The iGlobalShares Country Passport portfolio has reached its three-year anniversary in the black while its benchmark MSCI All World ex-US is down over 15% during the same period.
The portfolio challenges conventional index country weightings by rotating country ETFs based on a proprietary model driven by value, momentum and macro factors.
Normally, the portfolio contains 10-15 country ETFs with a maximum allocation of 15% to any one country. Cash levels can be as high as 30% at times and efforts are made to achieve a balanced diversification both geographically and between developed and emerging markets. Recent additions to the portfolio have been the Nordic ETF (GXF), Taiwan (EWT) as well as Germany (EWG).
iGlobalShares is actively seeking funding and distribution partnerships and is planning to launch an actively managed ETF based on its country rotation strategy. iGlobalShares also manages a global alpha (long/short) portfolio which was founded in January 2008.
For more information, please go to iGlobalShares.com or call founder Carl Delfeld at 719.264.1503.
The portfolio challenges conventional index country weightings by rotating country ETFs based on a proprietary model driven by value, momentum and macro factors.
Normally, the portfolio contains 10-15 country ETFs with a maximum allocation of 15% to any one country. Cash levels can be as high as 30% at times and efforts are made to achieve a balanced diversification both geographically and between developed and emerging markets. Recent additions to the portfolio have been the Nordic ETF (GXF), Taiwan (EWT) as well as Germany (EWG).
iGlobalShares is actively seeking funding and distribution partnerships and is planning to launch an actively managed ETF based on its country rotation strategy. iGlobalShares also manages a global alpha (long/short) portfolio which was founded in January 2008.
For more information, please go to iGlobalShares.com or call founder Carl Delfeld at 719.264.1503.
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