XoomFi EPIC Investment strategy combines Equity Appreciation with Income Generation by combining long and short stocks and options investments. With XoomFi, you don't have to choose between Equity OR Fixed Income investment instruments as XoomFi Investment Models are designed to provide the benefit of equity appreciation while also generating regular / periodic income.
XoomFi EPIC Investment Models are implemented using covered calls or buy-write calls, individual stocks, and / or individual long and / or short options trades.
XoomFi has created three EPIC Investment Models - Balanced, Turbo and Ultra - each with its own Reward / Risk profile. Once you have opened your account and filled out the XoomFi risk questionnaire, we will calculate your risk score. Based on your risk score we then set up the asset allocation for you in one or more of these investment models.
While we track our performance relative to all market indexes, leading funds, and EFT's, we use the S&P 500 Index (SPX) as the primary index for comparison purposes.