Industry ETFs And ARK ETFs Portfolios
We discussed our industry ETF rotation portfolio in newsletter June 29, 2020: Industry Sector ETF Rotation With Composite Momentum last year. We have tracked a Fidelity Select fund rotation portfolio for almost 10 years (see the portfolio on Advanced Strategies page). The industry ETFs portfolio is relatively new and now it’s a good time to review this portfolio.
For reviews of our advanced US stock portfolios, see the list of newsletters:
- December 14, 2020: Style and Factor ETFs Portfolio Reviews
- June 29, 2020: Industry Sector ETF Rotation With Composite Momentum
- June 22, 2020: Industry Sector Rotation With Composite Momentum
- April 20, 2020: Multi-Factor ETFs and Rotation
Industry ETFs Portfolio vs. Fidelity Select Funds Portfolio
Again, please read this previous article on the details of the two portfolios. As a reminder, we require the candidate ETFs in the portfolio to have at least $500 AUM (Asset Under Management).
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