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