The BX models and strategies available on UX Wealth are a curated lineup designed to give clients access to differentiated, rules-based portfolio building blocks and turnkey model portfolios across multiple objectives—growth, income, tactical risk management, and diversifying alternatives.

As a group, they range from concentrated, high-conviction equity allocations (e.g., “Fantastic Five”) and dividend-focused equity strategies (Dividend Growth Titans 10/20) to more adaptive approaches that seek to rotate exposures based on market conditions (Tactical Model and the BX/Dynalogic Sector Rotation strategy). They also include explicit risk-managed and volatility-aware constructions intended to help smooth the ride through changing regimes (Shock Absorber and Beyond Dynamic Volatility), alongside a dedicated crypto sleeve for clients who want targeted exposure to Bitcoin within a model framework (Bitcoin Model).

All models and research are for financial professional use only and not for public distribution. Models are available via a BX Index research license. Please contact us for more details and to learn how to licence the models.

BX Select Models