The Sera Capital Optimism Index or Optimism Index, as a stand-alone index, was designed as an alternative to a traditional 60/40 or balanced portfolio. As a portfolio complement, it can be tailored to suit most return/risk needs. The Optimism Index, like all indices, is a simple set of trading rules. It combines two ETFs and rebalances them monthly. With zero exposure to equities, the Optimism Index exhibits a lower correlation to traditional benchmarks that exhibit historical correlations in excess of 90%. Visit us at Sera Capital to learn more.
The custom indices published in the “Client Information” section are proprietary to the client. S&P Dow Jones Indices LLC (SPDJI) is not the “Benchmark Administrator” (as defined in the International Organization of Securities Commission Principles for Financial Benchmarks of July 2013 and ESMA/EBA Principles for Benchmark Setting Processes of June 6, 2013) for such indices and SPDJI does not assume any responsibilities of a Benchmark Administrator for such indices.