FIRS is an actively managed fund-of-funds that seeks long-term capital appreciation through a narrow portfolio of underlying ETFs, each representing a distinct economic regime: Prosperity (equity ETFs), Recession (low-volatility, long/short, alternative ETFs), Inflation (commodity, real estate ETFs), and Deflation (fixed income ETFs). This aligns with the early retirement goals of the FIRE movement, particularly the wealth accumulation phase, which focuses on disciplined wealth building, reducing expenses, increasing income, and maximizing contributions to retirement accounts. To construct the portfolio, the fund adviser utilizes asset class benchmarks, qualitative and quantitative evaluation processes, as well as an optimization process focused on fundamental factors. The final portfolio consists of 10 to 25 underlying ETFs, with each regime comprising 25% of the fund.
公司网站 :
https://fire-etfs.com/firs/
总经理:-
建立时间:2024
公司总部:Tidal ETF Trust FIRE Funds Wealth Builder ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds