Our tactical models are generally divided between those that are driven by momentum and those that are driven by fundamentals. Some of these are just models meaning that we use them to guide our portfolios while using our discretion to deviate when we think it is prudent. Others models are implemented exactly as the model dictates. Generally these will be the momentum models while the more discretionary approach is used with the fundamental approaches.
Momentum Asset Allocation – Two ETF asset allocation models that use momentum to determine allocation. The Aggressive version holds two ETFs. The Standard version holds four ETFs. Both use a moving average for risk control.
SPDR Sector Rotation – Sector rotation based on momentum using the SPDR Sector ETFs. Standard and risk control versions available.
SPDR Industry Rotation – Rotates among the SPDR Industry ETFs based on momentum. Standard and risk control versions available.
SPDR International Sector Rotation – Rotates among the SPDR International Sector ETFs based on momentum.
iShares Sector Rotation – Sector rotation model using iShares Sector ETFs. Standard and risk control versions available.
iShares Global Sector Rotation – Global sector rotation model using iShares Global Sector ETFs.
iShares Global Industry Rotation – Global industry rotation model using iShares Global Industry ETFs.
Value/Quality/Earnings Momentum – A quantitative global stock model portfolio that ranks stocks on value, quality and earnings criteria. The portfolio also has a hedge feature to minimize drawdowns.
Earnings Momentum Growth – A growth investment stock model that utilizes stock selection criteria involving the relationship between four distinct factors.
Dividend Growth – This dividend income investment strategy emphasizes dividend yield, positive earnings growth, debt-to-equity, payout ratio, and other valuation metrics.