Economic/Business Cycle sector rotation ETF model

Alpha Portfolios Model ETF Managed Investment Portfolios

The Economic/Business Cycle sector rotation ETF model portfolio

Strategy picks and invests in undervalued economic sectors by following economic and business cycles of the US economy

Economic Cycle sector rotation ETF Model Investment Portfolio

Economic Cycle sector rotation ETF Model Investment Portfolio

The results displayed are actual results since inception, and these results reflect the deduction of advisory fees, brokerage or other commissions and any other expenses that a client would have paid or actually paid. These results do reflect the reinvestment of dividends and other earnings. These results reflect actual trading in client accounts. All investments involve the risk of loss, including (among other things) loss of principal, a reduction in earnings (including interest, dividends, and other distributions), and the loss of future earnings. You should consider these risks prior to investing. Please see Portfolio and Backtest disclosures about this model portfolio.

Investment Philosophy

  • Economic Cycle sector rotation strategy is large capitalization sector rotation investment model designed to outperform the S&P 500 Index
  • Economic Cycle strategy takes advantage of continuous variability of the US economic and business cycles
  • Economic Cycle strategy invests in liquid, large cap low cost SPDR ETFs from State Street Global Advisors

Investment Process

Economic Cycle sector rotation strategy analyzes primarily fundamental factors of all S&P 500 companies and aggregates individual company valuations to a sector level. Strategy is always invested in the market.

Performance

Economic Cycle sector rotation ETF Model Investment Portfolio

"S&P 500" - The Standard & Poor's 500, is a stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ
Sources: Rockledge, Compustat, Yahoo

Benefits of the Portfolio

  • Designed to outperform S&P 500 in up and down markets
  • Aim to provide higher risk adjusted returns relative to the S&P 500
  • Liquid holdings
  • Diversified holdings minimizing individual company specific risk

Who Should Invest

  • Investors looking for long term capital appreciation and growth portfolio
  • Investors who are seeking to participate in equity market
  • Investors who are comfortable with medium investment risk

Portfolio Allocation - Economic Cycle strategy

Positions for October 2014

[private]

XLE Energy Select Sector SPDR 25%
XLI Industrial Select Sector SPDR 25%
XLK Technology Select Sector SPDR 25%
XLV Health Care Select Sector SPDR 25%

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