Psi

Ψ

Tactical Long-Short, Growth

Psi 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: Psi gains exposure to an inverse ETF to profit from market declines

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

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

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

Psi 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 growth investment style 

  • Have individual or joint accounts

Characteristics

  • Strategy Type: Tactical Long-Short

  • Goal: Profit from both up and down markets

  • Portfolio Volatility: 20-24%, on average

  • Market Cap: Large-Cap

  • Investment Style: Growth

  • Equities Type: ETF

  • Leverage/Margin: None

  • Fees: 1% of AUM per year

  • Best for individual and joint accounts

Solutions Used

  • Automated Downside Protection

  • Automated Risk Management

  • Automated Portfolio Diversification

  • Automated Asset Allocation

  • Automated Tax Loss Harvesting

Holdings

  • VUG (Vanguard Growth Index ETF)

  • VGT (Vanguard Technology Sector ETF)

  • IVV (iShares S&P 500 ETF)

  • SH (ProShares Short S&P 500 ETF)

Track Record

From a Real Account (NOT Simulated)

Simulated Results

Provided for your reference

Psi Simulated - 2022-10-17.png

Why do we show simulated results?

We officially launched the Psi 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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