Updated: Nov 2
On November 9th at 11:00 AM EST, our team at WBI will be hosting a webinar discussing the launch of five innovative multi-manager machine optimized ETF models on the Cetera platform, Envestnet. These models include:
1. WBI Cy Target Drawdown -5
2. WBI Cy Target Drawdown -10
3. WBI Cy Target Drawdown -15
4. WBI Cy Target Drawdown -20
5. WBI Cy ETF Bond Ultra Short Duration Target Drawdown -5
Crafted meticulously by CyborgTech, our award-winning* software affiliate, our machine optimization methodology has been developed with a keen focus on a diverse range of ETFs. Notably, the models feature ETF brands such as Direxion, Invesco, iShares, Pacer, ProShares, JP Morgan, SPDRs, and Fidelity. Here's a closer look at our process:
Broad ETF Universe: Our exploration began with an expansive universe of over 3,000 ETFs, ensuring a comprehensive initial selection.
Quantitative Filtering: Leveraging sophisticated quantitative tools, we distilled this universe to the top 10% or less, zeroing those manager with strong risk-adjusted returns.
Rigorous Simulations: Next, we ran approximately 2 million simulations, each meticulously designed to achieve a targeted drawdown in the worst calendar year while attempting to maximize up market return.
Enhanced Compounding: A key facet of our strategy is to augment compounding, aiming to optimize potential growth avenues for investors.
Proprietary Expertise: At the core of our models is a proprietary algorithm, harmoniously paired with our exclusive Capital Power RatioTM calculation.
We remain committed to offering high-quality, optimized investment solutions. We are confident that these models provide a unique opportunity for those seeking to navigate the dynamic market landscape effectively.
For a deeper understanding of these models and to gather comprehensive insights, RSVP to our webinar on November 9th. We look forward to seeing you there!
To learn more about WBI, visit our website.
* CyborgTech LLC and WBI Investments LLC received the Fintech Breakthrough Award for Best Robo Advisory Platform in March 2021, March 2022, and March 2023. Consideration for these awards is not a guarantee of future performance. WBI Investments LLC and CyborgTech LLC submitted applications for review but did not directly or indirectly compensate Fintech Breakthrough for any rankings and/or awards. The awards programs are conducted on an annual basis. For more information on the award categories and criteria, visit FinTech Breakthrough.
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