Sector Rotation - Value with Trend

This strategy invests in the sectors that are the cheapest relative to their historical valuations. The selection universe consists of 10 sector ETFs. Each sector is ranked using a composite of value metrics and the top 5 ETFS are added to the portfolio on each rebalancing date. In addition, a trend following system is used to eliminate ETFs that are in a downtrend and to raise cash when the majority of the sectors are in a downtrend simultaneously.

Since 2006, this portfolio has returned 9.2% per year, outperforming its benchmark by 0.8%

Get the Top Rated ETFs Using This Model

Get Started
Sector Rotation - Value with Trend
S&P 500

Annual Return: 9.2% S&P 500: 8.4%
Year To Date: 9.8% S&P 500: 25.5%
Beta: 0.47 Standard Deviation: 14.6%
Full Return History

Portfolio Holdings

Ticker Date Added Return
XLF 2/8/2019 15.82%

Want to see all the ETFs in this portfolio?

Start a Free Trial