Market-Cap Weighted Model

Summary

The Market-Cap Weighted ETF Model aims to deliver broad market exposure to the equity markets by selecting 5-10 ETFs comprised of various market-caps and adjusting the weightings accordingly. This portfolio should provide exposure to small, mid, and large cap stocks in addition to commodities and international stocks.

Methodology

The Market-Cap Weighted ETF Model was developed by selecting ETFs that track the broad markets based on market capitalization and at times we may also add international and commodity ETFs. We analyze and adjust the weightings depending on economic and market conditions. The investment objective is to outperform the S&P 500 on a risk-adjusted basis by adjusting allocations and selections of the ETFs.

Market-Cap Weighted ETF Model Information Sheet

To learn more about our Market-Cap Weighted 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.