Overview
| Stats: | |
|---|---|
| Funds: | 17 |
| Acquired Fees: | 0.20% |
| TTM Yield: | 1.12% |
| Benchmark: | SPY |
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
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.
Performance
Performance (as of )
INDEX PERFORMANCE CALCULATED BY indxx. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE PERFORMANCE. INVESTORS CANNOT INVEST DIRECTLY IN AN INDEX, THE PERFORMANCE OF AN INDEX DOES NOT REPRESENT ANY ACTUAL TRANSACTIONS AND ITS PERFORMANCE DOES NOT REFLECT THE DEDUCTION OF ANY FEES OR EXPENSES ASSOCIATED WITH ACTUAL INVESTING.
*Since Common Inception Date
Composition
Model Insights
U.S. Sector Playbook
2.22.2021
An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.
U.S. Sector & Industry AIM Positioning Guide
2.22.2021
U.S. Sector & Industry AIM Portfolio returned -0.44% last week, outperforming the S&P 500 by 0.22%
- Top Performers: KBE +4.04%, XLF +2.82%, XME +2.81%
- Bottom Performers: XBI -3.19%, XLK -1.83%, XLV -2.45%
- Since Inception Performance: 32.65% outperforming the S&P 500 (SPY) by 8.95%
U.S. Sector & Industry AIM Portfolio: Three Months Later
2.16.2021
The U.S. Sector & Industry AIM Portfolio has outperformed SPY by 5.60% since we repositioned it three months ago, setting up for the early stages of a cyclical recovery. Today, we look at key drivers of returns and portfolio security selection, including:
U.S. Sector Playbook
2.15.2021
An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.
U.S. Sector & Industry AIM Positioning Guide
2.15.2021
U.S. Sector & Industry AIM Portfolio returned 2.11% last week, outperforming the S&P 500 by 0.84%
- Top Performers: XSD +8.01%, RYT +4.02%, XAR +3.28%
- Bottom Performers: XBI -1.47%, FDIS -0.39%, XLP -0.11%
- Since Inception Performance: 33.23% outperforming the S&P 500 (SPY) by 8.70%
U.S. Sector & Industry AIM Positioning Guide
2.8.2021
U.S. Sector & Industry AIM Portfolio returned 5.33% last week, outperforming the S&P 500 by 0.56%
- Top Performers: XAR +9.12%, XBI +9.09%, RCD +8.17%
- Bottom Performers: XLV +0.56%, XLP +2.61%, XSD +3.29%
- Since Inception Performance: 30.48% outperforming the S&P 500 (SPY) by 7.51%
U.S. Sector Playbook
2.9.2021
An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.
U.S. Sector Playbook
2.1.2021
An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.
U.S. Sector & Industry AIM Positioning Guide
1.31.2021
U.S. Sector & Industry AIM Portfolio returned -3.86% last week, underperforming the S&P 500 by 0.51%
- Top Performers: XBI +0.21%, XLP -1.51%, XLV -2.18%
- Bottom Performers: XSD -6.33%, XME -6.23%, KBE -5.96%
- Since Inception Performance: 23.88% outperforming the S&P 500 (SPY) by 6.51%
U.S. Sector Playbook
1.26.2021
An overview of the U.S. Sector ETF landscape - Performance, Flows, Valuations, Earnings, & Technicals.
