Sector Rotation Separately Managed Account Strategy
Overweight Positive-Trending S&P Sectors Underweights (Or Excludes) Sectors with Negative Trends
The Sector Rotation Strategy applies the Blueprint Investment Partners systematic investing process to the 11 S&P sectors. This repeatable trend-following process creates a portfolio that seeks to consistently allocate heavily to sectors exhibiting positive trend signals while minimizing exposure to areas with negative trends. When limited uptrends exist, the strategy can hold short-term fixed income and cash equivalents.
The goal is to provide financial advisors with:
- A portfolio capable of providing repeatable alpha
- Tax-friendly outcomes
- Risk management
Snapshot
| Overview | Sector-diversified portfolio reflecting areas of the market that are exhibiting positive trends |
| Investing Process | Uses systematic investing to dynamically adjust the portfolio’s allocations on a monthly basis |
| Tax Treatment | Ongoing tax-loss harvesting through trend following |
Built with Intentionality For Financial Advisors
Our Sector Rotation SMA is built with intentionality, seeking to:
Be highly accessible for financial advisors to use in their practices
Use transparent, repeatable, and straightforward rules advisors can actually explain to clients in plain English
Generate returns while also seeking to preserve capital during prolonged market downtrends
Optimize for behavioral finance by removing human bias during emotionally charged market environments
Diversify broadly across market segments
Manage risk through trend following, moving away from sectors in downtrends and into those showing strength
Protect against substantial downside losses
Dynamically adjust holdings on a monthly basis
Provide tax-friendly outcomes through ongoing tax-loss harvesting
Let's Talk
If you’d like to learn more about our risk-managed Sector Rotation Strategy