Stephen B. Jue

AIO

INSIDER · VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND · CIK 0001785549

FILING MIX · LIFETIME100%/0%

BUYS

SELLS

TOTAL VALUE

$152.2K

COMPANIES

ACTIVE SINCE

Dec 2019

HOLDINGS NOW

7,500

AVG SELL PX

—

Trades · vs SPY

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Performance · forward returns vs SPY

3 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Stephen B. Jue, 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	3	+66.67%	+18.45%	-1.89%	+20.33%	+31.79%	—
14d	3	+66.67%	+14.63%	-3.96%	+18.58%	+31.55%	—
30d	3	+66.67%	+34.36%	+13.60%	+20.76%	+33.00%	—
60d	3	+100.00%	+44.60%	+18.19%	+26.41%	+39.00%	—
90d	3	+100.00%	+56.44%	+26.97%	+29.47%	+45.17%	—
180d	3	+100.00%	+71.03%	+37.06%	+33.97%	+49.06%	—
1y	3	+100.00%	+132.11%	+58.73%	+73.38%	+95.33%	—
2y	3	+100.00%	+128.72%	+81.50%	+47.22%	+67.97%	—

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 · 7,500 shares · as of Mar 18, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2019

2020

FLOW · 4 buys / 0 sellsCOVERAGE · 2 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	2,500	$11.50	$28.8K	10,000	Mar 18, 2020	Mar 20, 2020 ↗
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	2,500	$12.38	$30.9K	7,500	Mar 18, 2020	Mar 20, 2020 ↗
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	2,500	$17.14	$42.9K	5,000	Mar 9, 2020	Mar 11, 2020 ↗
AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND	PURCHASE	2,500	$19.87	$49.7K	2,500	Dec 20, 2019	Feb 28, 2020 ↗

Other insiders · AIO

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About this filer

CIK 0001785549

ROLE

Insider

PRIMARY

AIO

COMPANIES

ACTIVE SINCE

Dec 2019

MARKETPEEL · /INSIDER/0001785549DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Stephen B. Jue

The morning brief, before the bell.