The portfolio is designed to seek capital appreciation by investing in ETFs that focus on particular sectors within the S&P 500 and intended for an investor who can withstand potential loss of principal.
The portfolio is designed to seek capital appreciation by investing in ETFs that focus on particular sectors within the S&P 500 and intended for an investor who can withstand potential loss of principal.
This strategy primarily seeks maximum capital appreciation over full market cycles by investing in a portfolio consisting of US Sector ETFs as well as broad equity market ETFs. The portfolio’s overall risk is expected to be similar, on average and over time, to the broad stock market. Utilizing top-down research coupled with bottom-up credit research, this portfolio tactically and strategically selects US sectors that demonstrate potential to outperform the broad equity markets.
Typical # of Holdings: 8-10
Minimum Investment: $25,000
Inception: 07-01-2016
Portfolio Manager: David Young, CFA
