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The Sera CapitalOptimism Index
A Better 60/40?
The Sera Capital Optimism Index or Optimism Index, as a stand-alone index, was designed as an alternative to a traditional 60/40 or balanced portfolio. As a portfolio complement it can be tailored to suit most any investors’ return/risk profile. Whether looking to outperform the S&P 500 or simply beating inflation, the Optimism Index provides flexibility while reducing the risks associated with traditional benchmarks as measured by maximum drawdown. The Optimism Index, like all indices, is a simple set of trading rules. It combines two ETFs and rebalances them monthly. With zero exposure to equities, the Optimism Index exhibits a lower correlation to the S&P 500 than traditional benchmarks that exhibit historical correlations in excess of 90%.
Sera Capital is a registered investment advisor that manages money for individuals, couples and other advisors. We are active managers of passive broad indices. This means we trade your portfolio on a discretionary basis based on your goals and what we think is appropriate in the hope of achieving above average rates of return with below average risk over complete market cycles.
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