The Halalstocks Edge™ Strategy
The Halalstocks Edge™ strategy focuses on buying undervalued stocks of stable, established companies and selling them as the market recognises their true worth.
The Halalstocks Edge™ strategy is suitable for:
Investors seeking more active investments with the potential for higher returns.
Investors with a medium to long-term perspective, suited for goals such as retirement savings, property deposits, Hajj, or funding children's futures.
Investors looking to establish a monthly investment for at least 13 months.
Leading the art of the possible and setting a new performance benchmark.
The Halalstocks Edge™ strategy has shown significant outperformance over standard halal ETFs and other high performing funds over 7 years or longer backtesting period.*
*Past performance is not indicative of future returns.
Since its inception (Jun 2020) the Halalstocks Edge™ strategy has outperformed the S&P 500* by 2.27% on average per the portfolio’s 13 month holding period.
*The S&P 500 is a stock market index that tracks the performance of 500 of the largest publicly traded companies in the United States and is widely considered a benchmark for the overall U.S. stock market
Invest monthly for
the first year.
Reap the rewards.
The success of the Halalstocks Edge™ strategy relies on the model’s consistent monthly investments, whereby:
Phase 1: Accumulation Phase
During this phase the portfolio is built by acquiring the most under valued companies each month
Phase 2: Profit Taking Phase
From the 13th month, the strategy begins to realise profits/losses realises through the sale of stocks.
Members can then choose to:
Reinvest profits to maximise investment growth
Take profits and reinvest the initial investment, to enable a monthly income
Withdraw their investment while maximising profitability month to month
Other strategies coming soon:
The Momentum™ Strategy
Higher risk, earlier returns
This strategy takes advantage of trends and price movements to time entry and exit into various asset classes.
This strategy is for investors:
✅ with a higher risk tolerance
✅ seeking more frequent trading of assets in the short-medium term
✅ seeking exposure to a broader set of assets, including Bitcoin, commodities, precious metals, ETFs and index funds