The RISP 500™ is a 15-variable composite risk indicator for U.S. equity markets. Four years of publicly time-stamped live trading results. Serving financial advisors, RIAs, and institutional investors.
The RISP 500™ was designed for investment professionals whose first obligation is to safeguard their clients' wealth — and whose competitive edge depends on beating benchmarks and winning the battle for AUM. Since WWII, the U.S. stock market exponential growth has benefitted from the unparalleled power of the United States in the world; the coming decades will be more challenging. For financial professionals, a systematic risk-first framework is no longer optional.
Every strategy guided by the RISP 500™ outperformed the S&P 500 benchmark over the full four-year period. Results are consistent across different asset classes, leverage levels, and RPT calibrations. The main goal of two-level strategies is to seek protection when market risks rise. Three-level strategies excelled over two-level strategies by turbo-charging performance during periods of strong bull market (when risks are low).
| Strategy | 4-Yr Return | CAGR | Max DD | RoMaD | $100k grew to |
|---|---|---|---|---|---|
| S&P 500 Strategy3-LEVELSSO / SPY / GLD · RPT-1 70% · RPT-2 90% | +328.73% | ~42.8% | −15.97% | 20.9× | $428,729 |
| Nasdaq 100 Strategy3-LEVELQLD / QQQ / GLD · RPT-1 70% · RPT-2 90% | +401.00% | ~48.5% | −24.23% | 16.9× | $500,999 |
| Volatility Strategy3-LEVELSVXY / SPY / VIXM · RPT-1 75% · RPT-2 96% | +321.70% | ~41.5% | −18.36% | 17.4× | $421,702 |
| SPY or Cash2-LEVELStrategy 1 · RPT 75% | +55.81% | ~11.6% | −8.72% | 6.4× | $155,810 |
| QQQ or Cash2-LEVELStrategy 2 · RPT 75% | +77.84% | ~15.6% | −14.52% | 5.4× | $177,840 |
| SSO or Cash2-LEVELStrategy 3 · RPT 75% | +121.19% | ~21.7% | −18.58% | 6.5× | $221,190 |
| QLD or Cash2-LEVELStrategy 4 · RPT 75% | +183.33% | ~29.4% | −31.70% | 5.8× | $283,330 |
| SVXY or Cash2-LEVELStrategy 5 · RPT 75% | +207.66% | ~31.4% | −21.16% | 9.8× | $307,660 |
| SPY (Buy & Hold Benchmark) | +43.57% | ~9.5% | −25.36% | 1.8× | $143,574 |
SMIGRM inverts the conventional portfolio management paradigm. Instead of selecting assets and then managing risk, the RISP 500™ measures risk first — and asset allocation naturally becomes obvious from that assessment. And yes, it works with any portfolio and any strategy the practtioner currently uses; it won't conflict; rather it will strenghten existing strategies.
The RISP 500™ composite is built from variables that most practitioners track separately but never synthesise to form an accurate risk profile for the market. The volatility complex alone — VRP, VIX, VVIX, term structures, roll yield — encodes the forward-looking risk assessments of volatility dealers who price and hedge institutional downside protection.
Ask yourself what is most accurate: your opinion, my opinion, or the market's collective opinion and sentiment scanned and captured in real-time? The composite produces a historically calibrated percentile rank that answers this question objectively every single day.
When all three principles work together, they form an exceptionally powerful combination. The results prove it — four years of live trading and counting.
In 2022, the S&P 500 fell 19.48%. Bonds fell simultaneously. Every diversified portfolio lost money. The 60/40 model — the industry's most popular portfolio allocation model — failed regardless of the stock-to-bond ratio.
The RISP 500™ S&P 500 Strategy returned +41.67% the same year. Not a backtest. A live, publicly posted, daily-verified result.
This single-year differential — 61 percentage points in one calendar year — is the empirical proof of concept for the framework's core mechanism: de-risking the position on rising market risks and re-risking the position on falling market risks.
Published on SSRN. Submitted to Journal of Investing. Full methodology, four-year live trading evidence, literature review, and statistical analysis. Free download.
From a daily email signal for individual investors to a real-time institutional feed with custom strategy configuration. All tiers include the core RISP 500™ signal and access to the full four-year performance archive.
Receive the daily RISP 500™ signal for 60 days. Track your hypothetical $100k position weekly. See the results for yourself before committing a dollar.
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