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Disclosure:

 

Agile Capital actively manages various indexes.  One CANNOT directly invest in any Agile Index but separately managed accounts that attempt to track the holdings of Agile Indexes and maybe through financial institutions.  Index results do not take into account transaction cost, custodial fees or other fees that may occur in a trading account.  Carefully consider the investment objectives, risk factors, and charges and expenses before investing. This and other information can be found by contacting Agile Capital, Inc. or in the detailed investment disclosures.   Read all disclosures carefully.


Investing involves risk, including possible loss of principal. 

 

Investment comparisons are for illustrative purposes only. To better understand the similarities and differences between investments, including investment objectives, risks, fees and expenses, it is important to read the product information.

 

Not All Volatility is Bad

Volatility used correctly in a portfolio can offer a hedge and and edge when time get rough

Agile Volatility Indexes

Agile Volatility Approach is an un-levered quantitative method that is derived from the implied volatility in the market to manage risk. The index can be long or short volatility at any given time.

Agile Volatility Approach is a quantitative method to work off the implied volatility in the market to manage risk. The index uses 2x long and inverse volatility ETFs. Leveraged (2x) Broad Market equity ETFs are used to gauge general market direction and 2x bond ETFs are allocated as a hedging mechanism within the index.

Agile Volatility Approach is a quantitative method to work off the implied volatility in the market to manage risk. The index uses 3x long and inverse volatility ETFs. Leveraged (3x) Broad Market equity ETFs are used to gauge general market direction and 3x bond ETFs are allocated as a hedging mechanism within the index.

Agile Dynamic Volatility Index

Agile Volatility Approach is a quantitative method to work off the implied volatility in the market to manage risk. The index dynamically allocates based on current market factors using a combination of 1x (unleveraged), 3x long and volatility based ETFs such as VXX and UVXY.  Broad Market equity ETFs are used to gauge general market direction and bond ETFs are allocated as a hedging mechanism within the index.  As the overall strength in a respective asset class increases the index will dynamically more from unleveraged to leveraged directional ETFs and hedged with various allocations to bond and volatility ETFs to lower the volatility within the portfolio volatility.

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