Tactical Sector Rotation

The Factor-Based Tactical Sector Rotation Strategy allocates across the 10 S&P 500 sectors based on the Leading Economic Indicator (LEI) year-over-year and the business cycle phase. Each phase—Decline, Recovery, Early, Late, and Rebound—favors different sectors that historically outperform in that environment.

• Monday, March 2nd, 2026
• Wednesday, April 1st, 2026
• Friday, May 1st, 2026

• Target long-term capital appreciation through systematic sector rotation.
• Outperform the S&P 500 Total Return over full business cycles.
• Reduce drawdowns by rotating into defensive sectors during economic decline.

You have a medium to long investment horizon (5+ years) and medium to high risk tolerance. Consider this strategy if you seek a rules-based approach that adapts sector exposure to the business cycle, with the potential for lower drawdowns than a buy-and-hold S&P 500 approach.