Last month I added a US sector portfolio to Scott’s Investments which tracks the performance of a portfolio purchasing the top 1 ETF each month based on the ETF with the highest 6 month performance. For some historical backtests, please read last month’s post. Please note the portfolio is hypothetical and for informational and tracking purposes and not an investment recommendation.
The 6-month sector strategy/signal is tracked on other sites such as CXO Advisory and I thought it would be helpful to track it in a hypothetical portfolio with a $10,000 starting value. As with the other portfolios I track, the new format will be to post the current signal/position on the portfolio page of Scott’s Investments but the historical trades and dividend data will be tracked offline in order make the data tracking procedure more efficient. Performance metrics will be posted on a monthly basis.
Now you can follow me on Stocktwits and Twitter!
The nine ETFs used as the pool of investments are below:
| Symbol | Name | ||
| XLB | Materials Select Sector SPDR | ||
| XLE | Energy Select Sector SPDR | ||
| XLF | Financial Select Sector SPDR | ||
| XLI | Industrial Select Sector SPDR | ||
| XLK | Technology Select Sector SPDR | ||
| XLP | Consumer Staples Select Sector SPDR | ||
| XLU | Utilities Select Sector SPDR | ||
| XLV | Health Care Select Sector SPDR | ||
| XLY | Consumer Discret Select Sector SPDR |
Last month the portfolio purchased XLU. That position was sold at the close January 31st and the proceeds used to purchase XLV. Since inception (just 1 month at this point) the portfolio is down 2.66% due to the under-performance of XLU in January.
No current positions in stocks mentioned
