An innovative approach to balanced investing
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.
Each month the Index is rebalanced back to 60/40 weights.
3. Volatility Control
Index volatility is managed at 10% using custom volatility control strategies, which shift a percentage of assets into cash as required, capping leverage at 150%.