Zeta

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Tactical Long-Only, Blended

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

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

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

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

Zeta is ideal for investors who:

  • Seek risk management that adjusts to market conditions 

  • Want exposure to a blended investment style

  • Have individual or joint accounts

Characteristics

  • Strategy Type: Tactical Long-Only

  • Goal: Optimize risk levels based on market conditions

  • Portfolio Volatility: 18-22%, on average

  • Market Cap: Large-Cap

  • Investment Style: Blended

  • Equities Type: ETF

  • Leverage/Margin: None

  • Fees: 0.5% 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

  • IVV (iShares S&P 500 ETF)

  • VGT (Vanguard Technology Sector ETF)

  • VTV (Vanguard Value Index ETF)

Track Record

From a Real Account (NOT Simulated)

Zeta Track Record - 2022-11-2.png

Simulated Results

Provided for your reference

Zeta Simulated - 2022-11-7.png

Why do we show simulated results?

We officially launched the Zeta strategy on September 13, 2021. 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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