Products

Global Equity

Candidate ETFs for the portfolio track U.S. Treasuries, U.S. large cap, U.S. mid/small cap, developed foreign and emerging market stocks. ETFs are ranked at the end of every month according to a relative strength score using three different proprietary formulas that take into account the price movement and volatility of each ETF. The portfolio consists of the top ranked ETF or cash from each formula. The portfolio will hold 1-3 ETFs.

Global Bond

Candidate ETFs for the portfolio track most major global bond asset classes, including various classes of government, corporate, municipal, and foreign bonds. ETFs are ranked at the end of every month according to a relative strength score using two different proprietary formulas that take into account the price movement and volatility of each ETF. The portfolio will hold the top two ranked ETFs or cash from each formula. The portfolio will hold 2-4 ETFs.

Global Income

Candidate ETFs for the portfolio includes all ETFs from the Global Bond AlphaRotation® strategy and also includes other “income” ETFs/ETNs that cover MLPs, REITs, preferred stocks, dividend paying stocks, and convertible bonds. ETFs are ranked at the end of every month according to a relative strength score that takes into account the price movement and volatility of each ETF. The portfolio will hold the top 2 ranked ETFs.

U.S. Sector

Candidate ETFs for the portfolio track U.S. Sectors and Asset classes utilizing First Trust AlphaDEX ETFs. ETFs are ranked at end of month for highest relative strength.  Rules-based, technical trend overlay for exit to cash for downside protection.

High Yield

The Index systematically rotates between corporate high-yield bonds and cash using a rules-based approach that determines the trend of the price of high-yield bonds.

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