Why buy the Alpha Dog ETF?

March 22, 2022

Did you know that there has been a seismic shift in asset allocation that can’t be ignored?

The bond market has been in a secular Bull market since 1982, interest rates have been coming down and bond values have been rising for 40 years and this has made bonds a safe and secure part of every portfolio for decades. Keeping portfolios safe has been easy, just add more bonds. Most people don’t know that the interest rate cycle is a multi-decade cycle. The most popular asset allocation model used by financial advisors and retirement plan participants is the 60/40 allocation.

What should investors do if the so call safe part of your portfolio, is no longer safe?

You’re probably wondering what the bond market history and multi decade cycles have to do with the Alpha Dog ETF.

Financial Advisors and individual investors are now dealing with this generational paradigm shift. How do you reduce volatility if the safe part of your portfolio is no longer safe?

My name is Eduard Hamamjian and I’m the Chief Investment officer of the Alpha Dog ETF, and the principal of GeaSphere LLC, a SEC registered investment advisors’ firm. I have been managing model portfolios in SMA accounts for the past 30 years.

We launched the Alpha Dog ETF to solve the new paradigm shift, of how to reduce risk in client portfolios without using bonds.

The Alpha Dog seeks to buy the leading stocks of leading sectors with a new economy bias for core holdings and a 36-month price target. We will hold any security for as long as they are leaders. The ETF typically holds 40 stocks.

The Alpha Dog has an options overlay strategy in which we sell covered calls against our positions every month. This means we take in premium whether the stock goes down up or stays the same. Our projected premiums from this part of the strategy are .75 to 2% per month regardless of if the stocks go up down or stay the same in the month.

When stocks are rising or going sideways our premiums will enhance total returns, and when stocks are falling, we use the premiums to hedge our portfolios to reduce downside volatility and provide a diversifier to reduce risk.

We believe the Alpha Dog can be used as a standalone for the growth part of every portfolio or part of a larger portfolio allocation. We hope you will give us a try.

Thank you for listening.

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Investing involves risk including possible loss of principal. Since it purchases equity securities, the Fund is subject to the risk that stock prices will fall over short or extended periods of time.

Investment Strategy Risk. The Fund’s investments in securities that the Adviser believes will perform well in a certain macroeconomic environment may not perform as expected. In addition, the Fund’s investment approach may be out of favor at times, causing it to underperform other portfolios that have a similar investment objective.

Disruptive Innovation Risk. Companies that the Adviser believes are capitalizing on disruptive

innovation and developing technologies to displace older technologies or create new markets may not in fact do so. Companies that initially develop a novel technology may not be able to capitalize on the technology. Companies that develop disruptive technologies may face political or legal attacks from competitors, industry groups or local and national governments.

Derivatives Risk. The Fund may use derivative instruments such as options. There is no guarantee that the use of these instruments by the Fund will work. The value of derivatives may rise or fall more rapidly than other investments. For some derivatives, it is possible to lose more than the amount invested in the derivative and may magnify losses for the Fund.

New Fund Risk. The Fund is a new ETF and has only recently commenced operations. As a new fund, there can be no assurance that the Fund will grow to or maintain an economically viable size, in which case it could ultimately liquidate.

The Alpha Dog ETF is distributed by Foreside Fund Services, LLC.