Friday, January 13, 2017

ETF Global Dynamic Model Portfolios

Friday, January 13, 2017 - The ETFG Dynamic Model Portfolios (4 Base Portfolios and 8 “Tilts”) continued to perform well in wrapping up 2016 - updated portfolio performance may be viewed here:  ETF Global Dynamic Model Portfolio Performance through 4Q 2016

All information on the program including Components, Asset Class, Geography and Focus exposure for the ETFG Model Portfolio Program is available under the “Model Portfolios” Tab at

In looking at the Selections and Rebalancing for 1Q 2017, two primary themes emerge within the equity allocations:

·         On the Domestic Equity allocations, there is a continued overweight to Small Cap with a slight focus towards Value and Momentum. Both the PowerShares Contrarian Opportunities (CNTR) and iShares Core S&P MidCap (IJH) ETFs rotated out and were replaced with two SPDR funds, SPDR Russell Small Cap Completeness (SMD) and SPDR Russell 1000 Yield Focus (ONEY).

·         On the International Equity allocations, exposure to the Asia Pacific region was increased with the addition of the First Trust Asia Pacific Ex-Japan AlphaDEX (FPA) fund.  While both the iShares Core MSCI EAFE (IEFA) and the FlexShares Morningstar Developed Markets ex-US Market Factor Tilt (TLTD) were removed on the broad international allocations, Schwab Fundamental International Large Company (FNDF) was added to the already mentioned First Trust fund (FPA).

·         Please note that actual changes are specific to each model.

Each ETFG Dynamic Portfolio is a multi-asset class portfolio and comprised of the top ETFs as ranked by the ETF Global Quant model. All portfolios rebalance quarterly. The universe of U.S. Listed, equity ETFs is reviewed by the ETFG Quant model daily and represents the broadest range of industry groups, sectors and geographic regions.  Please see the most recent quarter's overview, holdings and updated performance for the ETFG Dynamic Model Portfolio Program here:

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