Sector Rotation - Momentum

This strategy invests in the sectors that have the strongest short-term momentum. The selection universe consists of 10 sector ETFs. Each sector is ranked using multiple momentum metrics and the top 5 ETFS are added to the portfolio on each rebalancing date.

Since 2006, this portfolio has returned 9.5% per year, outperforming its benchmark by 0.5%

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Sector Rotation - Momentum
S&P 500

Annual Return: 9.5% S&P 500: 9.0%
Year To Date: 4.7% S&P 500: 4.7%
Beta: 0.88 Standard Deviation: 18.5%
Full Return History

Portfolio Holdings

Ticker Date Added Return
XLK 4/11/2014 188.98%

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