年前三个季度收益50.6%...

Every six months, Callum Thomas runs a Twitter survey asking a simple question: Are you allocating to gold or bitcoin/crypto? The latest...

Portfolio Performance As of June 30, 2025, the Lumos Alpha Flagship Portfolio delivered a year-to-date (YTD) return of 7.81%....

Portfolio Performance In the first quarter of 2025, the Lumos Alpha Flagship Portfolio delivered a return of 0.93% , outperforming the...