Equity Logic
Equity Logic is a Manager of Long Term Risk Controlled Strategy Alternatives
that use Index Based ETFs like SPY and QQQ.
The CORE Portfolio Strategy, in its simplest form, is either 100% exposed to SPY, or 100% in cash. This SPY – Cash Model has produced some of the best risk metrics, but it is not exciting. CORE often spends long periods of time incash, or neutralized from market risk.
CORE is designed for slow but steady returns, and low Volatility.
For clients who appreciate the risk metrics of CORE, but want more, we also offer an ULTRA version of CORE. “ULTRA Core” makes trades at the exact same time as CORE, but instead of SPY, the ULTRA version uses SSO (2x SPY ETF) instead.
Our Tactical ETF Strategy is a LONG/SHORT Strategy that uses leveraged Index ETFs to try to capture short term moves in the Market.
This is an aggressive strategy and has proven to be volatile.
Equity Logic incorporates this strategy periodically, when market conditions are more opportune. If Market conditions are more volatile, Tactical can work well.
Our Evitar Corte Strategy seeks to protect investors from market crash risk. It follows the Evitar Corte Model, which identified the bookends of the Internet Debacle, Credit Crisis, and Carona Crash, and helped investors sidestep the crashes associated with those.
Although unintended, this approach has the ability to outperform significantly. In fact, Evitar Corte is our best performing strategy. Inquire for details.
Evitar Corte was designed as a defensive strategy, but as it turns out that improves performance too (a natural byproduct). Defense Wins Championships.
The Strategies listed herein are Market Based and use Market Based ETFs preferably, but can also be
used in large, diversified portfolios with cap gains consequences.
1 Evitar Corte
2 CORE Portfolio Strategy
3 ULTRA Core
4 Personalized strategies
One or a combination of strategies may be recommended from time to time based on our determination of current and future market conditions and from time to time Equity Logic may refuse to engage in some of the strategies even if requested by the client based on its own assessment of market conditions.
Board members have a fuduciary duty to do their beneficiaries. Your traditional advisors and money managers get paid to invest. They also have a vested interested in keeping you fully invested even when markets are about to crash, because that's how they receive fees, so it is your job to protect your beneficiaries when that is required. Equity Logic does both, we invest and protect, and give you an added value that other managers do not provide.
Our Models all agree, the Market moves up over time, but you must protect portfolios sometimes too. After the Corona Crash, the DJIA was avergaging only 4.15% per year for the past 20 years, and there were three major market crashes in between. Think about the difference if all you did was play defense once in a while. The Evitar Corte Model identifies when to do that using the FOMC as a guide. We provide our clients with this. Defense Wins Chamionships.
HNW clients often have large cap gain consequences in a diversified portfolio of stocks, which makes the traditional way of protecting an account tedious. We have a better way, one that can protect an entire taxable account within seconds without triggering cap gains. Protecting a tax-free account is even easier, and we use the most liquid instrument on the market to make this efficient. From there, Risk Control becomes a natural part of client Portfolios.