SmartFolio Performance

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4Q Rotate

(ALLOCATIONS ALWAYS CHANGING BY QUARTER) 4Q ROTATE adjusts based on the highest ‘directional beta’ symbols in the iFlip traded stocks based on the previous quarter. Every quarter the mix of stocks will likely change. This is an aggressive Smartfolio and will experience greater volatility (ups and downs) than other more conservative Smartfolios. You need to ask yourself…are you comfortable with that.

Includes: Albemarle Corp. (ALB) 10%, Aon Plc. (AON) 10%, Chipotle Mexican Grill (CMG) 10%, HCA Healthcare Inc (HCA) 10%, Gartner, Inc. (IT) 10%, Netflix (NFLX) 10%, Paycom Software Inc (PAYC) 10%, SVB Financial Group (SIVB) 10%, Atlassian Corporation Plc (TEAM) 10%, Tesla, Inc (TSLA) 10%
2022 Return
6 Year Return


The popular SPY+ SmartFolio is designed for solid, long-term performance. It features the top 500 US companies, across eleven sectors and a specific allocation of technology favorite, Apple. In addition to being a strong, stable investment, it’s also the ideal choice for Apple enthusiasts.

Includes: S&P 500 (SPY) 60%, Apple (AAPL) 40%
2022 Return
6-Year Return


SPY I is a collection of notable blue chip stocks that have dropped in value due to the coronavirus decline. These stocks show a reward to risk ratio of 2:1. This SmartFolio is a smart choice for mid-term investors who are focused on a 1-2 year horizon.

Includes: Bank of America (BAC) 16.66%, Carnival (CCL) 16.66%, Plains All American Pipeline LP (PAA) 16.66%, Phillips 66 Partners LP (PSXP) 16.66%, SPDR Series Trust (SPYG) 16.66%, United States Steel Corp. (X) 16.66%
2022 Return
6 Year Return

Red Oil

RED OIL is a well-selected group of oil sector stocks, representing an opportunity to grow near-term wealth. If an investor agrees with the industry sentiment around an oil sector upside, this is a great fit.

Includes: Energy Transfer (ET) 25%, Plains All American Pipeline LP (PAA) 25%, Phillips 66 Partners LP (PSXP) 25%, Exxon Mobil Corp. (XOM) 25%
2022 Return
3 Year Return


6040 splits its allocations between the SPY (SP&500)–the top 500 companies in the US–with a 40% focus on income generating/dividend stocks. A smart choice for investors seeking fixed income returns.

Includes: S&P 500 (SPY) 60%, iShares 20 Plus Year Treasury Bond ETF (TLT) 20%, Exxon Mobil (XOM) 10%, AT&T (T) 5%, AT&T Inc. 5.35% Global Notes Due (TBB) 5%
2022 Return
6-Year Return

S&P 500

SP500 is iFlip’s most popular SmartFolio. It focuses purely on the S&P 500. It’s similar to an index fund in design, but with the added guidance of A.I. This model is solid for investors looking to access gains from a bull market, while protecting against a downside.

Includes: S&P 500 (SPY) 100%
2022 Return


The Aggressive SmartFolio is a perfect mix of S&P 500 stocks with popular technology ‘beta’ type stocks. A consideration for investors who are comfortable with some risk while looking to capitalize on future market advancements.

Includes: S&P 500 (SPY) 50%, Apple (AAPL) 10%, Amazon (AMZN) 10%, Facebook (FB) 10%, Mastercard (MA) 10%, Netflix (NFLX) 10%
2022 Return
6 Year Return


Conservative+ is suited to investors seeking modest gains with consistency under a variety of market conditions. This SmartFolio reduces volatility making it a lower risk path to beating the market over time.

Includes: S&P 500 (SPY) 40%, Apple (AAPL) 10%, Amazon (AMZN) 10%, Halliburton Company (HAL) 10%, AT&T Inc. 5.625% Global Notes Due (TBC) 10%, iShares 20 Plus Year Treasury Bond ETF (TLT) 10%, Exxon Mobil (XOM) 10%
2022 Return
6 Year Return

SP +Beta

SP+Beta consists mainly of S&P 500 stocks–the top 500 performing companies in the US–with a 20% mix of technology industry. Excellent for investors who look to the market for returns with a boost of value from ‘beta’ stocks from the technology sector.

Includes: S&P 500 (SPY) 80%, Apple (AAPL) 10%, Amazon (AMZN) 10%
2022 Return
6 Year Return


FAANG is an acronym for the big five technology companies: Facebook, Apple, Amazon, Netflix and Google. This SmartFolio is designed for investors who are comfortable with higher sector volatility as they seek potentially higher returns.

Includes: Facebook (FB) 20%, Apple (AAPL) 20%, Amazon (AMZN) 20%, Netflix (NFLX), 20%, Alphabet (GOOGL) 20%
2022 Return
3 Year Return


The MOD+ SmartFolio represents a fuse of overall market exposure, recovery stocks, tech stocks, and bitcoin proxy. This blend has both upside potential with a healthy level of downside protection of dividend stocks.

