Sera Capital Management

Financial Tales

Managed by Sera Capital Management
Global tactical strategyUndervalued assets

Sera Capital Management’s Financial Tales Portfolio is designed for investors, not speculators. This global tactical strategy invests in a mix of Exchange-Traded Products (ETPs), and seeks to potentially outperform inflation by 5% a year over multiple market cycles. We attempt to achieve that goal while taking on about half the risk of the S&P 500.

Portfolio risk score
Strategy ETFs / Funds
Management fee 1.00%
Min investment $10,000
Performance
Commentary

Performance

Last 30 days -3.8%
Last 90 days -2.2%
Last 365 days -6.3%
Since inception (annualized) 3.6%
2022 (YTD) -11.8%
2021 14.4%
2020 7.5%
2019 14.6%
2018 -7.2%
2017 8.4%
2016 3.7%
2015 -0.7%
2014 3.5%

Risk metrics (last 365 days)

Volatility 8.8%
Sharpe ratio -1.10
Sortino ratio -1.52
Maximum drawdown -12.7%
Value-at-risk (95%, 1 week) -2.0%

Portfolio updates

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Portfolio information

Research

Our research uses overlapping neural networks and technical analysis to help us identify emerging asset classes, and ones that we believe have the strongest risk-adjusted return potential. Our neural networks also help us in our attempts to contain the risk of large losses.

Approach

We apply a disciplined, rule-based trading methodology to our global investment strategy. We attempt to keep the portfolio invested in what our research suggests are undervalued asset classes while maintaining diversification. We invest in both liquid Exchange Traded Funds (ETFs) and Exchange Traded Notes (ETNs) and utilize technical signals including long-term moving averages and measures of momentum.

Sell discipline

We typically look at asset class investments in pairs. A buy signal typically triggers a corresponding sell of another asset class. When an asset class becomes a sell without a corresponding buy, we go to cash. At our discretion, we also will sell asset classes that have performed above and beyond our expectations.

Exceptions

None.

Sera Capital Management

About Sera Capital Management

Sera Capital Management is a father-and-son investing team.

We focus on strategies that try to mitigate the risk of significant losses without compromising reward.

Disclosures

Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.

This portfolio was launched on Interactive Advisors on July 15, 2013, when clients were able to start investing in it. All performance information on this page is actual performance of the Portfolio Manager’s account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ. All Portfolio Manager information including personal data, profiles, and strategies has been provided by the Portfolio Manager. Interactive Advisors makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Interactive Advisors.

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