Number of Holdings: 8-12 ETFs or ETNs*
Weighting Method: Modified Equal Weight
Measurement Frequency: Daily
We offer this portfolio for investors who are interested in identifying trends in alternative assets, including strategy driven ETFs and Commodities. In this portfolio, we measure the Relative and Absolute trend strength of 34 strategy driven ETFs (smart beta and exotic beta strategies) and 9 major commodity groups using their corresponding ETFs or ETNs*. After applying our fully quantitative ETF trend measuring process, we identify and invest in the 8-12 ETFs with the strongest Relative and Absolute price momentum. We monitor portfolio holdings daily and sell any holding that experiences statistically significant trend strength deterioration. This portfolio is 100% rules based, requires limited trading and provides excellent liquidity.
Current Portfolio Holdings as of:
||USA Momentum Factor ETF
||Morningstar Wide Moat Strategy ETF
||Value Line Strategy ETF
||Global Water ETF
||Spin Off Strategy ETF
**May not add to 100% due to rounding
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*It should be noted that ETNs carry additional risks as investments because they are debt instruments and should only be deemed to be as safe as other unsecured debt offerings from their issuer. Please call us for a more detailed explanation or see “Finra ETN Alert“