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Methodology

This strategy makes tactical allocations towards global asset classes, countries, sectors and currencies based on top-down global macro, cross-asset valuation, fundamental bottom-up and technical analysis. The strategy is a true ‘go anywhere’ strategy where it can allocate to US, European and Emerging Market equities as well as US and global fixed income including Government bonds, High Yield corporates and Investment Grade corporates.

Stack CAGR -3.53


Max DD 24.47%


Sharpe Ratio 0.69


Rebalancing Frequency Quarterly

VaR 1.34%

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Stacks are pre-configured baskets of stocks & ETFs that you can invest in with a single click

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-3.53%

Moderate Low Risk