This is from AIEQ's Prospectus:

Each day, the EquBot Model ranks each company based on the probability of the company benefiting from current economic conditions, trends, and world events and identifies approximately 30 to 70 companies with the greatest potential over the next twelve months for appreciation and their corresponding weights, while maintaining volatility (i.e., the range in which the portfolio’s returns vary) comparable to the broader U.S. equity market. The Fund may invest in the securities of companies of any market capitalization. The EquBot model recommends a weight for each company based on its potential for appreciation and correlation to the other companies in the Fund’s portfolio. The EquBot model limits the weight of any individual company to 10%.

小结：

１。 AIEQ 看的是１２个月范围内的回报几率
２。 AIEQ 是用 broader U.S. equity market. 作为 Benchmark， （相当与  S&P 500?）
３。 选择３０－７０个 个股，每个权重不超过１０％， 利用几率分散风险