A quant-automated fund that seeks to be leverage-invested in the S&P in upturns or bonds in downturns.
Performance
1-year
78.75%
5 years
N/A
10 years
N/A
Inception
49.17%
Risk Score
4.24/5
RoundlyX Global Arms Race and Conflict Fund
Quantbase Crisis Flagship
This strategy detects bear markets based on debt signals, then invests into a portfolio of stocks that empirically do well in crises - with a goal to profit from, not just weather, a bear market over 24 months. When not in crisis, invests in the S&P.
Performance
1-year
23.88%
5 years
N/A
10 years
N/A
Inception
45.55%
Risk Score
3.95/5
RoundlyX Global Arms Race and Conflict Fund
Quantbase Social Media Flagship
Invests in a diversified 50-stock portfolio built on social media sentiment and engagement across Twitter, Reddit, and Wikipedia.
Performance
1-year
-1.14%
5 years
N/A
10 years
N/A
Inception
-32.59%
Risk Score
3.64/5
RoundlyX Global Arms Race and Conflict Fund
RoundlyX Global Arms Race and Conflict Fund
Partner fund
An annually-rebalancing strategy consisting of US defense, energy, and commodity securities.
Performance
1-year
20.73%
5 years
N/A
10 years
N/A
Inception
33.18%
Risk Score
3.35/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Dan Meuser Tracker
Partner fund
This strategy attempts to mirror the portfolio of common stocks for Representative Dan Meuser (and his family) and is rebalanced when new trades or annual reports are reported.
Performance
1-year
N/A
5 years
N/A
10 years
N/A
Inception
54.66%
Risk Score
3.27/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Congress Buys
Partner fund
Automatically invests in the 10 most purchased stocks by members of Congress and their families.
Performance
1-year
28.02%
5 years
N/A
10 years
N/A
Inception
47.40%
Risk Score
3.07/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Josh Gottheimer Tracker
Partner fund
This strategy attempts to mirror the portfolio of common stocks for Representative Josh Gottheimer (and his family) and is rebalanced when new trades or annual reports are reported.
Performance
1-year
N/A
5 years
N/A
10 years
N/A
Inception
4.58%
Risk Score
2.77/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Lobbying Spending Growth
Partner fund
This strategy takes an equal-weighted position in 10 publicly-traded companies that disclosed the most Quarter over Quarter growth in U.S. federal lobbying expenditures
Performance
1-year
5.77%
5 years
N/A
10 years
N/A
Inception
14.60%
Risk Score
3.52/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Nancy Pelosi Tracker
Partner fund
This strategy attempts to mirror the portfolio of common stocks for Representative Nancy Pelosi (and her family) and is rebalanced when new trades or annual reports are reported.
Performance
1-year
N/A
5 years
N/A
10 years
N/A
Inception
23.65%
Risk Score
2.82/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Top Gov't Contractors
Partner fund
Invests in the companies that receive the most government contract income.
Performance
1-year
15.57%
5 years
N/A
10 years
N/A
Inception
12.69%
Risk Score
3.06/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Top Lobbying Spenders
Partner fund
This strategy takes an equal-weighted position in 10 publicly-traded companies that have reported the most lobbying spending over the last quarter.
Performance
1-year
18.84%
5 years
N/A
10 years
N/A
Inception
36.96%
Risk Score
2.9/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Insider Purchases
Partner fund
This strategy uses a proprietary model to score purchases made by Insiders within companies based on factors related to the trade, the insider, and the company. Scores are then rolled up to a company level based on a decaying trailing window, where the top 10 companies are equally weighted at the start of every week.
Performance
1-year
N/A
5 years
N/A
10 years
N/A
Inception
0.00%
Risk Score
0/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Michael Burry Tracker
Partner fund
This strategy attempts to mirror the portfolio of Michael Burry's Scion Asset Management using 13F filings and is rebalanced when new filings are reported.
Performance
1-year
N/A
5 years
N/A
10 years
N/A
Inception
0.00%
Risk Score
2.05/5
RoundlyX Global Arms Race and Conflict Fund
Quiver DC Insider
Partner fund
This strategy tracks the performance of companies with a significant amount of both corporate lobbying, government contracts, and congressional stock trading. The portfolio is rebalanced at the start of every month, and weighted to match S&P 500 sector allocation.
Performance
1-year
N/A
5 years
N/A
10 years
N/A
Inception
0.00%
Risk Score
0/5
RoundlyX Global Arms Race and Conflict Fund
Dividend Growth Strategy
Partner fund
A dividend-oriented strategy inspired by the investing philosophy of investor Austin Hankwitz. This fund invests in the top 24 stocks ranked on the highest dividend yield and aggressive dividend yield growth rate over the last 5 years.
Performance
1-year
13.81%
5 years
N/A
10 years
N/A
Inception
18.56%
Risk Score
2.69/5
RoundlyX Global Arms Race and Conflict Fund
Leveraged NASDAQ and Bonds
Fee free
A simple portfolio (non-quantitative) that offers exposure to into the Nasdaq (leveraged 3x) and bonds (2x leverage)
Performance
1-year
14.23%
5 years
N/A
10 years
N/A
Inception
45.74%
Risk Score
3.42/5
RoundlyX Global Arms Race and Conflict Fund
Bogleheads Three Fund Portfolio
Fee free
A simple portfolio (non-quantitative) that offers our take on the Bogleheads three-fund model.
Performance
1-year
18.17%
5 years
N/A
10 years
N/A
Inception
29.16%
Risk Score
2.64/5
RoundlyX Global Arms Race and Conflict Fund
Leveraged S&P and Bonds
Fee free
A simple portfolio (non-quantitative) that offers exposure to into the S&P (leveraged 3x) and bonds (2x leverage)
Performance
1-year
21.35%
5 years
N/A
10 years
N/A
Inception
32.94%
Risk Score
3.22/5
RoundlyX Global Arms Race and Conflict Fund
Ray Dalio's "All Weather Portfolio"
Fee free
A classic fund built to weather all markets, splitting the fund’s risk exposure between 4 types of economic environments
Performance
1-year
9.60%
5 years
N/A
10 years
N/A
Inception
14.99%
Risk Score
2.07/5
RoundlyX Global Arms Race and Conflict Fund
Leveraged All Weather Portfolio
Fee free
A fund built to weather all markets, splitting the fund’s risk exposure between 4 types of economic environments, but using leveraged instruments to amplify risk/return.
Performance
1-year
21.51%
5 years
N/A
10 years
N/A
Inception
23.84%
Risk Score
3.84/5
RoundlyX Global Arms Race and Conflict Fund
Depressed Blue Chips
During times of crisis, buy into blue chip stocks (within the S&P) that have a strong chance of rebounding stronger than the S&P as a whole. The blue chip stocks are based on value and sentiment factors.
Performance
1-year
27.84%
5 years
N/A
10 years
N/A
Inception
39.93%
Risk Score
2.73/5
RoundlyX Global Arms Race and Conflict Fund
Nancy Pelosi Tracker
A fund that follows Rep. Pelosi's publicly visible equity exposure. Automatically rebalanced as her public accounts change.