ETF Portfolios

Returns as of market close on 4/8/2020.

Our ETF portfolios use value, momentum and macroeconomic factors to rotate among factors, sectors and asset classes.
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Factor Portfolios

Portfolio Return
Factor Rotation - Momentum with Trend 10.1%
Factor Rotation - Composite with Trend 9.9%
Factor Rotation - Macro with Trend 9.3%
Factor Rotation - Momentum 8.6%
Factor Rotation - Composite 8.1%
Factor Rotation - Macro 7.3%
Factor Rotation - Value with Trend 7.3%
Factor Rotation - Value 6.5%

Sector Portfolios

Portfolio Return
Sector Rotation - Momentum 7.8%
Sector Rotation - Value 7.6%
Sector Rotation - Macro 7.3%
Sector Rotation - Momentum with Trend 6.8%
Sector Rotation - Composite 6.5%
Sector Rotation - Value with Trend 6.3%
Sector Rotation - Macro with Trend 5.8%
Sector Rotation - Composite with Trend 5.4%

Risk Managed Portfolios

Portfolio Return
Protective Asset Allocation 7.4%
Modified Permanent Portfolio 7.2%
Permanent Portfolio 6.9%
Modified All Weather Portfolio 6.8%
Generalized Protective Momentum 6.7%
All Weather Portfolio 6.7%
Robust Asset Allocation 3.7%

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