“A data-driven investment strategy designed to manage macro risks”
Hybrid Invest (“HI”) is an ETF-based investment approach that uses quantitative models to allocate assets across a selected range of US ETFs. The portfolio is dynamically allocated and rebalanced MONTHLY.
It offers investors a disciplined, responsive approach to outperforming the S&P 500 by focusing only on US market primary ETFs.
For more information, please email us.
Key Advantages
- Quantitative model driven by external capital markets data
- High-volume, widely traded ETFs
- Low management and operational costs
- Differentiated offering in the financial products market
HI VS SPY
Dividends excluded. Annual yield since Jan-2010: HI 2.1%, SPY 1.8%
Availability range: Jan. 1, 2010 – Mar. 31, 2025
Disclaimer: The data and insights presented here are for informational purposes only and do not constitute investment advice, an offer, or a recommendation to buy or sell any securities. They do not take into account individual financial circumstances. The information is based on publicly available sources believed to be reliable, but accuracy and completeness are not guaranteed. “Wendy Strategy” or “Hybrid Invest” is not a registered investment advisor. Please consult a qualified professional before making any investment decisions. All investments carry risk, including the loss of principal. Past performance is not indicative of future results.