How it works

An innovative approach to balanced investing

1. Construct

The Index is comprised of specific BlackRock ETFs to obtain distinct market exposure:

  • BlackRock iShares Core S&P 500 ETF (IVV)
  • BlackRock iShares 20+ Year Treasury Bond ETF (TLT)

The Index portfolio is constructed using the 60/40 allocation to IVV and TLT respectively.

2. Rebalance

Each month the Index is rebalanced back to 60/40 weights.

3. Volatility Control

Index volatility is managed at 5% using custom volatility control strategies, which shift a percentage of assets into cash as required, capping leverage at 150%.