The portfolio manager seeks to outperform S&P500 Index by investing 100% of the assets in stocks in the S&P500 and Nasdaq Indexes. The portfolio is actively managed throughout the economic cycle and the positions in the portfolio are rotated in sync with the financial market expectations of economic growth, inflation, and the Federal Reserve’s monetary policy. At the time of increased risk, the portfolio manager can reduce risk by allocating capital to cash or money markets. Inversely, in a healthy and low inflationary economic environment, the portfolio manager may allocate 100% of assets to equities. The portfolio inception date is January 2022.