SDMF
Simplify DBi CTA Managed Futures Index ETF
stockNYSEETF

In another post I explained why I think OP’s product is horrible Basically everyone sucks at forecasting market changes consistently and reliably. The extreme few who have returns statistically distinguishable from luck (i.e. Medallion) usually closed their funds a while ago. Great strats don’t scale that well. Many Hedge Funds are supposed to do that. In practice, they’re more effective at draining one’s wallet. Pantarai is an untested unknown AI reliant kind of hedge fund… You have a few options: FACTORS: Dimensional and Avantis Factor Funds: They’re super loved here. They have issues though. Backtests may have been data mined to an extent, they usually make a lot of their returns from uninvestable products (such as microcaps), they usually don’t model transaction costs properly In the real world, there’s post publication decay, more TER expenses, often more transaction costs from high turnover (even though marketing pinky promises they will be careful) and often higher vol drag (a mathematical drag) So they start behind and the science is feeble (compared to 400+ years, dozens of countries and regimes that indicate that equities very often beat bonds, real estate and gold in long time horizons). How much alpha remains for the future after all that? I dunno. Out of sample returns are basically one regime. IMO it means almost nothing statistically The main issue for you, however, is that factor returns aren’t that different. If things go really bad, they drop too. They’re equities after all. If you’re worried about floods killing you in your motorcycle, don’t buy a slightly different motorcycle. BONDS: I guess you know all about that. They tend to hold well when stocks drop a lot, but not always (that failed in 2022, as you mentioned). They also tend to drag your returns if your horizon is long enough, assuming history rhymes with the long run past. TREND: Trend has most of the same issues as the factors. But the advantage might be a little different. Trend’s mechanism hopes to go up when equities go down. There were very few tests on crisis out of sample, but at least it has some research going for it (maybe as strong as factors for long term returns) and tries to do something different. Will it protect your equities when they go down? I dunno. They might do well in crashes and suck at whipsaw markets; that’s how they’re meant to be. There is post publication decay, extra costs and all that. But at least it makes more theoretical sense as a counterbalance to equities. I think 1 year returns are bogus for statistical reasons. Still, since you mentioned it, you might like to know trend did very well in 2022. DBMF went up 20% +, CTA went up almost 10%…. SDMF is new and “cheap” at 0.35% a year…. might be what you’re looking for For a really long time horizon (30 yrs plus), I would probably go all-in on equities. But the options above have more merit than most. IMO, they all tend to run risk-adjusted laps around the fund in your first post