PRTORCN Pareto Strategic Allocation ETF

Grow my money DiversifierRanked #251 of 255 in this goal

Seeks long-term capital appreciation.

Annual Cost

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#5,606 of 5,606 · expensive

Fund Size

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#5,606 of 5,606 · small

Return (1Y)Goal

+33.6%

Track Record

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#5,606 of 5,606 · young

Performance

Total-return NAV · USD

Growth of $10,000

$8,687-13.1%

Total-return NAV, USD. Net of fund fees, before tax.

How Beacon categorizes this fund

Asset class

Region

Strategy

Active selection

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

102.0%High

Year-on-year price swings

Max drawdown

-97.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.43Below average

Sortino (3Y)

0.59Moderate downside risk

Objective: Seeks long-term capital appreciation.
Strategy: Actively manages a dynamic allocation across multiple asset classes based on systematic trend-following and momentum-driven signals. Allocates approximately 70% to equities, including U.S. and international stocks, and adjusts based on market conditions. Also invests in gold, bitcoin, commodities, and U.S. investment grade corporate bonds. May engage in covered call options strategies and managed futures for additional exposure. Rebalances portfolio as dictated by the model, at least annually.