Gray Swan Portfolio

Portfolio Construction

Entoro Wealth’s Gray Swan Portfolio is comprised of an allocation of up to 50% SHORT  S&P 500 holdings via an inverse ExchangeTraded Fund (ETF), up to 25% in physical gold, and digital assets such as bitcoin and ethereum with the remaining 25% in short term U.S. Treasuries. Gold is held via either an Exchange Traded Fund that directly holds physical gold or a tokenized digital asset backed by physical gold.                        

The portfolio is designed to hedge against a significant downside market move while capturing significant potential upside alpha by holding allocations of up to 25% gold and a digital store of value via cryptocurrencies. U.S. Treasuries are held to mitigate volatility. The portfolio will be rebalanced quarterly.

A reminder;

“Gray Swan is a term used to describe a potentially very significant event that is considered unlikely to happen but still possible. Because there is a slight chance the event will occur it should be anticipated, particularly as it could shake up the world, economy, and stock market”

Source: Investopedia

Minimum Investment and Fee Structure

  • Currently offered as a Separately Managed Account (SMA)
  • The portfolio is offered to investors with a minimum of $1MM and assessed a 1.5% annualized management fee and a 15% performance fee paid quarterly

Sample Performance Assuming a $10MM Portfolio Constructed as Follows

50% Short S&P
$5MM
25% U.S. Treasuries
$2.5MM
15% Long Bitcoin
$1.5MM
5% Long Ethereum
$500K
5% Gold
$500K

Gray Swan Portfolio Returns

Monthly returns are depicted for information purposes; portfolios are rebalanced quarterly

Contact Us

Need an expert? you are more than welcomed to leave your contact info and we will be in touch shortly

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form