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Pi

Π

Tactical Long-Short, Retirement

Pi 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:

  • Poor market conditions: Pi gains exposure to an inverse ETF to profit from market declines

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

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

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

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Pi is ideal for investors who:

  • Aim to profit from both up and down markets

  • Seek risk management that adjusts to market conditions 

  • Want exposure to a blended investment style

  • Have retirement accounts (e.g., IRA, 401k)

Characteristics

  • Strategy Type: Tactical Long-Short

  • Goal: Profit from both up and down markets

  • Portfolio Volatility: 18-22%, on average

  • Market Cap: Large-Cap

  • Investment Style: Blended

  • Equities Type: ETF

  • Leverage/Margin: None

  • Fees: 1% of AUM per year

  • Best for retirement accounts (e.g., IRA, 401k)

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Solutions Used

  • Automated Downside Protection

  • Automated Risk Management

  • Automated Portfolio Diversification

  • Automated Asset Allocation

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Holdings

  • VOX (Vanguard Communications Sector ETF)

  • VCR (Vanguard Consumer Discretionary Sector ETF)

  • VDC (Vanguard Consumer Staples Sector ETF)

  • VDE (Vanguard Energy Sector ETF)

  • VFH (Vanguard Financials Sector ETF)

  • VHT (Vanguard Healthcare Sector ETF)

  • VIS (Vanguard Industrials Sector ETF)

  • VAW (Vanguard Materials Sector ETF)

  • VNQ (Vanguard Real Estate Sector ETF)

  • VGT (Vanguard Technology Sector ETF)

  • VPU (Vanguard Utilities Sector ETF)

  • SH (ProShares Short S&P 500 ETF)

Track Record

From a Real Account (NOT Simulated)

Pi Track Record - 2023-3-8.png

What do these metrics mean?

Disclaimers

Simulated Results

Provided for your reference

Pi Simulated - 2022-10-17.png

What do these metrics mean?

Disclaimers

Why do we show simulated results?

We officially launched the Pi 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.

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