Own the market's strongest sectors. Sidestep the crashes.
We hold the three strongest US sectors and step into bonds when markets weaken.
Sectors take turns leading.
We stay with the leaders.
“In a typical year, 40 points separate the best US sector from the worst. Owning the whole index just averages that away. We don't.”
The Sector Rotator holds the three strongest US stock sectors and moves to bonds when the whole market weakens. Since 2000 that has meant 11% a year versus 7.6% for the S&P 500. The most it has ever fallen is 22%, against 51% for the index.
One clear allocation, every month.
Each month you see which sectors lead and exactly what to hold.
| Sector | Allocation |
|---|---|
| Technology | 30% |
| Healthcare | 25% |
| Energy | 20% |
| Financials | 15% |
| Cash | 10% |
The three sectors that lead, and what changed since last month.
Follow them in about 30 minutes, then get on with your life.
The moment the model steps into bonds, you hear it first.
Let the data drive your portfolio.
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