Alternatives Trend Following with ETFs

ETF Momentum Investing, LLC Sample Portfolios

Alternatives Trend Following with ETFs

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:

Target Weight** Description: Ticker Date Added
16.7% Energy DBE 8/10/2017
16.7% Gold ETF IAU 3/26/2018
16.7% Oil DBO 9/21/2017
5.0% USA Momentum Factor ETF MTUM 4/13/2017
5.0% Insider Sentiment NFO 5/18/2017
5.0% Morningstar Wide Moat Strategy ETF MOAT 1/3/2017
5.0% Value Line Strategy ETF FVD 1/3/2017
8.3% Global Water ETF CGW 3/1/2017
8.3% Global Timber CUT 3/02/2018
13.3% Spin Off Strategy ETF CSD 1/3/2017

**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
Not FDIC Insured.  No bank guarantee. By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.  There is no guarantee given or implied.  If you follow these strategies you may lose money. We are not responsible for errors or omissions.

Category: Alternatives Trend Following with ETFs

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