Smart Folio – iFlip A.I. App

SmartFolio Performance

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Conservative

Moderate

Aggressive

4Q Rotate

(ALLOCATIONS ALWAYS CHANGING BY QUARTER) 4Q ROTATE adjusts based on the highest ‘directional beta’ symbols in the iFlip traded stocks based on the previous quarter. Every quarter the mix of stocks will likely change. This is an aggressive Smartfolio and will experience greater volatility (ups and downs) than other more conservative Smartfolios. You need to ask yourself…are you comfortable with that.

Includes: Albemarle Corp. (ALB) 10%, Aon Plc. (AON) 10%, Chipotle Mexican Grill (CMG) 10%, HCA Healthcare Inc (HCA) 10%, Gartner, Inc. (IT) 10%, Netflix (NFLX) 10%, Paycom Software Inc (PAYC) 10%, SVB Financial Group (SIVB) 10%, Atlassian Corporation Plc (TEAM) 10%, Tesla, Inc (TSLA) 10%

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-9.61%

2022 Return

159.00%

6 Years Return

SPY+

The popular SPY+ SmartFolio is designed for solid, long-term performance. It features the top 500 US companies, across eleven sectors and a specific allocation of technology favorite, Apple. In addition to being a strong, stable investment, it’s also the ideal choice for Apple enthusiasts.

Includes: S&P 500 (SPY) 60%, Apple (AAPL) 40%
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-8.83%

2022 Return

148.10%

6-Years Return

SPY I

SPY I is a collection of notable blue chip stocks that have dropped in value due to the coronavirus decline. These stocks show a reward to risk ratio of 2:1. This SmartFolio is a smart choice for mid-term investors who are focused on a 1-2 year horizon.
Includes: Bank of America (BAC) 16.66%, Carnival (CCL) 16.66%, Plains All American Pipeline LP (PAA) 16.66%, Phillips 66 Partners LP (PSXP) 16.66%, SPDR Series Trust (SPYG) 16.66%, United States Steel Corp. (X) 16.66%

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-4.96%

2022 Return

50.06%

6 Years Return

6040

6040 splits its allocations between the SPY (SP&500)-the top 500 companies in the US-with a 40% focus on income generating/dividend stocks. A smart choice for investors seeking fixed income returns.

Includes: S&P 500 (SPY) 60%, iShares 20 Plus Year Treasury Bond ETF (TLT) 20%, Exxon Mobil (XOM) 10%, AT&T (T) 5%, AT&T Inc. 5.35% Global Notes Due (TBB) 5%

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-6.80%

2022 Return

46.59%

6 Years Return

6040

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-6.80%

2022 Return

46.59%

6 Years Return

S&p 500

SP500 is iFlip’s most popular SmartFolio. It focuses purely on the S&P 500. It’s similar to an index fund in design, but with the added guidance of A.I. This model is solid for investors looking to access gains from a bull market while protecting against a downside.

Includes: S&P 500 (SPY) 100%

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-3.73%

2022 Return

Aggressive

The Aggressive SmartFolio is a perfect mix of S&P 500 stocks with popular technology ‘beta’ type stocks. A consideration for investors who are comfortable with some risk while looking to capitalize on future market advancements.

Includes: S&P 500 (SPY) 50%, Apple (AAPL) 10%, Amazon (AMZN) 10%, Facebook (FB) 10%,
Mastercard (MA) 10%, Netflix (NFLX) 10%

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-2.7%

2022 Return

135.43%

6 Years Return

Conservative +

Conservative+ is suited to investors seeking modest gains with consistency under a variety of market conditions. This SmartFolio reduces volatility making it a lower risk path to beating the market over time.

Includes: S&P 500 (SPY) 40%, Apple (AAPL) 10%, Amazon (AMZN) 10%, Halliburton Company (HAL) 10%, AT&T Inc. 5.625% Global Notes Due (TBC) 10%, iShares 20 Plus Year Treasury Bond ETF (TLT) 10%,
Exxon Mobil (XOM) 10%

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-1.09%

2022 Return

48.46%

6 Years Return

SP +Beta

SP+Beta consists mainly of S&P 500 stocks-the top 500 performing companies in the US-with a 20% mix of technology industry. Excellent for investors who look to the market for returns with a boost of value from ‘beta’ stocks from the technology sector.
Includes: S&P 500 (SPY) 80%, Apple (AAPL) 10%, Amazon (AMZN) 10%

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-5.46%

2022 Return

137.99%

6 Years Return

MAANG

FAANG is an acronym for the big five technology companies: Facebook, Apple, Amazon, Netflix and Google. This SmartFolio is designed for investors who are comfortable with higher sector volatility as they seek potentially higher returns.

Includes: Facebook (FB) 20%, Apple (AAPL) 20%, Amazon (AMZN) 20%, Netflix (NFLX), 20%, Alphabet (GOOGL) 20%

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-5.68%

2022 Return

7.18%

3 Years Return

MOD+

The MOD+ SmartFolio represents a fuse of overall market exposure, recovery stocks, tech stocks, and bitcoin proxy. This blend has both upside potential with a healthy level of downside protection of dividend stocks.

Includes: SPY (33%), GBTC (5%), AAPL (5%), FB (5%), MSFT (5%), TSLA (5%), XOM (10%), BAC (6%), CHEF (4%), T (10%), CCL (4%), PAA (4%), HAL (4%)

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-2.82%

2022 Return

69.84%

6 Years Return

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iFlip investor, Inc. does not provide tax, investment, or financial services and advice. The information is presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Investing involves risk, including the possible loss of principal.

Performance results presented on this website represent back-tested results and are hypothetical. Neither actual past performance nor hypothetical performance are indicators of future results. These results have inherent limitations, some of which are described herein. Back-tested returns do not represent the performance results of actual trading and are calculated through the retroactive application of the model portfolio configuration, designed with the benefit of hindsight.

Since back-tested performance results do not represent actual trading, they may not reflect the impact that material economic and market factors might have had on the decision of the A.I., if the A.I. was managing client assets during the back-test period. No representation is being made that the A.I. strategy will or is likely to achieve profits or losses similar to those shown.

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