Diversified exposure with low volatility of returns
Smart Beta USA holds a balanced portfolio of US-listed ETFs covering a variety of market segments. Holdings are rebalanced monthly based on the relative momentum, volatility and correlation of the individual components. The model’s goal is to generate long term returns with a low volatility of return.
Subscribe to the Smart Beta USA model portfolio and gain access to monthly rebalance percentages. Access the model information via the website and have the signals sent direct to your email inbox.
- Holds a balanced portfolio of USA-listed diversified ETFs
- Exposure to a variety of non-correlated market segments
- Rebalanced monthly
- Smooth consistent returns
- Low volatility of returns
Compound Annual Return: 6.0%
Max Historical Drawdown: 14%
Average Volatility of Returns: 7%
ETFs Held in Portfolio: 3