I/O Fund Outperforms Leading Active Tech Funds in 2021

Despite a difficult year for tech stocks, the I/O Fund releases exceptional 2021 results

This press release was originally published on Apr 20, 2022 on Business Wire.Business Wire.

SAN FRANCISCO, CA – (BUSINESS WIRE) – I/O Fund, an actively managed tech portfolio that provides in-depth stock investing research and real-time trade alerts for retail investors, announces a 11.4% return for 2021 and 141% cumulative return from its inception through December 31, 2021. ​​Both figures do not include dividends. These returns were independently audited, and prove I/O Fund’s expertise in the world of tech. 

I/O Fund’s success comes from being first to trends and confidently holding high allocations. In 2021, the all-tech portfolio held an allocation of 30% across leading semiconductor companies and 20% in blockchain assets. The I/O Fund was able to pull ahead of institutional competitors by tactfully selecting leading tech stocks that outperformed in a year when high beta was out of favor.

The 2021 annual report reflects the I/O Fund’s fluency in technology during a turbulent year for tech stocks as the +11.4% returns were nearly 40% higher when compared to popular tech ETFs. On a cumulative basis, the I/O Fund more than doubled the returns from popular tech ETFs since inception. 

CEO & Lead Tech Analyst Beth Kindig has been covering crypto since 2013, which predates the Ethereum network. Kindig’s in-depth expertise helped the I/O Fund confidently add blockchain positions to an audited stock portfolio with large allocations. The company entered Bitcoin several times in 2020, with entries ranging in the $7,000s – $20,000s, and the I/O Fund rightly trimmed their exposure in Q1 of 2021 in the $52,000 to $58,000 range before the large correction began. I/O Fund premium members were notified of their every move through real-time trade alerts. 

Kindig has also written extensively on Nvidia, predicting that the company would become a leading artificial intelligence stock even when data center revenue was declining. She is a regular contributor to Forbes where she stated Nvidia would become one of the world’s most valuable companies. The I/O Fund leveraged her unique predictions across three additional semiconductor companies, which helped insulate the I/O Fund from weakness in the tech sector.

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“We firmly believe that tech will generate life-changing gains on Wall Street into the foreseeable future,” says CEO & Lead Tech Analyst Beth Kindig. “We strive to become a valuable resource — and an important alternative to ETFs —- for individuals and funds who are determined to participate in this highly rewarding, albeit volatile, sector.” 

The company also called the two best performing cloud stocks of 2021 – Asana and Datadog. The I/O Fund sold into strength several times, then finally closed their position in Asana with a 286% gain. Datadog was initially bought during the Covid lows at $34.90 with I/O Fund Portfolio Manager Knox Ridley adding to the position several times in 2021, which went on to provide an 80% gain for 2021.

“Our success is largely due to allocations and position sizing,” says Portfolio Manager Knox Ridley. “We were not immune to the tech selloff, rather we use risk management to reduce its impact. Ultimately, we are committed to the tech sector as the world’s leading industry even amidst the current macro headwinds, as we believe the time to be accumulating tomorrow’s FAANGs is when the market is selling out of them.”

The I/O Fund hires an independent accounting firm to conduct its periodic audits. It reviewed statements from January 1st, 2021 to December 31st, 2021 from the fund’s brokerage and blockchain accounts and found no discrepancies.

The I/O Fund publishes institutional-level research in a free weekly newsletter. Premium members have full access to a completely transparent portfolio of 20+ positions, webinars, institutional-level research, real-time trade notifications, and more. 

For more information about I/O Fund, please visit: https://io-fund.com/premium-services-sign-up 

For media inquiries, email us at media@io-fund.com.

I/O Fund Announces Impressive 1-Year and 2021 YTD Returns

Actively managed fund surpasses competitors, including those backed by major corporations

November 15, 2021 09:00 AM Eastern Standard Time (originally published on Business Wireoriginally published on Business Wire)

SAN FRANCISCO–(BUSINESS WIRE)–I/O Fund, an actively managed tech portfolio that provides in-depth stock investing research and real-time trade alerts for retail investors, announces a 236% 1-year return from its inception through May 7, 2021*, and a year-to-date cumulative return of 28% through July 31. Both figures do not include dividends. These results, confirmed through recently completed independent audits, reflect I/O Fund’s record as a performance leader in actively managed funds.

