Back to School is one of our Limited Edition Kits. It capitalizes on the seasonal trend of back-to-school shopping during late summer, sending retail and consumer stocks higher. This Kit utilizes 15 companies. Each week our AI-powered model optimizes the best 10 in this group and adjusts weights to these holdings.

Example of Kit allocation in a given week

  • Amazon.com, Inc. (AMZN)

  • Apple Inc. (AAPL)

  • BJ’s Wholesale Club Holdings, Inc. (BJ)

  • Costco Wholesale Corporation (COST)

Kit benefits

Timing as well as our AI-powered security selection helps users to benefit from their investments by focusing on outperformance. We believe it is most valuable to get in on the trade as early as possible, and after monitoring the theme, close out when the benefits have been realized. Our team has done the work to make sure users are fully prepared when making an exit decision.

Asset class focus

U.S. retailers and tech companies connected to “back to school”

Risk level

High

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