6 min readBy Beqa Bumbeishvili ETF Insider
FDMO VS SPMO
Compare the FDMO and SPMO ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
Day Hagan Asset Management serves as the investment advisor for the SSUS ETF, actively managing its portfolio using proprietary investment models co-developed with Ned Davis Research. SSUS is categorized as a fund of funds, primarily investing in unaffiliated equity exchange-traded funds (ETFs) that track the performance of individual sectors of the S&P 500 Index. The fund aims to enhance returns relative to the Index by strategically overweighting and underweighting its exposure to sectors based on its risk management model, which combines sector-specific indicators to guide allocation decisions and manage market risk effectively.
While the SSUS ETF focuses on actively managing its portfolio using proprietary investment models, dividend distribution remains a factor for investors. Dividends are sourced from the underlying ETFs that track sectors of the S&P 500 Index, and distribution frequency typically aligns with the dividend policies of these ETFs. Investors should note that dividend eligibility and distribution are subject to the performance and dividend policies of the individual ETFs within the SSUS portfolio, which may vary based on marke
Tracking the performance of individual sectors within the S&P 500 Index is the primary objective of the SSUS ETF. Managed by Day Hagan Asset Management, the fund utilizes proprietary investment models co-developed with Ned Davis Research to actively manage its portfolio. SSUS seeks to enhance returns relative to the index by strategically overweighting and underweighting exposure to sectors based on the risk management model's assessment. With a diversified allocation across sectors including real estate, utilities, information technology, and more, SSUS aims to provide investors with a dynamically managed approach to capturing opportunities within the S&P 500 Index.
The correlation aspect of the Day Hagan U.S. Sector Rotation ETF (SSUS) is essential in understanding its behavior concerning the individual sectors of the S&P 500 Index. As SSUS actively manages its portfolio using proprietary models developed with Ned Davis Research, its correlations with various sectors can provide insights into sector rotation strategies. Investors can utilize SSUS's correlation data to make informed decisions regarding sector allocation, enhancing portfolio returns relative to the S&P 500 Index. For deeper analysis of SSUS's correlations and sector exposure, investors can leverage ETF Insider's web app, which provides comprehensive visualization tools and data insights into U.S. ETFs, allowing them to uncover correlations and sector overlaps effectively.
The SSUS ETF, managed by Day Hagan Asset Management in collaboration with Ned Davis Research, is designed as a fund of funds that primarily invests in unaffiliated equity exchange-traded funds (ETFs) tracking the performance of individual sectors of the S&P 500 Index. As of June 30, 2023, the sectors comprising the index include real estate, utilities, consumer staples, information technology, healthcare, financials, energy, consumer discretionary, materials, industrials, and communications services. The ETF dynamically adjusts its sector allocations using a sophisticated model that considers various price-based, economic, fundamental, and behavioral indicators to generate sector allocation recommendations. Additionally, the ETF employs a risk management model that determines its overall equity allocation target based on a combination of technical, monetary, economic, valuation, and sentiment indicators. During periods of market uncertainty, the ETF may reduce its exposure to equities by up to 50% and hold assets in cash and cash equivalents, including U.S. Treasury securities and money market funds. The fund aims to enhance returns relative to the index by overweighting or underweighting its exposure to sectors based on its risk management model's readings, which reflect the net percentage of bullish indicators.
The Day Hagan Seasonal Sector Rotation ETF (SSUS) is designed to provide exposure to various sectors of the S&P 500 Index through a dynamic and actively managed approach. Utilizing proprietary investment models developed with Ned Davis Research, the ETF aims to enhance returns relative to the index by strategically overweighting and underweighting sectors based on a combination of price-based, economic, fundamental, and behavioral indicators. As of June 30, 2023, the sectors included in SSUS are real estate, utilities, consumer staples, information technology, health care, financials, energy, consumer discretionary, materials, industrials, and communications services. The ETF's risk management model further dictates its overall equity allocation target, allowing for adjustments in exposure based on prevailing market conditions. For investors seeking a methodical and adaptive approach to sector rotation within the S&P 500, SSUS offers a unique opportunity to potentially capitalize on changing market dynamics.
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6 min readCompare the FDMO and SPMO ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
5 min readThe article "What is the PHO ETF?" provides a detailed examination of the PHO (Invesco Water Resources ETF), an exchange-traded fund focused on companies involved in the conservation and purification of water. It elaborates on the fund's investment strategy, asset allocation, and past performance, along with the potential risks and returns. This article is an essential read for investors who are considering diversifying their portfolio with sector-specific ETFs.
4 min readHEWG VS fgm are specialized investment funds that focus on a diverse range of sectors in the financial market. these exchange-traded funds offer investors exposure to various industries and companies, presenting potential growth opportunities and risks. it's essential to understand the underlying assets and strategies of these etfs before considering an investment.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
