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Equities Zero50

Dynamic Asset Allocation

Strategy´s Purpose

For Conservative Investors

A medium risk multi-asset class strategy focused on providing an attractive long-term total return by actively limiting volatility and drawdowns.

Investment Process

1. First step

Construction of three portfolios: Defensive, Balanced and Positive, with different volatility levels and asset classes exposure limits.

 

These three portfolios employ USD denominated ETFs investing in up to 13 different sub-asset classes offering a high level of diversification.

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3. Third step

After each allocation shift or monthly-based, an optimization of the Tactical Asset Allocation is implemented using our Portfolio Optimizer.

*Representative Portfolio

Back-test Results
 

Equities Zero50.PNG

YEAR

Equities Zero50

Balanced Portfolio

YTD

10.6%

7.6%

1 Y

13.5%

8.7%

2Y

9.7%

4.7%

2. Second Step

The strategy systematically manages the asset allocation shifting it systematically in progressive steps between 0%-30%-50% of equity weight, following the signal from our “Global Risk Indicator”.

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Contact us

For general questions, please write us here:

Our Locations

EyePerformance Technology S.L.

Calle Velazquez 126
28006 Madrid, Spain.

EyePerformance AG
Bundesstrasse 5
6300 Zug, Switzerland.

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