Model record
Sector Selector ETF
Model record
$100,000.00 invested on 4/28/2011
Vs. S&P 500 Index
This portfolio is independently monitored by Hulbert Financial Digest, a Marketwatch Company.
Strategy
The goal of Sector Selector is to beat the S&P 500 using solely ETFs, primarily those representing various sectors of the market. The model may hold up to 25% in cash and must hold a minimum of 50% US equities. A maximum of 10% may be invested in each of the following: Commodity, High-Yield or Bond ETFs. A maximum of 20% may be invested in dollar-denominated Foreign Equity ETFs.
Performance
| YTD | 3 Month | 6 Month | 12 Month | Inception | Annualized | |
|---|---|---|---|---|---|---|
| Sector Selector ETF | 5.01 % | -2.89 % | -8.05 % | |||
| S&P 500 | 2.26 % | 5.83 % | -0.74 % | 5.22 % | -6.02 % | |
| Difference | -0.81 % | -2.15 % | -2.03 % |
| Qtr | Sector Selector ETF | S&P 500 | Difference |
|---|---|---|---|
| Q3 | -17.21 | -13.87 | -3.34 |
Reproduced from /Model/Sector_ETF/ as printed. Figures are historical and have not been recalculated.
Term entry: Sector Selector ETF