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The Sera Capital Optimism Index

Ticker:

OPTIMISM

The Sera Capital Optimism Index or Optimism Index, as a stand-alone index, was designed as an alternative to a traditional 60/40 or balanced portfolio.  As a portfolio complement, it can be tailored to suit most return/risk needs.  The Optimism Index, like all indices, is a simple set of trading rules.  It combines two ETFs and rebalances them monthly.  With zero exposure to equities, the Optimism Index exhibits a lower correlation to traditional benchmarks that exhibit historical correlations in excess of 90%.  Visit us at Sera Capital to learn more.

calculated-by-sp

    The custom indices published in the “Client Information” section are proprietary to the client. S&P Dow Jones Indices LLC (SPDJI) is not the “Benchmark Administrator” (as defined in the International Organization of Securities Commission Principles for Financial Benchmarks of July 2013 and ESMA/EBA Principles for Benchmark Setting Processes of June 6, 2013) for such indices and SPDJI does not assume any responsibilities of a Benchmark Administrator for such indices.

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