Sam Volkering John Butler

Sam Volkering

Sam’s been researching and investing in AI for over a decade now - including tipping AI-hardware stock NVIDIA way back in 2013.

After finding a career as an Independent Financial Advisor unfulfilling, he pivoted to pursue his real passion: helping his clients invest in - and understand - big innovative tech breakthroughs.

And he’s never looked back.

He’s run multiple investment advisories in the UK and Australia, all focusing on getting in on the right stock, in the right sector, at the right time.

And he’s been waiting a long time to get his hands on an actual financial AI tool… like the one we’ll be sharing with you during this workshop.

Sam’s raring to share what happened when he combined this AI with his own high-potential stock picking strategy and spell out how you can take advantage of this ‘hybrid mind’, man plus machine, combo too.

Introducing your AI advantage


‘The AI Advantage Workshop’ is a Predictive Edge event produced by Southbank Investment Research Ltd. By signing up you agree to receive emails about the event.

The backtesting is conducted as follows: 

  1. Stock Selection (this dictates which stocks are picked) 
    - The OVI is a proprietary patented indicator revealing options traders sentiment on individual stocks. 
    - Pick those S&P 500 stocks with positive OVI behaviour and higher correlation to the OVI indicator.  
    - Other attributes include volume behaviour and dividends. 
  2. Timing (dictates how much to invest in stocks or cash) 
    - This broadly calculates a weighted average of OVI scores across all S&P 500 stocks.  
  3. Portfolio Construction (dictates the individual stocks’ weights)
    - This weights the selected stocks to control overall volatility. 
  4. Simulation 
    - Assume an initial $ Net Asset Value 
    - Each week (close of Tuesday), repeat process 1-3.  
    - Assume trades are filled at open of Wednesdays with a conservative 5bps transaction cost. 
    - Recalculate NAV every day, taking into account dividends and corporate actions, in the same way that a real fund would account for them. 
  5. Compare vs. SPY Total Return Index
    - Annualized Returns
    - Risk (Volatility, Max Drawdown)
    - Risk Adjusted Returns (derived from simulated NAV). 

Important Risk Warning

Advice in Predictive Edge does not constitute a personal recommendation. Any recommendation should be considered in relation to your own circumstances, risk tolerance and investment objectives. Before investing you should consider carefully the risks involved, including those described below. If you have any doubt as to suitability or taxation implications, seek independent financial advice.

General – Your capital is at risk when you invest, never risk more than you can afford to lose. Past performance (simulated and actual performance) and forecasts are not reliable indicators of future results. Bid/offer spreads, commissions, fees and other charges can reduce returns from investments. There is no guarantee dividends will be paid.

Overseas investments - Shares will mostly be denominated in a currency other than sterling. The return from these may increase or decrease as a result of currency fluctuations. Any dividends will be taxed at source in the country of issue.

Taxation – Profits from share dealing are a form of income and subject to taxation. Profits from converting cryptocurrency back into fiat currency is subject to capital gains tax. Tax treatment depends on individual circumstances and may be subject to change.

Editor: Sam Volkering. Editors or contributors may have an interest in recommendations. Information and opinions expressed do not necessarily reflect the views of other editors/contributors of Southbank Investment Research Ltd. Full details of our complaints procedure and terms and conditions can be found at, www.southbankresearch.com.

Predictive Edge contains regulated content and is issued by Southbank Investment Research Limited. Registered in England and Wales No 9539630. VAT No GB629728794. Registered Office: 2nd Floor, Crowne House, 56-58 Southwark Street, London, SE1 1UN. Southbank Investment Research Limited is authorised and regulated by the Financial Conduct Authority. FCA No 706697. https://register.fca.org.uk/.

© 2023 Southbank Investment Research Limited.

Sam Volkering

Sam’s been researching and investing in AI for over a decade now - including tipping AI-hardware stock NVIDIA way back in 2013.

After finding a career as an Independent Financial Advisor unfulfilling, he pivoted to pursue his real passion: helping his clients invest in - and understand - big innovative tech breakthroughs.

And he’s never looked back.

He’s run multiple investment advisories in the UK and Australia, all focusing on getting in on the right stock, in the right sector, at the right time.

And he’s been waiting a long time to get his hands on an actual financial AI tool… like the one we’ll be sharing with you during this workshop.

Sam’s raring to share what happened when he combined this AI with his own high-potential stock picking strategy and spell out how you can take advantage of this ‘hybrid mind’, man plus machine, combo too.