Strategies

PentaStrategies

All PentaStrategies implement portfolios of diversified, low-correlated asset classes such as equities, bonds, gold, real estate or crypto currencies based on a risk-adjusted selection of highly liquid and publicly traded stocks, ETFs or ETNs.

We license rebalancing data for our core strategies to asset managers, family offices or private banks and are also open to develop custom strategies based on your individual investment universe and risk profile. Contact us today so we can discuss your specific needs!

If you are ready to join the Penta Revolution there are currently three core strategies depending on your risk profile:

  • Penta Universal seeks to implement a well balanced strategy with low volatility and steady growth. It does this by monthly rebalancing a risk-adjusted selection of diversified low correlated ETFs based on their recent risk/return ratio.
  • Penta Progressive seeks to implement a progressive strategy optimizing risk-adjusted returns. It does this by monthly rebalancing a risk-adjusted selection of highly liquid ETFs as well as the top Nasdaq stocks based on their recent risk/return ratio.
  • Penta Cryptomax has a strong focus on crypto currencies and is seeking to maximize risk-adjusted returns while attempting to limit volatility adding other low correlated asset classes. It does this by weekly rebalancing a risk-adjusted selection of highly liquid ETFs/ETNs based on their recent risk/return ratio.
  • AMC Funds and Public Track-Record: Our partner Peersuna, a regulated Swiss asset manager, has launched three public AMC funds based on our strategies in early 2021. These funds can be bought or sold daily by every qualified investors just like stocks or ETFs at any Swiss bank and without any minimum amounts. And of course you can also follow our daily  public track record for any of the three funds.

Our core PentaStrategies for different risk profiles

Universal

Solid Growth
Key Targets
  • Return >15% / year
  • Volatility <10%
  • Sharpe Ratio >1.75
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Well balanced strategy with low volatility and steady growth

Progressive

Progressive Growth
Key Targets
  • Return >25% / year
  • Volatility <35%
  • Sharpe Ratio >1.75
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Progressive strategy to optimize longer term returns

Cryptomax

Maximum Growth
Key Targets
  • Return >50% / year
  • Volatility <50%
  • Sharpe Ratio >1.75
Learn more
Maximum yield strategy with a focus on crypto currencies

Disclaimer: PentaStrategies are no investment advice. They are intended for educational purposes only and may not be appropriate for your specific situation. Performance results are based on backtests 2011-2021, which has certain inherent limitations as it does not account for slippage, fees or taxes.  Past performance is no guarantee of future results. You are strongly encouraged to consult a professional financial advisor before making any decision to start an investment.