Eta Strategy

Automated Market Timing

Eta, our Flagship strategy, is an ETF-based market timing strategy optimized for personal and retirement accounts.

Eta times the market to help clients enhance returns during strong market environments and reduce drawdowns during periods of market weakness.

Eta invests in set number of ETFs and manages exposure in an automated way. Every day, Eta’s institutional-grade AI system monitors and generates signals for nearly every stock in the US (more than 10,000 individual stocks). Based on the distribution of positive and negative signals, Eta generates a state for each ETF: risk-on and risk-off. Under risk-on conditions, Eta is fully exposed to that ETF. Under risk-off conditions, Eta holds cash instead. This process is repeated for each ETF in the portfolio. The result of this strategy is a portfolio that has the potential to outperform the S&P 500 over the long-term.

But what if the AI system is wrong or goes berserk? Rest easy, because Eta's portfolio composition roughly matches that of the S&P 500. What this means is that in a worst-case scenario, losses should be inline with the broader market. However, if everything goes according to plan, losses could be significantly limited through market timing.

In Eta's track record below, we can see that the strategy has successfully outperformed the S&P 500 in both up markets (2021) and down markets (2022) through market timing. Our mission is to give all investors access to our institutional-grade system

Number of positions

Up to 9 ETFs

Max / Min Exposure

95% / 0%

Management Fee

1% per year

Trading Graphs on Computer Monitor