SmartFolio Performance

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Conservative

Moderate

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4Q Rotate

(ALLOCATIONS ALWAYS CHANGING BY QUARTER) 4Q Rotate features a group of stocks that change quarterly, based on it’s A.I. ‘s analysis of performance trajectories. This is a dynamic SmartFolio, for investors who can handle more risk in order to increase their returns over time.

Includes: S&P 500 (SPY) 30%, Apple (AAPL) 25%, Microsoft (MSFT) 25%, AT&T (T) 20%
40.84%
2020 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%
53.91%
2020 Return
219.64%
5-Year Return
536.61%
10-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%
59.78%
Last Year

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%
67.08%
Last Year

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%
24.56%
2020 Return
74.95%
5-Year Return
140.88%
10-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%
42.66%
2020 Return
142.11%
5-Year Return
264.02%
10-Year 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%
42.34%
2020 Return
209.87%
5-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%
38.81%
2020 Return
128.59%
5-Year Return
285.7%
10-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%
46.61%
2020 Return
183.33%
5-Year Return
385.53%
10-Year Return

FAANG

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%
54.5%
2020 Return
292.95%
5-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%)
66.74%
2020 Return
209.03%
5-Year Return
415.28%
10-Year Return

All Market

The ALL Market SmartFolio uses three different A.I.s to manage three major Market ETFs for an all-market growth strategy. A good entry investment for smaller accounts and individuals focused more on preservation than performance.

Includes: SPY (33%), IWM (33%), QQQ (33%)
46%
2020 Return
138.6%
5-Year Return
230.82%
10-Year Return

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Zero-dollar ($0) commissions are available for self-directed Individual cash or margin brokerage accounts that trade U.S. listed securities via mobile devices and via web interface. To obtain the commission and fee schedule, please see our website at www.iflipinvest.com. Note that certain Flip Investor Inc. Product features listed are currently in development and will be available in the near future. System execution price, speed, response time, liquidity, market information, and account access times are affected by many factors, including market volatility, size and type of order, market conditions, system performance, and other factors. Some of the information provided show hypothetical results which may or may not represent live performance. All investments involve risk and the past performance of a security, or financial product does not guarantee future results or returns.  Keep in mind that while diversification and the use of algorithms may help manage risk it does not assure a profit, or protect completely against losses, in a down market. There is always the potential of losing money when you invest in securities, or other financial products.  Investors should consider their investment objectives and risks carefully prior to investing.

Past performance is not indicative of future performance. iFlip data results assembled using various Flip algorithms applied to the equities listed on this webpage (if any). Results compiled for each equity and each algorithm assume a 10,000 initial investment beginning on Jan 1st 2005. All iFlip price assumptions are based on the opening price of each day as found in Yahoo finance. Yearly NAV data points compiled by compounding annual returns using standard year over year accounting. S&P500 results are derived using the SPY as a proxy. The data on this webpage is not intended as a solicitation. Always seek professional advice for suitability.