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

5.16.2021

U.S. Sector & Industry AIM Portfolio returned -1.62% last week, underperforming the S&P 500 by 0.31%

  • Top Performers: KBE +0.40%, XLF +0.26%, XLB +0.05%
  • Bottom Performers: XSD -5.73%, XHB -4.28%, FDIS -3.47%
  • Since Inception Performance: 40.49% outperforming the S&P 500 (SPY) by 7.94%

 Global Thematic AIM Positioning Guide

5.9.2021

Global Thematic AIM Portfolio returned -3.22% last week, underperforming the MSCI ACWI (ACWI) by 4.65%

  • Top PerformersREMX +5.89%, GRID +1.46%
  • Bottom Performers: ARKK -9.15%, WCLD -8.49%, SBIO -8.00%
  • Since Inception Performance: +55.45% outpacing MSCI ACWI (ACWI) by 20.19%

 U.S. Factor AIM Positioning Guide

5.9.2021

U.S. Factor AIM Portfolio returned 1.05% last week, underperforming the S&P 500 (SPY) by 0.11%

  • Top Performers: QVAL +5.19%, VLUE +3.43%, ONEV +2.49%
  • Bottom Performers: QMOM -9.65%, MTUM -2.03%
  • Since Inception Performance: +42.05% outperforming the S&P 500 (SPY) by 3.69%

 U.S. Sector & Industry AIM Positioning Guide

5.9.2021

U.S. Sector & Industry AIM Portfolio returned +1.64% last week, outperforming the S&P 500 by 0.48%

  • Top Performers: XME +13.05%, XLB +5.82%, XHB +5.35%
  • Bottom Performers: XBI -6.50%, XSD -1.15%, XAR -0.95%
  • Since Inception Performance: 42.81% outperforming the S&P 500 (SPY) by 8.49%

 International Region & Country AIM Positioning Guide

5.9.2021

International Region & Country AIM Portfolio returned 2.24% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.18%

  • Top PerformersINDA +4.19%, EWU +4.18%, EWW +3.50%
  • Bottom Performers: EIS -0.55%, EWT -0.12%
  • Since Inception Performance: +39.74% outperforming the MSCI ACWI ex-U.S. (IXUS) by 1.31%

 International Factor AIM Positioning Guide

5.9.2021

International Factor AIM Portfolio returned +2.23% last week, underperforming the MSCI ACWI ex-U.S. (IXUS) by 0.19%

  • Top PerformersIVLU +4.20%, IQLT +2.71%, TLTE +2.40%
  • Bottom Performers: PIE +0.51%
  • Since Inception Performance: +32.57% underperforming the MSCI ACWI ex-U.S. (IXUS) by 5.29%

 U.S. Sector & Industry AIM Positioning Guide

4.25.2021

U.S. Sector & Industry AIM Portfolio returned +0.26% last week, outperforming the S&P 500 by 0.38%

  • Top Performers: XBI +2.09%, XLV +1.81%, PAVE +1.05%
  • Bottom Performers: FDIS -0.82%, XLK -0.42%, XME -0.41%
  • Since Inception Performance: 41.09% outperforming the S&P 500 (SPY) by 8.48%

 U.S. Factor AIM Positioning Guide

4.25.2021

U.S. Factor AIM Portfolio returned -0.16% last week, underperforming the S&P 500 (SPY) by 0.04%

  • Top Performers: QMOM +1.09%, ONEV +0.72%
  • Bottom Performers: MTUM -0.58%, VLUE -0.57%
  • Since Inception Performance: +41.23% outperforming the S&P 500 (SPY) by 4.30%

 International Region & Country AIM Positioning Guide

4.25.2021

International Region & Country AIM Portfolio returned -0.03% last week, outperforming the MSCI ACWI ex-U.S. (IXUS) by 0.04%

  • Top PerformersEWT +2.51%, EWW +1.148%, EWN +1.13%
  • Bottom Performers: INDA -2.77%, EWU -1.07%
  • Since Inception Performance: +37.93% outperforming the MSCI ACWI ex-U.S. (IXUS) by 4.47%

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