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Examples:
True Sector Rotation®
Strategies and Portfolios


          

Example Strategies Overview
A Strategy is simply a set of up to 12 mutual funds or ETFs selected to manage an investment account. For example, a Strategy may focus on country funds, sector funds, index funds, income producing funds, or conservative bonds and treasuries. After you've selected a set of funds for your Strategy, it's the job of AlphaDroid's True Sector Rotation algorithm to determine which one (and only one) of them to own next month. It's only by owning the trend leader and avoiding trend laggards that one can simultaneously improve returns and reduce risk.

Additionally, there are example Strategy-of-Strategies and Portfolio-of-Strategies in the tables below. A Strategy-of-Strategies (SoS) reduces the risk of hindsight bias by broadening the funnel of funds that contend for leadership. With an SoS you own only the best trending fund of the best trending Strategy. A Portfolio-of-Strategies reduces the remnant risk of individual Strategies in the same way ordinary diversification reduces risk within a fund. Closely examine the risk and return performance of each to understand the ways in which they can improve investment performance.



Std. ETFs

 
   ETF Sectors / Mixed  (no leverage)

ETF Mix - II

ETF Mix - I

ETF Power Mix - II

ETF Power Mix - I

ETF Kick Ass Mix
 
  ETF International / Conservative  (no leverage)

ETF U.S. Diversified

ETF World Regions

ETF Countries - iShares

ETF Dividend Bond Treasury

ETF Black Gold Hedge
 

Mutual Funds

 
  Fidelity Mutual Funds

Fidelity High Income-Bond

Fidelity International

Fidelity Select Funds - I

Fidelity Select Funds - iI

Fidelity Select Funds - iiI
 
  Vanguard  Mutual Funds

Vanguard Income, Bond

Vanguard US Diversified

Vanguard Sectors

Vanguard Mutuals Mix-1

Vanguard Mutuals Mix-2
 

401k, PERS, TSP

 
401(k) Company Plans

401k - Amazon

401k - Del Monte

401k - Kaiser Permanente

401k - Oracle

401k - Yahoo!
 
 PERS and TSP State and Federal Plans

Texas State 401k

New York State 457 DCP-1

Connecticut State 457b

Wash. State DRS Plan 3

TSP Thrift Savings Plan
 

Strat-of-Strats

A Strategy-of-Strategies (SOS) selects the best performing Strategy from a set of Strategies. A well designed SOS will typically only perform a little better than the best Strategy in the set. However, this statement is still significant in two ways.

First, if many years ago you had selected just one Strategy from the set to own over this period, you likely would not have correctly guessed which one would have performed the best. Second, at some time in the future, some of these Strategies will likely have a performance flat tire for a period of time because the Strategy design does not include that one sector or asset class that becomes singularly important at that time. This risk of future underperformance is called Hindsight Selection Bias.

In either case, the solution is having an SOS that automatically selects the best performing Strategy from a set of Strategies when the currently owned Strategy starts underperforming for any reason. All of the underlying Strategies in these SOS examples may be viewed in other tabs on this page, and may be imported into your company Strategies Management page.
  Strategy-of-Strategies

SOS:  ETF Power Mix

SOS:  ETF Conservative

SOS:  Fidelity Global

SOS: Vanguard Global

Port-of-Strats

A Portfolio-of-Strategies utilizes the risk reduction sequence of; (1) company diversification with in funds to reduce volatility risks associated with individual companies, (2) serial diversification within Strategies to simultaneously boost returns and reduce risk by owning only trend leaders and avoiding trend laggards, and (3) Strategy diversification within a portfolio to reduce volatility associated with the sectors and asset classes owned by its Strategies.

The fifth Portfolio below, Secret SoS, adds an additional Strategy-of-Strategies layer designed to reduce the possible risk of future underperformance induced by hindsight selection bias during Strategy construction. All of the underlying Strategies in these portfolios may be viewed in other tabs on this page, and may be imported into your company Strategies Management page.
 Portfolio-of-Strategies

Portfolio:  ETF Aggressive

Portfolio:  ETF Conservative

Portfolio:  Fidelity Global

Portfolio:  Vanguard Global

Portfolio: Secret SOS




SecretSaus Fund Name Trades/Yr Log Chart  BarChart BornOnDate Min Hold  Last Trade 3Years    10Years   AllYears  chartClose StormGuard FastTrack TheScore  TheTrend  RealRisk  TheShRatio TheSoRatio TheDrawdown