U.S. Trend Following with ETFs

ETF Momentum Investing, LLC Sample Portfolios

U.S. Trend Following with ETFs

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Number of Holdings: 
 8-11 ETFs
Weighting Method:  Modified Equal Weight
Measurement Frequency:  Daily

In this portfolio, we examine 3 different cross-sections of the U.S. equity and bond markets looking for Relative and Absolute price trends.  Using our standard ETF trend measuring process on each cross-section, we identify and invest in the 4-8 ETFs with the strongest Relative Momentum price trends and the 4 ETFs that are showing the strongest Absolute Momentum trends.  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 offers excellent liquidity.

Current Portfolio Holdings as of:

Target Weight* Description: Ticker Date Added
20.0% Equal Weight US Financials ETF RYF 1/3/2017
20.0% Equal Weight US Technology ETF RYT 1/3/2017
10.0% Equal Weight US Materials ETF RTM 2/9/2017
7.5% Regional Banks Index ETF IAT 1/3/2017
7.5% U.S. Home Builders ETF ITB 8/11/2017
10.0% Wide Moat Strategy ETF MOAT 4/3/2017
7.5% Semiconductors Index ETF SMH 1/3/2017
17.5% Social Media Index ETF SOCL 8/1/2017

*May not add to 100% due to rounding

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Category: U.S. Trend Following with ETFs

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