Our Edge

The XiAlpha Framework

 A proprietary quantitative framework that models how the US equity market behaves.

The framework provides insight into the factors and relationships driving future returns to the equity index.

It enables the design of superior evidence-based and rules-based tactical solutions.


The XiAlpha Framework provides a coherent explanation of the key factors and inter-relationships that contribute to future equity market returns. 

 Our edge lies in the proprietary models for measuring each of these factors.

Strategies using this framework demonstrate significantly enhanced risk-adjusted returns over respective benchmarks. 

Tested on over 50 years of historical data across multiple economic cycles.


sp500 XiAlpha Tactical Allocation Framework

What does the XiAlpha framework tell us?

 The return/risk profile under different market conditions.

 The appropriate exposure to the market based on the return/risk profile. 

Identifying when Smart Beta factor tilts - Size, Quality, Value, and Momentum - are attractive.


The XIALPHA Tactical S&P 500 Solution

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

Current long-term return expectations for an S&P 500 index fund are around 5% per year - half its historical average.

Passive S&P 500 index fund investors experience peak-to-trough drawdowns averaging around 20% per year - creating uncertainty about the sufficiency of your retirement portfolio.


alternative S&P 500 Market timing Factsheet


  • 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 a return over the full market cycle 5%-6% greater than the S&P 500 benchmark with lower relative volatility and smaller drawdowns. 


Tactical market timing alternative S&P 500 Strategy

Additional Resources

 For more in depth 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.

Access Xialpha Via Subscription

For investors who want to:

√ Track our model using their existing brokerage account or just test drive our research.

√ Utilize the output in a different manner to us - for example swing traders, stock pickers or hedge funds who can benefit from our insight into the likely direction of the market.

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. For all other solutions please consult with us by phone.


  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 www.interactivebrokers.com.” 

Schedule a presentation

Facts about investing
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 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.