U.S. Sector & Industry AIM Portfolio

Model Portfolios

Overview

Stats:
Funds:15
Acquired Fees:0.18%
TTM Yield:1.54%
Benchmark:SPY
Links:
Methodology »
Positioning Guide
Launch in Terminal

Inception Date: June 8, 2020

Investment Objective

The ETF Action Sector & Industry Active Index Model (AIM) Portfolio’s primary objective is to outperform the broad U.S. Market as measured by the S&P 500. To accomplish this objective the investment committee utilizes an actively managed process that is governed and implemented using a transparent and repeatable framework.

Key Facts

  • Selection universe limited to U.S. sector and industry ETFs
  • Over/under weight positions driven by transparent, multi-faceted, and repeatable ratings process
  • Fully invested (no cash), does not use leverage or inverse funds

Philosophy

Returns across sectors and industries often diverge widely based on a number of factors including business cycle, macroeconomic environment, fundamentals, valuations, and sentiment. Following a disciplined process outlined in the methodology guide, ETF Action has created a proprietary process to track these factors in an attempt to identify sectors and industries that we believe have an outsized chance to outperform over various time frames.

All ETF Action Model Portfolios are made available to subscribers for informational purposes only and do not represent actual investments. Full terms of service, including terms of use, copyrights, and disclaimers are available here.

Composition

Model Insights

U.S. Sector & Industry AIM Positioning Guide

7.13.2020

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U.S. Sector Playbook

7.13.2020

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Materials and Tech lead sectors in net outflows (-$981MM and -$705MM, respectively) (page 2)
  • S&P 500 gains 2.67% during the week, Energy lags (XLE -4.82%) again while Comm Services leads (XLC +4.53%) (page 3)
  • Tech, Financials, Energy, and Health Care earnings revisions maknig small moves higher (page 6)

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U.S. Sector & Industry AIM Positioning Guide

7.6.2020

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U.S. Sector Playbook

6.30.2020

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Utilities only U.S. sector to see net inflows during week with $486MM (page 2)
  • S&P 500 falls 2.78% during the week, Energy lags (XLE -6.56%) and Tech (XLK -0.42%) leads (page 3)
  • Downward revisions to earnings seem to be finding a floor (page 6)

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U.S. Sector & Industry Positioning Guide: 6.12.20

6.22.2020

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U.S. Sector Playbook

6.22.2020

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Previous surge in utilities net inflows short lived, $1.6 billion out this week (page 2)
  • S&P 500 gains 1.91% during the week, Utilities lags (XLU -2.01%) and Health Care (XLV +3.23%) leads (page 3)
  • All sectors sitting in neutral territory based no 14-day RSI (page 5)

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U.S. Sector Playbook

6.15.2020

An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.

  • Utilities surge in net inflows (+$939 million), Health Care (-$2.69 billion) and Financials (-$1.28 billion) lead net outflows during week (page 2)
  • S&P 500 falls 4.74% during the week, Energy lags (XLE -11.20%) after leading (page 3)
  • Seven of 11 sectors trading above 5-year average P/E ratios (page 5)

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U.S. Sector & Industry Positioning Guide: 6.12.20

6.15.2020

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Technology Sector: Overweight

6.4.2020

  • Macroeconomic: Bullish
  • Fundamental: Bullish
  • Relative Valuation: Overvalued
  • Momentum: Positive

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Real Estate Sector: Neutral

6.4.2020

  • Macroeconomic: Bearish
  • Fundamental: Neutral
  • Relative Valuation: Neutral
  • Momentum: Negative

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