Our ETF portfolios use value, momentum and macroeconomic factors to rotate among factors, sectors and asset classes.
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Get StartedPortfolio | Return | S&P 500 |
---|---|---|
Factor Rotation - Momentum with Trend | 13.4% | 9.0% |
Factor Rotation - Composite with Trend | 12.8% | 9.0% |
Factor Rotation - Momentum | 11.9% | 9.0% |
Factor Rotation - Composite | 10.8% | 9.0% |
Factor Rotation - Value with Trend | 10.5% | 9.0% |
Factor Rotation - Macro with Trend | 9.9% | 9.0% |
Factor Rotation - Value | 9.4% | 9.0% |
Factor Rotation - Macro | 7.6% | 9.0% |
Portfolio | Return | S&P 500 |
---|---|---|
Sector Rotation - Value | 10.1% | 9.0% |
Sector Rotation - Momentum | 10.0% | 9.0% |
Sector Rotation - Macro | 9.7% | 9.0% |
Sector Rotation - Value with Trend | 9.0% | 9.0% |
Sector Rotation - Momentum with Trend | 8.9% | 9.0% |
Sector Rotation - Composite | 8.8% | 9.0% |
Sector Rotation - Macro with Trend | 8.4% | 9.0% |
Sector Rotation - Composite with Trend | 7.9% | 9.0% |
Portfolio | Return | 60/40 Portfolio |
---|---|---|
Protective Asset Allocation | 8.0% | 7.0% |
Modified Permanent Portfolio | 7.6% | 7.0% |
Modified All Weather Portfolio | 7.1% | 7.0% |
All Weather Portfolio | 6.3% | 7.0% |
Permanent Portfolio | 6.3% | 7.0% |
Generalized Protective Momentum | 6.0% | 7.0% |
Robust Asset Allocation | 5.7% | 7.0% |