Chi
Χ
Tactical Long-Short, Value
Chi is a tactical long-short strategy with the goal of delivering positive returns in both up and down markets. Risk levels are adjusted based on market conditions:
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Poor market conditions: Chi gains exposure to an inverse ETF to profit from market declines
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Uncertain market conditions: Chi adopts a conservative risk profile to minimize losses
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Normal market conditions: Chi takes on a moderate, well-balanced risk profile
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Ideal market conditions: Chi assumes an aggressive risk profile to maximize gains
Chi is ideal for investors who:
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Aim to profit from both up and down markets
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Seek risk management that adjusts to market conditions
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Want exposure to a value investment style
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Have individual or joint accounts
Characteristics
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Strategy Type: Tactical Long-Short
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Goal: Profit from both up and down markets
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Portfolio Volatility: 16-20%, on average
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Market Cap: Large-Cap
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Investment Style: Value
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Equities Type: ETF
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Leverage/Margin: None
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Fees: 1% of AUM per year
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Best for individual and joint accounts
Solutions Used
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Automated Downside Protection
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Automated Risk Management
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Automated Portfolio Diversification
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Automated Asset Allocation
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Automated Tax Loss Harvesting
Holdings
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VTV (Vanguard Value Index ETF)
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VOOV (Vanguard S&P 500 Value Index ETF)
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IVV (iShares S&P 500 ETF)
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SH (ProShares Short S&P 500 ETF)
Simulated Results
Provided for your reference
Why do we show simulated results?
Real results are not yet available for Chi. We provide simulated results to illustrate how a strategy could have performed historically. Simulated data is useful for getting a sense of a strategy's characteristics through a variety of market conditions. We have real results available for the following strategies: Sigma, Zeta, Pi, Phi, and Psi.