ETF Sector Plus Strategy

Model Portfolio: Sector Conservative

This page enables you to track the current and past performance of the ETF Sector Plus “Conservative” Strategy. It reflects all the trade alerts and position changes that are announced via email and text message, and posted in the “Position Updates” section of this product.

This model is a Stops and Targets model. Initially, you would enter three equal-weighted positions and remain in them until the model recommends a change. At that time you would sell out of the old position and enter a new position with the same position sizing as the position just exited. The model rebalances the three positions in January and July.