ETF Prior Outlooks

ETF Driven Strategy

2021 August FSI Sector Outlook

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...

2021 July FSI Sector Outlook

The S&P 500 ended the month of June with its fifth consecutive monthly gain and the index has now been up seven of the last eight months, which is quite impressive considering it has been battling several macro worries since the end of 1Q21. Our key indicators remain quite supportive...

2021 June FSI Sector Outlook

The resilient S&P 500 keeps grinding higher putting in its fourth consecutive monthly gain after starting the year down during January. The rally has continued despite the growing macro anxieties by forecasters and institutional investors. Our research is still constructive for the U.S. equity markets, and it is still flashing clear...

2021 May FSI Sector Outlook

The S&P 500 continues to power higher despite the ongoing worries that appear to be growing from some vocal growling bears. We have commented in our previous updates that the ongoing rally is certainly “Climbing the Wall of Worry”. Now we are entering a period that has been referred to...

2021 April FSI Sector Outlook

Following the equity market decline that occurred during 1Q20 as a result of COVID and the lockdowns of economies all over the world, the S&P 500 has now posted its fourth consecutive positive return quarter as 1Q21 has come to an end. The impressive rally has been one that fits the classic...

2021 March FSI Sector Outlook

The beginning of 2021 has already seen some wild intra-month swings. January saw the S&P 500 race ahead over 3% but ended the month down a bit more than 1%. For different reasons, February experienced a similar pattern as it also started the month strongly as the index rallied about...

2021 February FSI Sector Outlook

As we flipped the calendar from 2020 to 2021, investors were more than happy to leave the Year of the Rat and optimistically shift towards a return to normalcy and better times ahead in the Year of the Ox, which is close enough to a bull for us. However, January...

2021 January FSI Sector Outlook

The S&P 500 in December kept its upward momentum and rewarded investors with another solid rise of over 3% following the impressive gains it had in November The month was a bit choppy as the index stair-stepped higher while Congress continued to struggle with getting the much anticipated fiscal stimulus package...

  • FSI Sector Allocation
December 29, 2020

2020 December FSI Sector Outlook

Despite the ongoing election controversies and the continued rise in COVID19 cases, November has been a great month for equity markets. Indeed, the Standard & Poor’s 500 index has risen over 10%, again reaching all time highs during the month. Importantly, there have been positive developments on the COVID19 vaccine...

  • FSI Sector Allocation
November 30, 2020

2020 November FSI Sector Outlook

After a challenging September, October started off promising with the hopes that an agreement on a new fiscal stimulus would get passed. Indeed, the S&P 500 rallied nearly 5% to its October 12th peak near 3550 only to get disappointed by the lack of and agreement. The back half of...

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  • FSI Sector Allocation
October 27, 2020

2020 October FSI Sector Outlook

September has not been friendly to equity investors as it has posted the first decline of greater than 10% since the important March 23 trough near S&P 2200. That level was not only the nadir for 2020 but was also the lowest point for equities dating back to 4Q16. Although...

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