Q: Hi Peter and Team,
MIX is a recent offering from Hamilton ETFs.
Their idea is to provide an “all-in-one” core growth holding that blends growth (60% equities) with defensive/alternative ballast (20% bonds, 20% gold), and add a modest leverage boost, thereby seeking higher returns but with diversified risk.
Hamilton argues that by mixing asset classes with low correlation (equities + bonds + gold) the resulting portfolio can achieve lower volatility and smaller drawdowns than equities alone — even after applying the 1.25× multiple. For example, they cite historical standard deviation of ~10.9% for the 60/20/20 mix (before leverage) vs ~19% for the S&P 500.
They position MIX as “a strong core holding … designed for resilience through economic cycles.”
I realize that this is a very new ETF with a quite small AUM, but I’m wondering what your opinion is on the strategy of MIX, and whether or not I should add it my watchlist. Any investment in MIX would be supplemented by an otherwise balanced portfolio across all of our accounts.
As always, your insight is highly valued and appreciated.
MIX is a recent offering from Hamilton ETFs.
Their idea is to provide an “all-in-one” core growth holding that blends growth (60% equities) with defensive/alternative ballast (20% bonds, 20% gold), and add a modest leverage boost, thereby seeking higher returns but with diversified risk.
Hamilton argues that by mixing asset classes with low correlation (equities + bonds + gold) the resulting portfolio can achieve lower volatility and smaller drawdowns than equities alone — even after applying the 1.25× multiple. For example, they cite historical standard deviation of ~10.9% for the 60/20/20 mix (before leverage) vs ~19% for the S&P 500.
They position MIX as “a strong core holding … designed for resilience through economic cycles.”
I realize that this is a very new ETF with a quite small AUM, but I’m wondering what your opinion is on the strategy of MIX, and whether or not I should add it my watchlist. Any investment in MIX would be supplemented by an otherwise balanced portfolio across all of our accounts.
As always, your insight is highly valued and appreciated.
5i Research Answer:
The generalized mix of stocks, bonds and golds is a popular strategy and has worked over time....