A Q1 2025 tactical ETF Portfolio, on four themes: Technology & AI Leadership (30% exposure), Cryptocurrency Ecosystem (15% exposure), Quality Factor (35% exposure), and Strategic Regional Opportunities (12% net exposure).
Investment approach includes sophisticated risk management framework with position-level controls, crypto-specific risk management, stop-loss strategy, and a three-phase implementation process designed to balance risk and capitalize on emerging market trends.
Targets 130% Gross, net long exposure of 45%, information ratio above 0.85, 12% maximum drawdown, seeks risk-adjusted return of +15%, ETF positions in AI, Crypto, Cash Flow, and regional hedges.
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
Unlock research summaries
Follow top, independent analysts
Receive personalised alerts
Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.