I/O Fund credits much of the positive gains to being first to trends across blockchain, semiconductors, cloud and ad-tech, and being confident in holding high allocations of up to 21% in a single category. The fund’s performance across three reviews in its first 18 months is reflective of the company’s fluency with the ever-expanding tech landscape and ability to form a winning portfolio.

I/O Fund’s team of experts championed how to add Bitcoin to a stock portfolio in 2019 and properly allocated to this asset. The fund saw gains from these assets in February through early May, trimmed in the $52,000 to $58,000 region and then began to buy back into the asset when it was valued between $31,000 and $40,000. Entries and exits are shared with premium subscribers in real-time. I/O Fund’s analysts saw long-term value in cryptocurrency, sticking with the investments despite drawdowns of 40% to 50%.

The company also built a leading Nvidia position starting in 2019 with a 9% allocation to-date by using in-depth technical stock analysis to predict Nvidia would become an AI leader in the data center. This analysis was highly contested as Nvidia had declining data center revenue in 2019 when the I/O Fund built this key position.

“At I/O Fund, we believe tech requires a lead analyst with direct yet broad experience in the industry,” said Beth Kindig, founder and CEO of I/O Fund, who also serves as the company’s lead tech analyst. “This makes our investment strategy more advanced and can lead to higher returns.”

I/O Fund’s performance over its first year blew away the competition. Its portfolio return of 236% bested the closest institutional competitor by more than 100% and other funds by even larger margins over the May 9, 2020, to May 7, 2021, time frame.

The 2021 YTD report proves that I/O Fund kept its momentum as a leader in researching and forecasting tech growth stocks. Its 28% return, amid a difficult year for tech stocks, either tied or surpassed every other competitor.

“Conviction is key to sticking with a company over the long-haul, regardless of drawdowns; however, the market will always tell you what sectors and stocks are being favored today, which is where we shift focus,” said Knox Ridley, Portfolio Manager of I/O Fund. “We use relative strength screens to add to winners, as well as technical analysis to help us reduce risk when sentiment appears to be shifting.”

Kindig and her team credit I/O Fund’s retail influence to its growing, passionate base of stock newsletter and premium subscribers. The team is dedicated every day to continue outperforming the large corporations I/O Fund competes with.

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“We are all trained to believe that ‘smart money’ knows more than retail,” Kindig noted. “However, we wanted to test that notion by forming a small team of experts who care very much about their chosen specialty. The market knows how to keep you humble and so we will continually strive to improve. We are not only a site that celebrates the wins, but we also show you how we manage losses – all in real-time.”

"The market knows how to keep you humble and so we will continually strive to improve. We are not only a site that celebrates the wins, but we also show you how we manage losses – all in real-time.” – Beth Kindig

I/O Fund hired an independent accounting firm to conduct all three audits. It reviewed statements dating back to May 2020 from the fund’s brokerage and blockchain accounts and found no discrepancies.

For more information about I/O Fund, please visit https://io-fund.com/premium-services-sign-up.

This press release article was originally published via businesswire.com on November 15, 2021, 09:00 AM ET and featured in MarketWatch.

*Corrections: We had a 236% 1-year return from inception through May 7, 2021, not May 7, 2020.

You can learn more about the IO Fund’s 2021 performance here. In it, we discuss which trends worked for our investment strategy, and how we pick winners in the different tech industries. We also discuss our crypto strategy: YO/LO, which stands for “You Only Live Once” to help encourage our readers enter the cryptocurrency market.

About I/O Fund

I/O Fund is an actively managed portfolio that offers in-depth research within and real-time trades. We specialize in tech microtrends and have outperformed popular tech-focused innovation funds since our inception in 2020 with audited performance results. I/O Fund empowers retail investors by offering a transparent portfolio alongside institution-level research and real-time notification of entries and exits. We also offer a free public newsletter with past stock coverage that included Roku at $33, Zoom at $137 and Nvidia at $31.50. Premium members are notified of lower entries, including Zoom at $62 and Bitcoin at $7,700.

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