After seven years of research, modeling the behavior of the US equity market, we believe that we have designed a sensible framework to properly assess the reward-to-risk trade-off for the S&P 500 over the short to medium term. 


  A combination of proprietary models that describe the key factors and inter-relationships impacting future equity market returns. 
√  Tested on over 50 years of historical data across multiple economic cycles.
  Provides unique insight into the market return/risk profile. 




Addressing the challenge of low and volatile returns for S&P 500 index funds

  Current 10-year total return expectations for an S&P 500 index fund are around 1% per year.

√  Typical drawdowns over a full-cycle average 20% from the peak.


The XIALPHA Tactical S&P 500 Solution

 Our XiAlpha Tactical S&P 500 Solution is a systematic strategy focused on navigating market cycles to achieve higher and more stable returns with lower drawdowns than passive S&P 500 index funds over the full market cycle. The strategy adjusts exposure to the S&P 500 to match the reward/risk profile observed in our framework, and has the flexibility to be short 100% the market up to leveraged long 200%. 

√  The goal of the XiAlpha Tactical S&P 500 Solution is to deliver positive returns over any rolling 12-month period, and a return 5%-6% greater than the S&P 500 benchmark over the full market cycle, with lower relative volatility and smaller drawdowns. 

For more details visit our XiAlpha Tactical S&P 500 Solution page, view the product Factsheet here, or scroll down to request our Current Allocation or schedule a Presentation.

Get our most recent S&P 500 allocation - it's FREE

Please tell us what percentage of your equity portfolio is invested in S&P 500 index funds or ETF's and we'll send you our most recent allocation report instantly.

Schedule a presentation 

Our 30-minute presentation is packed with insights about what to expect from your equity portfolio over the long term, how to think about an active versus a passive approach to investing, and lots more, and includes a 10-minute overview of our XiAlpha Tactical S&P 500 Solution. Schedule an in-person presentation or watch our video recording in your own time.


This is probably the single most effective indicator for understanding the health of the economy and the likely direction of FOMC rate decisions. Learn how we derive this indicator - [read article] or [watch video].


health of economy
Click on image to open interactive version on FRED



Get our 10-year total return spreadsheet to generate your own return estimates - it's FREE



Open a Separately Managed Account

Visibility into your account at all times

Minimum account size - $25,000

You may open an account for our XiAlpha Tactical S&P 500 Solution online in a few easy steps.


  1. Complete our online Advisor Agreement
  2. We'll e-mail you an application to open an account with our custodian, Interactive Brokers
  3. Open and fund your account
  4. You're all set! We do the rest
  5. Log on any time to see how your portfolio is doing
IMPORTANT DISCLOSURE: Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations.  Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including UAB FMI Orion Securities.  Interactive Brokers provides execution and clearing services to customers.  None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.  For more information regarding Interactive Brokers, please visit”