Optionize Benchmark
Last 3 months
1 Year
Since Inception


The Cashless Allocation Benchmark is a pure ETF based Portfolio with the same sector/country/fund allocation as the Optionize Portfolio.
The cumulative value added is calculated by subtracting the cumulative benchmark return from the cumulative portfolio return.
Returns and chart are shown as of: 2024-06-30

Investing Approach

Most funds try to minimize volatility by sacrificing on long term returns. Our approach is different. We seek to expose ourselves to harmless volatility and capture the risk premium that exists because everyone is running the other way. At the same time we cap the downside and therefore protect ourselves against permanent loss of capital.

Learn more about our approach...

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