Exchange-Traded Fund Strategy


The Exchange-Traded Fund (ETF) Strategy invests in a mix of exchange-traded funds to gain exposure to US and International equity markets. The strategy typically invests in 5-6 core ETFs that make up about 50-70% of the weighting. These core holdings are US-focused and resemble the full breadth of the markets, including large-cap, mid-cap, small-cap, value, and growth. The remaining 30-50% is invested in about 10 satellite ETFs that are more targeted to specific portions of the US or international markets. The core holdings remain invested for the long-term while the satellite holdings are traded more frequently. A large portion of the satellite holdings are sector ETFs that are picked using technical and fundamental criteria.