James C. K. Chen

AIO

INSIDER · VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND · CIK 0001785237

FILING MIX · LIFETIME100%/0%

BUYS

SELLS

TOTAL VALUE

$105.5K

COMPANIES

ACTIVE SINCE

Dec 2019

HOLDINGS NOW

5,700

AVG SELL PX

—

Trades · vs SPY

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Performance · forward returns vs SPY

6 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by James C. K. Chen, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	6	+50.00%	-3.12%	+0.33%	-3.45%	-3.45%	—
14d	6	+100.00%	+9.37%	+4.29%	+5.08%	+5.08%	—
30d	6	+100.00%	+14.80%	+9.45%	+5.36%	+5.36%	—
60d	6	+100.00%	+24.11%	+15.35%	+8.76%	+8.76%	—
90d	6	+100.00%	+28.10%	+21.43%	+6.68%	+6.68%	—
180d	6	+100.00%	+45.63%	+29.93%	+15.70%	+15.70%	—
1y	6	+100.00%	+87.96%	+52.61%	+35.35%	+35.35%	—
2y	6	+100.00%	+60.95%	+54.13%	+6.82%	+6.82%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

AIO · 5,700 shares · as of Jun 11, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2019

2020

FLOW · 14 buys / 0 sellsCOVERAGE · 3 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	350	$18.95	$6.6K	5,350	Jun 11, 2020	Jun 15, 2020 ↗
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	200	$18.81	$3.8K	5,550	Jun 11, 2020	Jun 15, 2020 ↗
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	150	$18.70	$2.8K	5,700	Jun 11, 2020	Jun 15, 2020 ↗
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	100	$14.00	$1.4K	250	Mar 12, 2020	Mar 13, 2020 ↗
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	100	$14.00	$1.4K	3,600	Mar 12, 2020	Mar 13, 2020 ↗
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	500	$14.00	$7.0K	3,500	Mar 12, 2020	Mar 13, 2020 ↗
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	1,400	$13.99	$19.6K	5,000	Mar 12, 2020	Mar 13, 2020 ↗
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	150	$20.09	$3.0K	150	Dec 31, 2019	Feb 28, 2020 ↗
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	500	$20.12	$10.1K	3,000	Dec 31, 2019	Feb 28, 2020 ↗
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	709	$19.98	$14.2K	2,500	Dec 20, 2019	Feb 28, 2020 ↗
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	1,300	$19.94	$25.9K	1,300	Dec 20, 2019	Feb 28, 2020 ↗
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	200	$19.91	$4.0K	1,500	Dec 20, 2019	Feb 28, 2020 ↗
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	91	$19.93	$1.8K	1,591	Dec 20, 2019	Feb 28, 2020 ↗
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	200	$19.98	$4.0K	1,791	Dec 20, 2019	Feb 28, 2020 ↗

Other insiders · AIO

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About this filer

CIK 0001785237

ROLE

Insider

PRIMARY

AIO

COMPANIES

ACTIVE SINCE

Dec 2019

MARKETPEEL · /INSIDER/0001785237DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

James C. K. Chen

The morning brief, before the bell.