Caltropia Research

S&P 500 Dip/Rip

US Equity based fund that's goal is to acheive better risk/reward than the S&P 500 over full investment cycles, by dynamically buying dips and selling rips

Fund Facts

From 05/11 to Current on Daily Data. Rebalanced Daily

8.79%

An Return

11.92%

Volatility

-13.98%

Drawdown

0.88

Sharpe

Benchmark Facts

7.86%

An Return

17.36%

Volatility

-34.10%

Drawdown

0.58

Sharpe

Current Allocation

SPY or ES

S&P 500 Dip/Rip Strategy

Growth of $1,000 Investment

Historical Performance

Caltropia

Annual Returns

Historical Allocation

Caltropia

Monthly Returns

How to Trade

Long Only

Postion

Daily

Trade Freq

1x

Leverage

SPY/Futures

Asset Type

3:50 PM

Rebalance

Investment Approach

Our signal driven S&P 500 daily exposure strategy systematically aggregates independent models and meta momentum analyses to buy the dip and sell the rip capturing rebounds and locking in gains as markets swing. By continuously adapting allocations to evolving regimes, we deliver dynamic, risk managed exposure that seeks to optimize returns in any environment.

Why Invest In Caltropia's S&P Daily Aggressive

1. Outperform Buy & Hold

Seeks to provide systematic exposure to the S&P 500 through a disciplined, multi-signal investment approach. The goal, outperform over investment cycles with less risk, by buying dips and selling rips

2. Diversity of Model

Relying on a single model or fundamental outlook can expose you to unnecessary risk. At Caltropia Research, our approach is different. Every model is built to incorporate multiple signals and perspectives.

3. Diversity of Time Frame

To avoid overexposure to any single trend or time frame, true diversification requires spreading risk across multiple time horizons and signals.

4. Systemically Applied

Buying dips and selling rips when you don't want to. Discipline is essential to successful investing. That’s why having robust models designed to perform across a wide range of market conditions can be a powerful advantage in maximizing risk adjusted returns.