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Index Daily Highest Values

Daily Highest Index

How do Long/Cash ETFs potentially mitigate downside risk?

Long cash table

  • Track indexes that follow a rules-based strategy that adjusts allocations between stocks and cash (see chart)
  • Unemotional, systemic and potentially tax efficient process to reduce equity exposure and reinvest as prices decline
  • Allocations are based on month-end index values relative to each index's  all-time high closing value; Reallocations are made at the close of the first trading day of the next month
  • ETFs reinvest into equities based on index drawdown levels OR when month-end index values close above initial reallocation levels, relative to each index's all-time high closing value.