Methodology

We manage this portfolio as five segments; Core & Dividend Growth, Covered Calls, High Dividend Yield, Preferreds and Sector Specific. Three of these five segments are predominantly focused on providing a good yield while the Core & Dividend Growth and Sector Specific portions of the portfolio are intended to round out the exposures, ensuring that the portfolio is not lacking exposure to any key sectors or segments of the market. Within each of the five segments that the portfolio provides exposure to, we do a semiannual due diligence process on all the ETFs that could provide that exposure. This is done to ensure that we remain satisfied with the exposures that we currently have in the portfolio. Additionally, whenever new positions are added to the portfolio, they first go through our due diligence process. This is used to ensure that the ETF provides the desired exposure, is affordable and has good liquidity. There are no specific cut offs for the different metrics that we look at, as they are all relative to their peer group. Once we have selected the exposures for the Core & Dividend Growth, Covered Calls, High Dividend Yield and Preferreds segments, we assess what exposures we are lacking or only have minimal exposure to. While doing this, we also think about where we only have downside potential due to the Cover Call exposure. It is during this process of adding back sector exposures that we strive to round out the exposures in order to reduce the sector skews within the portfolio (to the extent possible) so that these skews do not detract from the portfolios performance during periods of market performance dominated by specific sectors or growthier factors. This sector diversity is especially important during periods where high yielding strategies are out of favor.

Stack CAGR 2.11


Max DD 36.25%


Sharpe Ratio 0.33


Rebalancing Frequency Quarterly

VaR 2.04%

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

Popular Stacks

US Tech Bluechip Portfolio


The US Tech Bluechip Stack invests in pure Technology Internet companies that are critical to the in...

26.18% 3 year returns

Moderate High Risk

abs

US Tech Bluechip Portfolio


The US Tech Bluechip Stack invests in pure Technology Internet companies th...

-6.18% 3 year returns

Moderate High Risk

abs

Electric Vehicle Portfolio


The Electric Vehicles Stack is composed of companies involved in Electric Vehicle (EVs) technology, ...

16.66% 3 year returns

Moderate High Risk

abs

Electric Vehicle Portfolio


The Electric Vehicles Stack is composed of companies involved in Electric V...

-9.23% 3 year returns

Moderate High Risk

abs

Omniscience AIoT


AIoT Stack sits at the heart of disruptive technology infrastructure (AI, IoT, Cloud, 5G, Big Data, ...

27.35% 1 year returns

High Risk

abs

Omniscience AIoT


AIoT Stack sits at the heart of disruptive technology infrastructure (AI, I...

-1.72% 1 year returns

High Risk

abs

GlobalX Disruptors Portfolio


The Global X Disruptors Portfolio is unique due to it providing exposure to thematic equity within a...

12.67% 1 year returns

High Risk

abs

GlobalX Disruptors Portfolio


The Global X Disruptors Portfolio is unique due to it providing exposure to...

-8.11% 1 year returns

High Risk

abs

Healthcare Leaders Portfolio


The Healthcare Leaders Portfolio is a thematic play on the medical innovations and therapies being d...

13.49% 1 year returns

High Risk

abs

Healthcare Leaders Portfolio


The Healthcare Leaders Portfolio is a thematic play on the medical innovati...

-3.92% 1 year returns

High Risk

abs

Value Investing Portfolio


The Value Stack invests in undervalued companies with low book value and that show strong future gro...

18.35% 5 year returns

Moderate High Risk

abs

Value Investing Portfolio


The Value Stack invests in undervalued companies with low book value and th...

-3.86% 5 year returns

Moderate High Risk

abs
1 year returns

2.11%

-1.06% higher than S&P500

High Risk