Investment Funds

AI Balanced Flagship - All Sectors (Sharia) (10 companies)

Balanced USA Published Sharia compliant Launch score: 84.1

Premium AI Mixed fund covering All Sectors. Selected after style screens and backtest ranking.

Portfolio style: Mixed fund: balanced screen combining profitability, valuation, growth, and income signals rather than a single style extreme.

Unit price is a model/reference NAV for copy allocation. Subscription follows the portfolio’s companies, weights, and moves — the platform does not sell units or take investment money.

Unit Price · USD

$314.04

Follow access / month $24.99

Portfolio outlook

Mixed historical efficiency. Total return includes price move plus simulated cash dividends; bonus/splits adjust share counts.

YTD

118.01%

Since Inception

213.95%

Price return

213.95%

Income return

8.23%

Portfolio cash

53.80

1 Month

0.32%

3 Months

2.96%

1 Year

160.17%

Distribution mode

Accumulation

Risk

Risk: Very high · 5/5

Volatility

43.29%

Max drawdown

24.93%

Sharpe

4.73

Unit Price Chart (older year monthly · recent year weekly · last month daily)

Daily NAV is stored in full; only the chart is downsampled for clarity.

Cash Distributions & Bonus Shares

Estimated cash dividends and last bonus/split for current holdings. Price chart above shows price return only.

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Sector Allocation

Technology: 57.4% Other: 20.4% Healthcare: 2.8% Basic Materials: 2.3%

Portfolio Holdings

Symbol	Company Name	Sector	Weight %	Shares	Buy Price	Current Price	Market value	P/L %
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Subscribe to follow the portfolio’s companies, weights, and moves

Follow fee only — not a unit purchase; the platform does not take investment money.