Diversified Markets Basic ETF Rotation System Performance
This page tracks the hypothetical and actual performance of the Basic ETF Rotation System. The actual performance is based on an initial account allocation of $5,000 and the hypothetical performance is based on total returns applied to a $10,000 investment.
Note: Hypothetical performance numbers use adjusted close data from Yahoo Finance.
Additional commentary on the ETF Rotation Systems is available in the Market Momentum Newsletter.
Hypothetical Performance:
Actual Positions:
Historical Rankings:
Current month rankings are published in the Market Momentum Newsletter, which is available shortly before the end of every month.
January 31, 2014 (February holdings)
1. $TLT – iShares Barclays 20+ Year Treasury Bond
2. $IYR – iShares Dow Jones U.S. Real Estate ETF
December 31, 2014 (January holdings)
1. $IWM – iShares Russell 2000 Index ETF
2. $IYR – iShares Dow Jones U.S. Real Estate ETF
November 28, 2014 (December holdings)
1. $IYR – iShares Dow Jones U.S. Real Estate ETF
2. $SPY – SPDR S&P 500 ETF