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.