SmartFolio Performance
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Conservative
Moderate
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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%
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%
-9.61%
2022 Return
159.00%
6 Year Return
SPY+
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%
Includes: S&P 500 (SPY) 60%, Apple (AAPL) 40%
-8.83%
2022 Return
148.10%
6-Year Return
SPY I
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%
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%
-4.96%
2022 Return
50.06%
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%
Includes: Energy Transfer (ET) 25%, Plains All American Pipeline LP (PAA) 25%, Phillips 66 Partners LP (PSXP) 25%, Exxon Mobil Corp. (XOM) 25%
6.46%
2022 Return
195.52%
3 Year Return
6040
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%
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%
-6.80%
2022 Return
46.59%
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%
Includes: S&P 500 (SPY) 100%
-3.73%
2022 Return
Aggressive
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%
Includes: S&P 500 (SPY) 50%, Apple (AAPL) 10%, Amazon (AMZN) 10%, Facebook (FB) 10%, Mastercard (MA) 10%, Netflix (NFLX) 10%
-2.71%
2022 Return
135.43%
6 Year Return
Conservative+
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%
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%
-1.09%
2022 Return
48.46%
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%
Includes: S&P 500 (SPY) 80%, Apple (AAPL) 10%, Amazon (AMZN) 10%
-5.46%
2022 Return
137.99%
6 Year Return
MAANG
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%
Includes: Facebook (FB) 20%, Apple (AAPL) 20%, Amazon (AMZN) 20%, Netflix (NFLX), 20%, Alphabet (GOOGL) 20%
-5.68%
2022 Return
7.18%
3 Year Return
MOD+
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%)
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%)
-2.82%
2022 Return
69.84%
6 Year Return