Wild Swan Portfolio

Portfolio Construction

Entoro Wealth’s “Wild” Swan Portfolio is comprised of an allocation of up to 50% SHORT the S&P 500 by holding an inverse Exchange Traded Fund (ETF), up to 25% in physical gold, and up to 25% digital assets such as bitcoin and ethereum. 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 up to 25% digital store of value via cryptocurrencies.

The portfolio will be rebalanced quarterly.

A reminder;

“Grey 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

A “wild”swan is a bit more agitated than a grey swan and as such the portfolio is structured to be more aggressive in capturing significant potential alpha.

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 500 ETF
25% Gold
20% Long Bitcoin
5% Long Ethereum

Wild Swan Portfolio Returns

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

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333 W. Loop N., Suite 333
Houston, TX 77024
Securities offered through Entoro Securities.