Overview

The Vanilla Funds Blue Chip Portfolio looks to invest in US listed stocks and is actively managed, selecting from sectors that offer the most promising long-term performance.

The weightings and selections of the stocks will be determined on an ongoing basis, using a range of technical and fundamental metrics.

Investment Philosophy

The general approach to investing is based on the idea of offering portfolios built using ETFs, aiming to ensure a well-diversified portfolio. The size of each investment in the portfolio is determined using a macro-economic forecasting model.

Our asset allocation adapts to changes in the markets aiming to protect capital in a falling market while looking to identify the best investment opportunities in a timely manner. In practice, unnecessary trading costs are avoided by re-balancing infrequently.

Investment Strategy

The ETFs are selected using Algo-Chain’s AI & Machine Learning assisted platform. This framework carefully analyses a wide universe of ETFs and identifies the best investment opportunities based on market conditions.

By systematically screening extensive market, macro- economic and ETF data sets from around the world, this enables us, along with human overlay, to determine economic cycles and risk appetite in the markets and to assess the probability of future gains or losses.