Navellier Tactical US Equity Sector Plus featuring AlphaDEX® Portfolio has moved up to the #1 spot over 3-year period as ranked by Morningstar® Advisor
(as of February 12, 2019)
Navellier Tactical US Equity Sector Plus featuring AlphaDEX® Portfolio is also 5-Star rated Overall by Morningstar® Advisor
Reno, Nevada —February 15, 2019
Navellier & Associates announces that its Navellier US Equity Sector Plus featuring AlphaDEX® Portfolio, over 3 years, has moved up one rank to first place utilizing Smart Beta ETFs out of 460 GIPS compliant managers according to Morningstar® Advisor (as of February 12, 2019).
Louis Navellier, Chief Investment Officer, is immensely proud of the Navellier US Equity Sector Plus featuring AlphaDEX® Portfolio’s 3-year performance and its progress to the #1 spot during the current volatile market.
Navellier Tactical US Equity Sector Plus featuring AlphaDEX® Portfolio has moved up to the #1 spot over 3-year period as ranked by Morningstar® Advisor (as of February 12, 2019) Tweet
US Equity Sector Plus featuring AlphaDEX is a tactical portfolio that has successfully sold smart Beta stock ETFs and invested in Treasury ETFs staggered along the yield curve. Specifically, this portfolio was invested in Treasury ETFs between August 2015 and July 2016, so it profited from falling Treasury yields and the surprising Brexit vote. Interestingly, US Equity Sector Plus featuring AlphaDEX also sold smart Beta stock ETFs and invested in Treasury ETFs in October 2018.
Portfolio manager, Michael Garaventa, said, “Our investment in Treasury ETFs continues to benefit from Treasury yields meandering lower from slowing global growth, a strong U.S. dollar, and international capital flowing into Treasury securities. Brexit on March 29, 2019 may cause an additional spike down in Treasury yields that may benefit the portfolio and allow us to sell our Treasury ETFs at a nice profit. Typically, when US Equity Sector Plus featuring AlphaDEX is not invested in Treasury ETFs, most of the time this portfolio is invested in the top six industry sector ETFs. Due to a decelerating earnings environment that is partially caused by a strong U.S. dollar hindering multinational stocks, the First Trust AlphaDEX ETFs are expected to continue to outperform capitalization weighted ETFs for the foreseeable future.”
Navellier & Associates’ head trader, Pete Koelewyn, has navigated ETF trading not only through the 2018 year end correction but during other challenging fast market conditions (e.g., August 2015 Flash Crash, September 2016 Brexit Aftermath, and February 2018) since the inception of these Tactical ETF portfolios. “Understanding how ETFs trade with their fluctuating premiums and discounts to their underlying intrinsic value can be as important as investment selection,” opined Koelewyn, who added that, “We are immensely proud of the contribution that our real world trading experience has on returns.”
Navellier & Associates has long been a proponent of actively managed ETF portfolios and has written ground breaking white papers on ETF trading, such as, ETF Doom Sharks: What really caused the market meltdown in 2018?
Each week, in Navellier Marketmail, thought provoking commentary is featured by five stock market veteran contributors. It discusses the latest market developments, covering their impact on global markets, sector performance, and dividend strategies.
Navellier & Associates, Inc. is a registered investment adviser under the Investment Advisers Act of 1940, as amended (the “Advisers Act”). Navellier & Associates, Inc. provides investment advisory services and manages investment advisory accounts for taxable and tax-exempt clients, including individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations, pension plans, Taft-Hartley plans, and open-end investment companies.
This information is general and does not take into account your individual circumstances, financial situation, or needs, and is not presented as a personalized recommendation to you. This is for informational purposes only and should not be taken as an offer to buy or sell any financial instruments and should not be relied upon as the sole factor in your investment making decisions. Individual strategies discussed may not be suitable for you, and it should not be assumed they were or will be profitable. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. Navellier & Associates, Inc. claims compliance with the Global Investment Performance Standard (GIPS) and has prepared and presented this report in compliance with GIPS standards. A copy of this verification report is available upon request. All investing is subject to risk, including the loss of your principal.
CONTACT: Tanya Alexander
Navellier & Associates, Inc.
775-785-2300 | navellier.com