Alpha Global Index

The Alpha Global Index consists of four underlying strategies that employ a rules-based tactical momentum algorithm to evaluate a set of candidate ETFs at each month-end, wherein the trend leader of each is selected to be a member of the model’s Portfolio for the subsequent month. In Bear markets candidates are defensive ETFs vs equity ETFs. 

 The Global ETF selections are made from a field of 43 country, region, and sector ETFs from various asset managers. The underlying strategies employ a momentum Backstop  having defensive funds that compete for momentum leadership with the 43 Global ETFs.    It is further defended by StormGuard-Armor and an integrated Bear Market Strategy, 

While most NQ (taxable account) funds lay fallow because active trading leads to short-term capital gains taxes, NQ ETF Indexes are complete self-contained, tactical portfolio management systems in a tax-efficient, exchange-in-kind, ETF wrapper. They pursue tactical momentum and risk mitigation strategies internally while delivering long-term capital gains benefits externally.

Our algorithmic technology, Temporal Portfolio Theory, employs the cross-disciplinary sciences of Matched Filter Theory and Differential Signal Processing – the same technologies that enable WiFi, USB, iPhones, digital TV, to perform so well. AI Fuzzy Logic and AI Feedback Loops further improve model performance.