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Gamma

Γ

Tactical Long-Only, Growth

Gamma is a tactical long-only strategy that adjusts risk levels based on market conditions:​

  • Uncertain market conditions: Gamma adopts a conservative risk profile to minimize losses

  • Normal market conditions: Gamma takes on a moderate, well-balanced risk profile

  • Ideal market conditions: Gamma assumes an aggressive risk profile to maximize gains

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Gamma is ideal for investors who:​

  • Seek risk management that adjusts to market conditions 

  • Want exposure to a growth investment style

  • Have individual or joint accounts

Characteristics

  • Strategy Type: Tactical Long-Only

  • Goal: Optimize risk levels based on market conditions

  • Portfolio Volatility: 20-24%, on average

  • Market Cap: Large-Cap

  • Investment Style: Growth

  • Equities Type: ETF

  • Leverage/Margin: None

  • Fees: 0.5% of AUM per year

  • Best for individual and joint accounts

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Solutions Used

  • Automated Downside Protection

  • Automated Risk Management

  • Automated Portfolio Diversification

  • Automated Asset Allocation

  • Automated Tax Loss Harvesting

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Holdings

  • VUG (Vanguard Growth Index ETF)

  • VGT (Vanguard Technology Sector ETF)

  • IVV (iShares S&P 500 ETF)

Simulated Results

Provided for your reference

Gamma Simulated - 2023-3-10.png

What do these metrics mean?

Disclaimers

Why do we show simulated results?

Real results are not yet available for Gamma. 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.

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