Actively Managed ETF Strategies
Strategies created by Portfolio Manager, Tyler Vanderbeek, CMT using relative strength, momentum, and technical indicators.
Available on Schwab Marketplace platform, or trade signals.
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Monthly evaluation.
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Top ranked U.S. Stock Market ETF bought at 100% allocation.
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Cash as option if broad weakness.
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Daily evaluation.
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High Yield bond ETF bought if indicator is positive.
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Cash is used if indicator is negative.
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Monthly evaluation.
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Top two International Developed country ETFs held equally weighted.
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Cash as option if broad weakness.
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Monthly evaluation.
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Top global asset class ETF held at 100% weighting.
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Cash as option if broad weakness.
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DISCLAIMER This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site or any other statement or statements regarding market or financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any error or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.
ETF strategies created by Tyler Vanderbeek and Connect Financial, LLC include backtesting and hypothetical performance prior to 2014 and is for illustrative purposes only. Past performance is no guarantee of future performance. These fact sheets are not intended to and do not predict or show the actual investment performance of any account. Investors should do their own due diligence before investing.