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

 U.S. Sector & Industry AIM Positioning Guide

6.20.2021

U.S. Sector & Industry AIM Portfolio returned -1.07% last week, underperforming the S&P 500 by 0.68%

  • Top Performers: XLK +0.08%
  • Bottom Performers: XME -12.27%, KBE -6.93%, XLB -6.25%
  • Since Inception Performance: 39.13% outperforming the S&P 500 (SPY) by 6.67%

 Global Thematic AIM Positioning Guide

6.20.2021

Global Thematic AIM Portfolio returned -1.40% last week, outperforming the MSCI ACWI (ACWI) by 0.69%

  • Top PerformersWCLD +5.32%, ARKK +2.39%, FINX +2.31%
  • Bottom Performers: REMX -6.59%, BETZ -5.83%
  • Since Inception Performance: +60.78% outpacing MSCI ACWI (ACWI) by 26.63%

 U.S. Factor AIM Positioning Guide

6.20.2021

U.S. Factor AIM Portfolio returned -1.72% last week, underperforming the S&P 500 (SPY) by 1.33%

  • Top Performers: QUAL -1.98%
  • Bottom Performers: VLUE -4.81%, ONEV -4.12%
  • Since Inception Performance: +36.61% outperforming the S&P 500 (SPY) by 0.16%

 Global Thematic AIM Positioning Guide

6.13.2021

Global Thematic AIM Portfolio returned +2.55% last week, outperforming the MSCI ACWI (ACWI) by 2.14%

  • Top PerformersSBIO +7.40%, WCLD +6.49%, IDNA +6.32%
  • Bottom Performers: REMX -4.23%, ROBO -0.11%
  • Since Inception Performance: +63.06% outpacing MSCI ACWI (ACWI) by 26.06%

 U.S. Sector & Industry AIM Positioning Guide

6.13.2021

U.S. Sector & Industry AIM Portfolio returned +0.46% last week, outperforming the S&P 500 by 0.06%

  • Top Performers: XBI +7.16%, XLV +2.01%, FDIS +1.40%
  • Bottom Performers: KBE -2.54%, XLF -2.37%, XLB -2.04%
  • Since Inception Performance: 43.24% outperforming the S&P 500 (SPY) by 8.23%

 U.S. Factor AIM Positioning Guide

6.13.2021

U.S. Factor AIM Portfolio returned -0.25% last week, underperforming the S&P 500 (SPY) by 0.65%

  • Top Performers: QMOM +1.44%, QUAL +0.54%
  • Bottom Performers: VLUE -0.72%, MTUM -0.44%, QVAL -0.38%
  • Since Inception Performance: +41.90% outperforming the S&P 500 (SPY) by 2.82%

 International Region & Country AIM Positioning Guide

6.13.2021

International Region & Country AIM Portfolio returned -0.15% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.23%

  • Top PerformersEWW +2.61%, EIS +1.29%, BBEU +0.89%
  • Bottom Performers: EWY -1.24%, EEMA -1.04%
  • Since Inception Performance: +42.05% outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.77%

 Global Thematic Playbook

6.9.2021

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

  • Relatively small flows across thematic segments over past week; $217 million net inflows for Evolving Consumer segment
  • ARK Innovation ETF (ARKK) sees $254 million net outflows, $844 million net out over past month
  • Industrial Revolution segment best performer in May (+1.11%) while FinTech worst (-4.23%)
  • Best performing thematic ETF over past month? Direxion Moonshot Innovators ETF (MOON +14.50%)

 Global Thematic AIM Positioning Guide

6.8.2021

Global Thematic AIM Portfolio returned +0.90% last week, outperforming the MSCI ACWI (ACWI) by 0.07%

  • Top PerformersREMX +5.59%, PBW +3.97%, SRVR +3.15%
  • Bottom Performers: ARKK -2.31%, WCLD -0.54%, SBIO -0.49%
  • Since Inception Performance: +59.01% outpacing MSCI ACWI (ACWI) by 22.57%

 U.S. Sector & Industry AIM Positioning Guide

6.6.2021

U.S. Sector & Industry AIM Portfolio returned +0.23% last week, underperforming the S&P 500 by 0.38%

  • Top Performers: XAR +1.96%, XLF +1.26%, RYT +1.20%
  • Bottom Performers: XHB -1.88%, XLV -1.22%, XBI -1.05%
  • Since Inception Performance: 42.58% outperforming the S&P 500 (SPY) by 8.11%

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