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Alpha Portfolios

Performing best of breed model ETF and stock investment strategies

High Performers sector rotation ETF model

Alpha Portfolios Model ETF Managed Investment Portfolios

The High Performers sector rotation model ETF portfolio

Strategy picks and invests in best performing large capitalization sectors

High Performers Always a Bull Market sector rotation ETF Model Investment Portfolio

High Performers sector rotation ETF Model Investment Portfolio

The results of this model portfolio are based on a backtest, which is a representations of a portfolio. The backtest results are hypothetical and actual results will vary. Performance of this model portfolio may differ substantially from the results of the backtest depicted here. Please see Portfolio and Backtest disclosures about this model portfolio.

Investment Philosophy

  • High Performers sector rotation strategy is large capitalization sector rotation investment model designed to outperform the S&P 500 Index
  • High Performers strategy takes advantage of continuous variability of sector price movements, by focusing on tactical asset allocation
  • High Performers strategy invests in liquid, large cap low cost SPDR ETFs from State Street Global Advisors

Investment Process

High Performers strategy utilizes price information and longer term price trends to select higher performing large capitalization sectors. Strategy is always invested in the market.

Performance

High Performers Always a Bull Market 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
Backtested performance

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 - High Performers strategy

Positions for October 2014

[private]

Ticker Description Weight
XLB Materials Select Sector SPDR 25%
XLF Financial Select Sector SPDR 25%
XLK Technology Select Sector SPDR 25%
XLV Health Care Select Sector SPDR 25%

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