See the master list of all thematic investing ETF themes here. Selecting a reputable and trustworthy partner to entrust your clients’ assets is a must once the decision to outsource has been made. additional risks, as the share prices of small-cap companies and certain mid-cap companies are before you invest. The first step in the selection process is to identify the universe of stocks from which the portfolio is selected. Our Relative Strength calculation is designed to target long-term themes of outperformance, while also remaining responsive enough to allow for rotation when market trends necessitate. Model Start Date: 9/30/2016. You should consider the portfolio's investment objectives, risks, and available information. Join other Individual Investors receiving FREE personalized market updates and research. Holdings data for other ETFs in the Hedge Fund ETFdb.com Category is presented in the following table. Of course, Thank you for your submission, we hope you enjoy your experience. Statements expressed or information contained on this site shall in no way constitute investment advice or a recommendation to purchase or otherwise trade an investment. Defense With International Stocks. KKM Financial is a Registered Investment Advisor registered with the Securities Exchange Commission. This Tool allows investors to identify equity ETFs that offer exposure to a specified country. Our Model Portfolios leverage tax-efficient, low cost ETFs as core building blocks. condition of the stock market. ETFdb has a rich history of providing data driven analysis of the ETF market, see our latest news here. KKM’s 4 model portfolios can assist Advisers in obtaining objectives alongside with their clients’ goals in focus. equity securities of foreign issuers is subject to additional risks, including currency fluctuations, political Dorsey Wright Relative Strength Dividend. selected by DWA using their proprietary investment process and is designed to be held over the fixed 15-month term of the trust. The next step in the process is to determine the portfolio's sector exposure. Artificial Intelligence is an area of computer science that focuses the creation of intelligent machines that work and react like humans. Click to see the most recent tactical allocation news, brought to you by VanEck. ESG Investing is the consideration of environmental, social and governance factors alongside financial factors in the investment decision–making process. risks, withholding, the lack of adequate financial information, and exchange control restrictions impacting Dorsey, Wright & Associates A Tactical Approach to Portfolio Management. The KKM Tactical Rotation Model seeks to identify major themes in the market, have exposure to those sectors controlled by demand, and eliminate exposure to those sectors controlled by supply. Click to see the most recent ETF building blocks news, brought to you by ALPS. Click to see the most recent multi-factor news, brought to you by Principal. One of the securities held by the trust is issued by a foreign entity. Please help us personalize your experience.

The index uses a screening method on large and mid-cap U.S. stocks on the sector level to choose those with the greatest momentum. Designed to aggressively help investors pursue long-term growth opportunities domestically as well as internationally. Model Start Date: 9/30/2016, Developed ex-US Dynamic FX Hedged Model invests in three securities in an equal dollar-weighted manner and is evaluated weekly. All Right Reserved. An investment in this unmanaged unit investment trust should be made Dorsey, Wright & Associates (DWA) is a registered investment advisory firm whose business includes Investors can compare two ETFs head-to-head, making it easy to decide between potential ETF investments. relation to its peers. The Dorsey Wright Relative Strength Dividend Portfolio is a unit investment trust which invests in stocks
often more volatile than those of larger companies due to several factors, including limited The index uses a screening method on large and mid-cap U.S. stocks on the sector level to choose those with the greatest momentum. Check your email and confirm your subscription to complete your personalized experience.
volatile interest rates and economic recession. Join other Institutional Investors receiving FREE personalized market updates and research. foreign issuers. Most importantly, this systematic and rules-based approach eliminates the subjective or “emotional” trades, as the calculation is derived from price data alone. iShares® and BlackRock® are registered trademarks of BlackRock, Inc. and its affiliates (“BlackRock”) and are used under license. Click to see the most recent innovative ETF news. downturn or recession. The Dorsey Wright Relative Strength Dividend Portfolio is a unit investment trust which invests in stocks selected by DWA using their proprietary investment process and is designed to be held over the fixed 15-month term of the trust.