ETF Model

Summary

The ETF Model aims to deliver broad market exposure to the equity markets by selecting 15-20 ETFs and select individual stocks. We analyze and adjust sector weightings depending on market conditions. The investment objective is to outperform the S&P 500 on a risk-adjusted basis by utilizing ETFs and stocks to provide broad diversification and lower the standard deviation of the portfolio to the benchmark. The current asset allocation is 85/15 (Equities/Fixed Income).

Methodology

The ETF Model was developed by selecting ETFs that track each of the 11 market sectors of the S&P 500 along with other ETFs and stocks that we believe can produce above average returns. Through fundamental and quantitative analysis weightings are allocated to each market sector accordingly.

ETF Model Information Sheet

To learn more about the ETF Model please click on the link to access the informational report. All data provided in the report is based on the current holdings of the model as of the date listed on the report. Any changes made previously to the portfolio are not reflected in any growth assumptions or risk metrics. The benchmark used is the SPDR S&P 500 ETF.