Includes: SPY (33%), GBTC (5%), AAPL (5%), FB (5%), MSFT (5%), TSLA (5%), XOM (10%), BAC (6%), CHEF (4%), T (10%), CCL (4%), PAA (4%), HAL (4%)
2022 Return
6 Year Return

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Doug Adams copy

Doug Adams - COO

Doug Adams has more than 30 years of experience as an executive in the IT industry. He has demonstrated success helping companies grow profitably with high degrees of customer satisfaction. 

He has a passion for developing talent and building high performing teams. Most recently as a Senior VP at FusionStorm, he helped grow the company from $440mm to over $1bb in sales and improve profitability 1500% (15x) over 7 years. Prior to that he was at Oracle for 14 years where he served as a Vice President in their North America Consulting Division. 

He had responsibility for a variety of software and technology practices with a team of over 400 consultants. He has also held leadership positions at IBM and Andersen Consulting (Accenture), and holds a BS degree from Cal Poly, San Luis Obispo in Industrial Engineering.

Ed Sweeney

Ed Sweeny - Board Member

Ed Sweeney is a partner and a founder of RCM Alternatives. Previously, he was a Managing Director of Trading at TD Options, LLC, a subsidiary of TD Securities until 2006. 

He is also a founder of Starboard Specialty Funds, LLC. which is an active fund specializing in private and publicly traded bank equities.
He was also a co-founder of a trading technology firm, Ragnarok Systems, and also worked for O’Connor & Associates and at Swiss Bank Corporation as a director of fixed income trading.
Mr. Sweeney graduated with an M.S. and B.S. in Mechanical Engineering from MIT, has a J.D. from John Marshall Law School and holds a Series 7, 24 and 63 licenses.

Karla Dennis

Karla Dennis - Board Member

As seen in Forbes Magazine, Karla Dennis is an expert tax and business strategist. As an enrolled agent, Karla is licensed to represent taxpayers in all 50 states. She holds a Masters in Taxation and Business Development and is the author of two books, Tax Storm and Against the Odds. 

She has been featured in various media outlets such as, KTLA, Forbes, MSNBC, Yahoo! Finance, and SmartMoney marking her the ultimate tax and business expert.

Thomas Shippee Bio

Thomas Shippee - Consulting Board Member

Thomas P. Shippee is a financial services investor and industry expert. His early years he earned a Bachelor’s degree in Economics at Bates College and an MBA at Pepperdine University.   

For the last 35 years he has served in various positions including CEO of Wells Fargo Financial whereupon he oversaw all US and Canadian consumer and commercial business finance operations from Des Moines, IA.  He currently spends his efforts in the consumer financial services industry counseling and working for small privately held businesses.  

David Bay Bio

David Bay - Consulting Board Member

David is a Kentucky native graduating with a degree in Music Education at University of Kentucky and a Masters degree in Education from Xavier University. His early years were spent excelling as band director leading his group to breaking records, honors and 3 straight years of placing in state wide competitions. 

In 1988 David started a new life of entrepreneurship. Since then his natural ability to lead and passion for growing people has stretched him to employ over a hundred employees and operating several businesses over several industries including real estate, heating oil, farm gas, commercial lubricant, consulting, skilled nursing care, convenience store and restaurant business.  

Marc C

Marc Chesley - Consulting Board Member

Marc Chesley is a software industry pioneer with a passion for growing people and companies. He is a recognized innovator and operational leader. As former CTO at Infusionsoft, Marc helped grow the company from startup to over $100mm in revenue. He has led as CEO and President of many fast-growth software companies. 

Marc was recognized as Arizona CIO of the Year by the Phoenix Business Journal and the Arizona Technology Council.  The Society for Information Management awarded him Arizona IT Leader of the Year. He currently works as the COO at Paradox (fast-growing software firm) managing product teams, engineering teams, business development teams and serving as general counsel.


Kelly Korshak - CTO

Kelly attended Stanford and subsequently the University of Chicago and has a graduate degree in mathematics.  He spent 25+ years on Wall Street, investing over $4 Billion assets for institutional banks and funds including Deutsche Bank, Morgan Stanley, Diamondback Capital, Brevan Howard and Tudor Group. 

His strategy to investing is built around the approach that Artificial Intelligence (A.I.) and machine learning algorithms produce superior risk / reward in the stock market.  This A.I. approach led him to retire from Wall Street with his family in Arizona to start up his own company “Flip Investor”.  

His dream is to empower all individuals to grow their wealth through the power of A.I. SmartFolio technology.

Randy Tate

Randy Tate - CEO

Randy spent his earlier years as a successful collegiate athlete and then self-made entrepreneur.  He grew an athletic apparel company to over $5M+ in revenue, then sold it to a publicly traded sporting conglomerate, Sports Chalet. 

For the last 10+ years he has trained thousands of employees and business owners on how to market effectively, grow sales and build sustainable growth in their companies.

His passion for technology led him to one of the fastest growing software companies called Infusionsoft, which peaked with over 150,000 software users.  As the VP of Business Training for customers, he developed and oversaw the expansion of the Elite Business Education curriculum program.

Since then he has led as the co-founder and CEO of iFlip, SAAS Financial Technology Company.  His passion is to empower all individuals to grow their wealth for the future through the use of AI investing technology.