ETF Sector Rotation Performance for 2025 The ETF Sector Rotation strategy delivered a strong and consistent performance throughout 2025, benefiting from disciplined, rules-based allocation decisions and the ability to rotate capital into emerging … [Read more...]
ETF Sector Review 2024 Q4
ETF Sector Rotation Strategy Performance for 2024: A Year in Review The ETF sector rotation strategy, applied throughout 2024, demonstrated a mixed performance, with a slight decline by the end of the year. The strategy revolves around selecting … [Read more...]
ETF Sector Review 2021 Q4
On December 31, 2021, we closed our ETF Sector Portfolio for Quarter 4. Shown below are results of the ETF Sector Portfolio since inception. The 5 Funds (XLI, SLV, IWM, XLE and XLF) were Sold on the Close December 31. On Jan 3rd, 2022, 20 % of the … [Read more...]
ETF Sector Review 2021 Q2
On June 30th, 2021, we closed our ETF Sector Portfolio for Quarter 2. Shown below are results of the ETF Sector Portfolio since inception. The 5 Funds (EEM, IWM, SLV, XLE and XLF) were Sold on the Close June 30th. On July 1st, 2021, 20 % of the … [Read more...]
ETF Sector Review 2021 Q1
On March 31st, 2021, we closed our ETF Sector Portfolio for Quarter 1. Shown below are results of the ETF Sector Portfolio since inception. The 5 Funds (SPY, IWM, QQQ, SLV, and EEM) were Sold on the Close March 31st. On April 1st, 2021, 20 % of the … [Read more...]
ETF Sector Portfolio 2020 Review
We started the ETF Sector Rotation fund as an alternative to Swing Trading but also primarily for individuals with Retirement Plans (e.g. 401K). In the past, retirement plans had restrictions on what securities you could invest in but also how … [Read more...]