Asset Management with Focus on Tactical Asset Allocation

 



All In or Out - There is only one way to beat the market




ALL IN or ALL OUT
Contact

- Founder Information & Contact
Investment Concept

- Investment Principles

- Defining Moments

- Stress Indicators

- ETF Universe

- Investment Process
Services

- Services
Performance

- All-In-or-Out Portfolio

- Reports
 
 

ETF Universe
One of the strengths of the “ALL IN or ALL OUT“ concept is to keep the choice of investment products narrow and simple. They have to be liquid, transparent, cost efficient and to cover highly integrated markets (Defining moment "Investment product range”).

ALL IN signal

In case of an “ALL IN” signal, an investor has 100% equity exposure. To be broadly diversified, he can simply buy the iShares MSCI AC World ETF. If an investor wants to make market bets, he has the choice of investing in up to 15 markets and regions through ETFs. The allocation depends on his risk appetite, market preferences and individual risk/return ratios (Investment Process). These products are

Global and Regional Markets

 Investable ETF Ticker
- MSCI AC World Index - iShares MSCI AC World ACWI US
- MSCI World Index - db x-trackers MSCI World XMWO SW
- MSCI Emerging Markets Index - db x-trackers MSCI Emerging Markets XMEM SW
  - ProShares Ultra MSCI EM (200% Leverage) EET US
  - ProShares Short MSCI EM (100% Short) EUM US
- MSCI AC Far East ex Japan Index - iShares MSCI AC Far East ex Japan IFFF SW
- MSCI Eastern Europe 10/40 Index - iShares MSCI Eastern Europe 10/40 IEER SW

Developed Markets

Investable ETF Ticker
- S&P 500 Index - iShares S&P 500 IUSA SW
  - ProShares Ultra S&P 500 (200% Leverage) SSO US
  - ProShares Short S&P 500 (100% Short) SH US
- Dax Index - db x-trackers Dax ETF XDAX SW
 

- ETFX Dax 2x Long Fund (200% Leverage)

 LEVDAX
 

- db x-trackers Short Dax (100% Short)

 XSDX SW
- SMI Index

- iShares ETF SMI

 CSSMI SW
- MSCI Japan Index

- iShares ETF MSCI Japan

 CSJP SW

Asian Markets

Investable ETF Ticker
- MSCI Hong Kong

- Lyxor ETF Hong Kong

 LYHSI.S
- CSI 300 Index

- db x-trackers CSI 300

 XCHA LN
 

- ProShares Ultra China 25 (200% Leverage)

 XPP US
 

- ProShares Short China 25 (100% Short)

 YXI US
- MSCI Korea Index - iShares MSCI Korea IKOR SW
- S&P CNX Nifty Index - db x-trackers S&P CNX Nifty XNIF SW

Latam and Eastern European Markets

 Investable ETF Ticker
- MSCI Brazil - db x-trackers MSCI Brazil XMBR SW
- MSCI Russia - iShares ETF MSCI Russia CSRU SW

ALL OUT signal

In case of an “ALL OUT” signal, an investor has 0% equity exposure but has the choice of investing in various vehicles that reduce market beta significantly. Depending on the investor’s risk appetite, market and currency preferences, these products are cash or

Bonds

 Investable ETF Ticker
- Swiss Government Bonds

- iShares SBI Government 1-3 / 3-7 / 7-15yrs

  
- EMU Government Bonds

- iShares iBoxx EUR Govt 1-3 / 3-7 / 7-10yrs

  
- US Government Bonds

- iShares iBoxx USD Govt 1-3 / 3-7 / 7-10yrs

  
- Corporate Bonds

- iShares Markit iBoxx Euro Corporate Bond

 IBCX SW
  - iShares Markit iBoxx USD Corporate Bond LQDE SW
- High Yield Bonds

- iShare Global High Yield

 HYLA LN
 

- iShares USD High Yield (USA)

 IHYA LN
 

- iShares EUR High Yield (Europe)

 HIGH LN
 

- iShares VanEck Emerging Market High Yield

HYEM LN
 

- iShares USD Asia High Yield

AHYGUSD

Credit Spreads

Investable ETF Ticker
- Subinvestment Grade - db x-trackers iTraxx Crossover 5yr Long XTXC GR
  - db x-trackers iTraxx Crossover 5yr Short XTC5 GR

Volatility

 Investable ETF Ticker
- Volatility on S&P 500 - iPath S&P500 VIX Short-Term Futures VXX US
  - iPath S&P500 VIX Mid-Term Futures VXZ US
Commodities Investable ETF Ticker
- Physical backed gold - ZKB Gold ETF USD Class ZGLDUS SW
  - ZKB Gold ETF CHF Hedged Class ZGLDHC SW
  - Commodities - WisdomTree Enhanced Commodity ETF WCOA LN
    - WisdomTree Industrial Metals ETF AIGI LN
    - WisdomTree Agriculture ETF AIGA LN