Whether it is your strategies, Gravity strategies or brand new ideas, with Gsphere you can create and implement sophisticated, researched, optimized and rigorously back-tested strategies that are available inside a managed account, diversification overlay or inside your own digital advice platform.

Gravity Core Strategies

ETF

Funda

Global

diversification

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Gravity Satellite Strategies

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ALT income

Core Portfolio ListsDescriptionsInvestment CountTime Horizon
Defensive CoreA defensive core is comprised of stocks, mutual funds and ETF’s with a principal focus on capital preservation~15Intermediate to Long
Core IncomeA selection of ETF and mutual fund investments providing current yield. Tactically shifted about duration risk and stock bond blend within defined boundaries~15Intermediate to Long
Equity IncomeEquity producing income securities proving a smart blend of protection, opportunity and yield~40Intermediate to long
Flex Global Balance (Tactical)An unconstrained sector, industry, and country oriented model incorporating diverse market segments around the globe, mostly ETF’s based but may contain other security types~40Intermediate
Global Balance (Strategic)Asset class opportunities covering the spectrum of diversification potential with long term strategic horizons~40 – 60Short to Intermediate
Core GrowthUS stocks representing companies worth owning for the long haul, integrates macro-economic positioning with bottom up security analysis.~30 – 40Intermediate to Long
Global Quant EquityInternational Equity ETF based on country level macro scoring system merged with fund specific valuations~20 – 60Intermediate
FundaQuant U.S. EquitiesA fundamental, structural screening and scoring system applied to ~ 5000 U.S. list stocks that adjusts each data point to an expected return adjustment factor20 Min., rec. 50 – 200Intermediate

 

Satellite/Overlay ListsDescriptionsCandidate CountTime Horizon
Tactical AlphaGravity’s internal tactical plays, typically ETF’s, including commodities, currencies, yield curve and volatility ideas~7Short to Intermediate
Equity IncomeEquity producing income securities proving a smart blend of protection, opportunity and yield~40Intermediate to long
Select EquityOur 10 favorite story stocks10Short to Intermediate
Crisis OverlayA diversified model capable of producing positive returns in a negative equity environment~10Short to Intermediate

Investment Strategies