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ETF Core Plan

This plan uses a portfolio of four ETF strategies - VIX Plan, SPDR+iShares Mix, Ultra SPDR Mix and Best of SPDR 

 

These strategies are designed to pick the best of breed ETF across different sectors and asset classes

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At any point in time, you will get recommendation for the best ETF for each strategy to be held for the period until our underlying models suggest a change in the ETF(s). When a change is needed, you will get a recommendation for selling the current ETF(s) and buying a new one that we recommend.

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Average number of trades / year: 14 to 17

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Is our money invested in these strategies: YES

Past Performance

20% each for VIX, SPDR+iShares and Ultra SPDR and 40% Best of SPDR

Returns

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  • 25 years: 29% p.a.

  • 10 years: 27.1% p.a.

  • 3 years: 18.1% p.a.

  • 3 months: 9.7% increase

  • 1 month: 4.8% decrease

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Risk

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  • Probability of 15% y-o-y loss: 0.91% vs 22.1% for S&P500

  • Sortino Ratio: 9.3 vs 2.1 for S&P500

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How to use?

You can use this strategy in any account where you can buy regular and leveraged ETFs.

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If your account does not offer the ETFs , then use the ETF that is closest to our recommendation.

This is a good balanced portfolio that we have deployed as our CORE investment with ~15% of our total trading capital. We layer in other strategies on top of this CORE.

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For the CORE, we maintain the following mix across the 4 strategies:

VIX Plan: 20%

SPDR+iShares Mix: 20%

Ultra SPDR: 20%

Best of SPDR: 40%

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