Phi
Φ
Tactical Long-Short, Blended
Phi 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: Phi gains exposure to an inverse ETF to profit from market declines
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Uncertain market conditions: Phi adopts a conservative risk profile to minimize losses
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Normal market conditions: Phi takes on a moderate, well-balanced risk profile
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Ideal market conditions: Phi assumes an aggressive risk profile to maximize gains
Phi 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 blended 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: 18-22%, on average
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Market Cap: Large-Cap
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Investment Style: Blended
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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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IVV (iShares S&P 500 ETF)
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VGT (Vanguard Technology Sector ETF)
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VTV (Vanguard Value Index ETF)
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SH (ProShares Short S&P 500 ETF)
Track Record
From a Real Account (NOT Simulated)
Simulated Results
Provided for your reference
Why do we show simulated results?
We officially launched the Phi strategy on October 14, 2022. However, we understand that you may want to see more data. 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.