ETF Current Outlook

ETF Driven Strategy

August Outlook

Tickers on this report: $XLF

After some consideration, we are adjusting our ETF Sector Allocation product to be updated quarterly rather than monthly. We believe that by rebalancing this product every quarter rather than monthly, we can increase returns by circumventing taxes that can otherwise undermine performance. The ETF Sector Allocation product was created for investors whose performance is tied to a benchmark, so every piece of outperformance helps. The goal of the product is to outperform the S&P 500 while taking on minimal additional risk.

While this will be the policy in the future, we will also reserve the right to adjust allocations on an intra-quarter basis if there are exceptional circumstances. In addition to this change in the product, we will be adjusting allocations to reflect Tom’s downgrade of the Financial Sector to Neutral ($XLF). The extra weighting freed up by the Financial sector will be redistributed evenly to the remaining sectors that have an above-market weighting.

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