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.
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10 years: 27.1% p.a.
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3 years: 18.1% p.a.
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3 months: 9.7% increase
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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
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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%