EWP (iShares MSCI Spain Capped ETF)


Portfolios on Covestor holding EWP - sorted by percentage allocation

We use a multi-faceted approach. For this particular model, 35% is allocated to a Sector Rotation system (technical analysis based), another 35% to a Calendar system (based on sector seasonality), and the remaining 30% among index strategies that are managed using various types of data and analysis (earnings, inflation, price, linear regression, trend following, volatility, etc). We believe that using multiple strategies adds an important layer of diversification. Our primary aim isn’t necessarily to always outperform a benchmark, but rather to manage risk and achieve consistent returns in all types of markets.

Strategy
ETFs / Funds
Sharpe ratio
1.55 365 days
Performance
12.8% 365 days
Risk score
Fees
  • 1.5% fee
  • $30,000 min

The Atlas Global Downside Protected (GDP) strategy is a global equity strategy benchmarked to the MSCI All-Country World Index (ACWI).  GDP is designed to reduce the risk of large loss in sustained market declines, while still striving to achieve gains when stock markets are rising.  The strategy does this by avoiding segments of global stock markets that have heightened risk profile; staying fully invested in “good markets” (using cash sparingly); and opportunistically managing foreign exchange rate risk.   As with the other Atlas strategies, GDP uses a consistent, systematic approach with a foundation in academic and Atlas proprietary research.

Strategy
ETFs / Funds
Sharpe ratio
1.06 365 days
Performance
10.3% 365 days
Risk score
Fees
  • 0.75% fee
  • $20,000 min


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Important Information

  1. Past performance is no guarantee of future results.
  2. Periodic and since and the corresponding spark chart is calculated to the most recent month end date.
  3. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.