Investment Strategy Profile


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This Strategy Profile Page is updated each week and provides you with an information-packed summary of the Adaptive Fixed Income (1-ETF) Rotation Strategy  (or "Fixed-1" for short) performance and features, including many samples of the actual tables and charts provided with your Premium Strategy subscription.

Paid subscribers additionally receive details on all current positions held, transaction documentation, comprehensive news and statistics for each holding, Closed Position performance and documentation, and a comprehensive set of  strategy's performance data and charts, all updated each weekend.

While we do provide a link on this page to a list of all ETFs included in the universe from which the strategy selects, this Profile page does not give details about the current or previously held positions. If you would like to see the complete Premium Strategy details that are not provided by this page, you may subscribe with the confidence that you have a 60-day, 100% money-back guarantee if you choose to discontinue the subscription.

 You can gain access to the Premium Strategy page by clicking this link or any of the blue links throughout the page below for instant access to the current ETFs being held by the strategy, and a multitude of actionable details.

Why not put this strategy's consistently climbing performance – providing positive returns in any type of economic or market environment – to work for you today?


STRATEGY DESCRIPTION

Our "Adaptive Fixed Income (1-ETF) Rotation Strategy" consistently selects the optimum ETF from a 53-ETF Fixed Income universe, always moving into the most advantageous position, as determined by economic and market conditions as well as assessment of each ETF in the universe. Holding just one ETF, this strategy remains our most conservative choice because of its very low maximum drawdown of only about -9% since inception. The "Fixed-1" strategy is most appropriate for investors who wish to achieve near straight-line, upward-sloping returns with excellent performance for a fixed-income-based rotation strategy. This strategy has an annual return of about 15% since inception and includes an average dividend of about 4%, with very minimal drawdowns.

Note: Our shortened designation for this strategy is: "FIXED-1"


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The data on this page was most recently updated on:

Sunday, September 23, 2018



 

ADAPTIVE FIXED INCOME ROTATION (1 ETF ) STRATEGY

 

SUMMARY PORTFOLIO RESULTS

Note: The data and results shown on this Strategy Preview page are updated once per month.
Subscription (paid) Strategy pages are updated with revised data, current ETF holdings, statistics, and charts every weekend.


This strategy selects the optimal Fixed Income ETF (of 53) at any point in time and holds just one position. There are no leveraged positions and this approach has the lowest maximum drawdown (MDD) of any of our strategies, at -9.17% for a 3-day period in late-2016. Otherwise, the peak-to-trough downturns during any given year averages about -2.6%. The average hold time is 130.88 days (6.5 months), so this strategy usually makes fewer than two trades each year and ease of use is exceptional.

 

 


 

ADAPTIVE FIXED INCOME ROTATION (1 ETF ) STRATEGY

MOST RECENT CHANGES

Strategies are updated each week, and if holdings are changed, those details are posted at this location on the page.
Otherwise, the last change remains posted along with its date, shares, and links to more details.

 

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EQUITY CURVE CHARTS

Note: The data and results shown on this Strategy Preview page are updated once per month.
Subscription (paid) Strategy pages are updated with revised data, current ETF holdings, statistics, and charts every weekend.

 

 

ADAPTIVE FIXED INCOME ROTATION (1 ETF ) STRATEGY

PERFORMANCE CHART SINCE INCEPTION (July 1, 2009)

Inception-Present Chart
Inception-Present (dates)

NOTE: The blue line shown as the benchmark is a buy-and-hold of the Vanguard Total Bond Market ETF ETF (BND). The red line shows the strategy's performance since inception.  Note: Preview equity curve charts on this page are updated at the first of each month. Subscription strategy charts and data is updated weekly.

 

 

ADAPTIVE FIXED INCOME ROTATION (1 ETF ) STRATEGY

PERFORMANCE CHART - LAST 12 MONTHS

Performance: Last 12 Months
Performance: Last 12 Months (dates)

NOTE: The blue line shown as the benchmark is a buy-and-hold of the Vanguard Total Bond Market ETF ETF (BND). The red line shows the strategy's performance for the last 12 months.  Note: Preview equity curve charts on this page are updated at the first of each month. Subscription strategy charts and data is updated weekly.

 


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KEY STATISTICS

Note: The data and results shown on this Strategy Preview page are updated once per month.
Subscription (paid) Strategy pages are updated with revised data, current ETF holdings, statistics, and charts every weekend.

 

 

ADAPTIVE FIXED INCOME ROTATION (1 ETF ) STRATEGY

PERFORMANCE STATS - MONTHLY AND YEARLY

 

 Performance Cumulative and Monthly

 

 Performance by Year

 

 Yearly Returns Bar Chart



 

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TRADING STATISTICS

 Trading Statistics

 

 

RISK MEASUREMENTS

 Risk Measurements

 

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TRANSACTIONS / CLOSED POSITIONS

Note: The data and results shown on this Strategy Preview page are updated once per month.
Subscription Strategy (paid) pages are updated with revised data, current ETF holdings, statistics, and charts every weekend.

 

ADAPTIVE FIXED INCOME ROTATION (1 ETF ) STRATEGY

LAST 20 TRANSACTIONS

 

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REALIZED (CLOSED) POSITIONS (JULY 1, 2006 - Present)

 

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