Portfolio - Sectors


Sector Related

Description

This portfolio employs our wavelet approach to sectors of the economy.

The portfolio uses State Street Sector ETFs. The list does not change but the weightings to each sector does change each week.

The graph above represents the equity from following the portfolio in the past.

In the Details section below, the Assets tab shows the range that each currently active asset allocation can achieve.

Total position allocation is set to 80.00% of account

Details

Assets

Assets Percentage
IYR 0 - 6.68%
XLB 0 - 11.66%
XLI 0 - 17.42%
XLU 0 - 14.12%
XLY 0 - 13.03%

Metrics

Metric Measure
Account Sectors
SharpRatio 2.58
SortinoRatio 3.67
PercentWins 72.18%
AveWin 2.78%
AveLoss -1.71%
AveWinLoss 1.63
MedianDD -2.73%
MaxDD -8.32%
Rolling Year Return 12.27%
Annualized Return (CAGR) 18.50%
CalmarRatio 6.06

See also