Sector Rotation
All Sectors Model Portfolio Weightings
This is the reference model portfolio that replicates the S&P 500 Index sector weights.
It is a base-line portfolio for allocation decisions at ETFsector.
Elev8 Model Portfolio Weightings
The Elev8 Sector Rotation Model seeks to outperform the S&P 500 using an 8 Sector allocation framework to differentiate from the benchmark while ensuring a well-diversified equity portfolio. The model selects 8 of the 11 S&P 500 GICS Sectors to allocate to each month and 3 it will avoid. It uses the Cap. from the 3 short or “zero” allocations to create active weight long positions in the 8 selected sectors.
The Elev8 Sector Rotation Model generates its position sizes using a multi-factor, trend-following process that encompasses security level and macro level inputs. It seeks to align with the strongest long-term trends in the US equity market while providing a discretionary framework for tactical allocations to take advantage of near-term opportunities or to facilitate appropriate hedging.
Equal Weight Sector Strategy
The ALPS Equal Sector Weight ETF (EQL) seeks investment results that replicate as closely as possible, before fees and expenses, the performance of the NYSE Equal Sector Weight Index (NYXLEW)
The ALPS Equal Sector Weight ETF (EQL) is an ETF of ETFs that delivers exposure to the US Large Cap Equity market by investing equal proportions in 11 Select Sector SPDRs and rebalances quarterly.
EQL delivers moderate, yet meaningful exposure to every sector of the market.
Sector Name | All Sectors Model | Elev8 Model | Equal Weight Model | |
|---|---|---|---|---|
MAT | Materials | 2.01% | — |
9.02%
|
COMM | Communication Services | 8.82% | 11.59% |
9.06%
|
ENE | Energy | 3.40% | 4.27% |
9.34%
|
FIN | Financials | 12.59% | 16.87% |
9.14%
|
IND | Industrials | 7.55% | 7.89% |
9.03%
|
TECH | Information Technology | 32.80% | 37.22% |
%
|
CONS | Consumer Staples | 5.57% | 7.03% |
9.02%
|
RE | Real Estate | 2.35% | 0.89% |
9.14%
|
UTIL | Utilities | 2.67% | — |
9.08%
|
HC | Healthcare | 11.68% | — |
9.14%
|
COND | Consumer Discretionary | 10.28% | 13.43% |
8.99%
|
