Model Portfolios - Overview

Portfolio objective

All our model portfolios are investing in the top leaders of our weekly published ETF Momentum Heat Maps. We buy those top ranked index- and sector ETFs and hold them as long as they have a high ranking in our ETF Heat Map. In total, we are offering our members four different model portfolios:

• The Global ETF High Conviction Portfolio (ETFs from different asset classes, all quoted in USD, which is available in the U.S. and Canada)
• The WSC Sector Rotation Strategy (invests in the strongest SPDR Sector Funds)
• The WSC Global Tactical Asset Allocation Strategy (invests in the strongest global indexes, all quoted in local currency)
• The WSC All Weather Portfolio (a multi-asset class portfolio)

Click to access our 4 different model portfolios:

		Global ETF High Conviction Portfolio
		WSC Sector Rotation Strategy
		WSC Global Tactical Asset Allocation Strategy
		WSC All Weather Portfolio

For further information, please visit our Seeking Alpha blog or download our article "Modern Portfolio Theory 2.0 - The Most Diversified Portfolio" as pdf-file.

Example: How To Read Our Weekly ETF Model Portfolio Advice

Main distinguishing features of our proprietary ETF Model Portfolios

Criteria		WSC Global ETF High Conviction Portfolio		WSC Sector Rotation Strategy		WSC Global Tactical Asset Allocation Strategy		WSC All Weather Portfolio
Currency		US Dollar		US Dollar		Local Currency		US Dollar
Asset Classes		Equity/Commodities/Bonds ETFs		SPDR Sector ETFs		Local Market Indices		Equity/REIT/Gold/ Bonds ETFs
Investment Universe		North America/Europe/ EMEA/Asia Pacific/Latin America/Global Emerging Markets		S&P North American Sector Indices		North America/Europe/ EMEA/Asia Pacific/Latin America		North America
Amount of Underlying ETF/ Indices		48		11		38		9
ETF Available		US/Canada		US/Canada		Depends on local providers		US/Canada
Leveraged Underlying		No		No		No		No
Updated		Weekly		Weekly		Weekly		Weekly
Holds ETF Until		Buys 1 Ranked ETF & Exit The Trade if it drops to Nr. 5		Buys all ETF which are above mean scoring and > S&P 500		Buys Top 5 Ranked ETF & Exit The Trade if it drops to Nr. 11		Diversification contribution within portfolio remains positive
Launch		05/26/2000		01/15/1999		01/13/1995		12/16/2005
Annualized Return		25.9%		7.7%		21.4%		11.0%
Maximum Drawdown		-33.7%		-26.6%		-17.5%		-15.5%
Annualized Std. Dev.		28.7%		16.1%		12.3%		9.0%
Avg. Trades/Month		0.8		3.8		2.9		4.0
Max. Weekly Loss		-25.0%		-18.3%		-7.8%		-3.2%
Max. Weekly Gain		15.4%		8.4%		8.4%		4.6%
Best Month		27.9%		19,0%		18.0%		8.8%
Worst Month		-26.9%		-11.8%		-7.0%		-7.0%
Min. Holdings		1		1		1		2
Max. Holdings		1		7		5		9
Min. Equity Exposure		0%		66.6%		0%		0%
Max Equity Exposure		100%		100%		100%		100%
Short Positions		No		No		No		No
Underlying Heat Map		Global ETF Momentum Heat Map Weekly		SPDR Sector Momentum Heat Map Weekly		Global Market Momentum Heat Map Weekly		No Heat-Map (Diversification only)
Investment Target		High Performance		Limit the downside during a bear market & profit at least as much as the market does during a bull market		Trade global markets in local currency with discipline - The perfect strategy for non-U.S. investors!		Positive Performance
Risk Management Indicator		Global Relative Strength Index		WSC Sector Momentum Indicator		WSC Global Momentum Indicator		No
Bear Market Portfolio/ RM Indicator Bearish		5 U.S. Treasuries ETFs		1 Money Market ETF,  1 Health Care - &  1 Consumer Staples ETF		1 Money Market ETF		Maximum Diversification Portfolio
Weighting of Portfolio Holdings		100%  in one ETF or 20% each Treasury ETF		All ETFs are equally  weighted		All ETFs are equally  weighted		According to investment advice
Risk		High		Moderate		Moderate		Low
		EQUITY/COMMODITY/BONDS		SPDR SECTOR ETF		LOCAL MARKET INDICES		EQUITY / REIT / GOLD/ BONDS