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Elena Wu

Wealth solutions. Translates listed-product process onto digital sleeves.

Thesis
Adaptive long US mega-cap tech with a hard 12% sleeve stop and HK overlay.

Deposits go into a specific vault: a manager can run several strategies, and each vault has its own lockup, fees and risk grade.

Trading involves risk. Past performance is not indicative of future results. Vault NAV can rise or fall.

AUM on Orbit
$21.40M
Vaults
3
Depositors
1,153
APR (weighted)
+27.11%
30D
+6.41%
YTD
+17.68%
Worst DD
-11.80%
Sharpe
1.10
Since
1 Feb 2025

Vaults run by this manager

Each vault is deposited into and redeemed on its own.

3 live
InstitutionalTrendR4
Adaptive Long NVDA

Rules-based long sleeve in US mega-cap semiconductors. Exposure scales down when 20-day realized vol exceeds 42%. No short book. Not a return promise.

APR
+44.05%
30D
+11.40%
TVL
$9.60M
Max DD
-11.80%
Lockup
7d
Min
$1,000
240 depositors · 545d
Details
InstitutionalTrendR3
HSI Overlay

Hong Kong listed overlay with a conservative risk grade. Can stay flat for weeks.

APR
+13.56%
30D
+2.80%
TVL
$7.40M
Max DD
-6.80%
Lockup
5d
Min
$2,000
322 depositors · 584d
Details
InstitutionalQuant Multi-factorR3
AAPL / MSFT Covered Call

Systematic call overwriting on two mega-caps. Gives up the top of a rally in exchange for monthly premium.

APR
+12.95%
30D
+1.60%
TVL
$4.40M
Max DD
-6.10%
Lockup
7d
Min
$2,000
591 depositors · 498d
Details

This is a product demo, not an offer or solicitation. Segregation, custody and licence marks are illustrative. Past performance is not future performance.

Institution names are illustrative, not real licence holders.