ETF Action: Research

Model Portfolios

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Weekly positioning guides & timely trade rationales outline ETF Action's five different Active Index Model (AIM) Portfolios, including:




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Model Research Archives

 International Region & Country AIM Positioning Guide

2.28.2021

International Region & Country AIM Portfolio returned -3.64% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.34%

  • Top PerformersEWM -1.48%, EWU -1.94%, EWG -2.08%
  • Bottom Performers: EEMA -6.35%, EWY -5.51%, EIS -4.63%
  • Since Inception Performance: +30.28% outperforming the MSCI ACWI ex-U.S. (IXUS) by 1.48%

 U.S. Factor AIM Positioning Guide

2.28.2021

U.S. Factor AIM Portfolio returned -4.14% last week, underperforming the S&P 500 (SPY) by 1.66%

  • Top Performers: VLUE -1.19%, QUAL -2.08%, FDLO -2.19%
  • Bottom Performers: QMOM -10.77%, MTUM -6.71%, QVAL -3.48%
  • Since Inception Performance: +30.50% outperforming the S&P 500 (SPY) by 6.23%

 International Factor AIM Portfolio Positioning Guide

2.28.2021

International Factor AIM Portfolio returned -4.06% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.08%

  • Top Performers: IVLU -1.59%, EFAV -2.97%, IQLT -3.56%
  • Bottom Performers: PIE -6.46%, IMTM -5.60%, TLTE -4.29%
  • Since Inception Performance: +23.71% underperforming MSCI ACWI ex-U.S. (IXUS) by 4.65%

 U.S. Sector & Industry AIM Positioning Guide

2.28.2021

U.S. Sector & Industry AIM Portfolio returned -2.48% last week, in line with the S&P 500

  • Top Performers: KBE +0.69%, KIE +0.46%, XLF -0.31%
  • Bottom Performers: XBI -6.96%, XSD -5.83%, XAR -4.63%
  • Since Inception Performance: 29.36% outperforming the S&P 500 (SPY) by 8.73%

 Global Thematic AIM Positioning Guide

2.22.2021

Global Thematic AIM Portfolio returned -1.73% last week, underperforming the MSCI ACWI (ACWI) by 1.20%

  • Top PerformersREMX +7.03%, FINX -0.54%, GRID -0.84%
  • Bottom Performers: PBW -9.49%, IDNA -2.62%, ARKK -2.54%
  • Since Inception Performance: +80.25% outpacing MSCI ACWI (ACWI) by 51.41%

 U.S. Factor AIM Positioning Guide

2.22.2021

U.S. Factor AIM Portfolio returned -1.35% last week, underperforming the S&P 500 (SPY) by 0.69%

  • Top Performers: VLUE +0.77%, QUAL -0.66%, FDLO -0.85%
  • Bottom Performers: QMOM -5.22%, MTUM -1.93%, QVAL -1.33%
  • Since Inception Performance: +36.13% outperforming the S&P 500 (SPY) by 8.70%

 International Factor AIM Portfolio Positioning Guide

2.22.2021

International Factor AIM Portfolio returned -0.19% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.06%

  • Top Performers: TLTE +0.54%, IVLU +0.78%, PIE +0.08%
  • Bottom Performers: EFAV -1.34%, IMTM -0.53%, IQLT -0.38%
  • Since Inception Performance: +28.94% underperforming MSCI ACWI ex-U.S. (IXUS) by 4.75%

 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%

 International Region & Country AIM Positioning Guide

2.22.2021

International Region & Country AIM Portfolio returned -0.15% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.10%

  • Top PerformersVNM +2.11%, EWU +1.41%, EWT +1.16%
  • Bottom Performers: EWW -1.88%, EWM -1.36%, EWY -1.06%
  • Since Inception Performance: +35.31% outperforming the MSCI ACWI ex-U.S. (IXUS) by 1.07%

 U.S. Sector & Industry AIM Portfolio: Three Months Later

2.18.2021

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:

  • Which sector tilts exist and why
  • How we use industry-specific ETFs to "juice" beta in opportunistic areas
  • How paring back large-cap exposure and introducing equal-weight strategies influenced the portfolio
  • Why we're holding off on a full rebalance for now

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