Global ETF Rotation Strategy

About the system

Performance:

Description

Global ETF Rotation Strategy

The Global ETF Rotation Strategy is an actively managed ETF strategy that capitalizes on global market cycles, sector rotations, and macroeconomic trends. The portfolio consists exclusively of liquid ETFs and is dynamically reweighted across regions and sectors such as emerging markets, India, commodities and metals, infrastructure, utilities, Europe, and — to a limited extent — the United States.

The core of the strategy is to rotate capital toward sectors and regions with the best expected risk-return profile, based on valuation, momentum, and macroeconomic developments. This approach deliberately moves away from a fixed “buy & hold” allocation and actively anticipates changing market conditions.

The portfolio focuses on:

• Diversification across multiple regions and sectors
• Reduced dependence on a single theme (such as technology)
• Benefiting from structural trends such as commodities, infrastructure, and growth in emerging markets
• Risk management through ETF diversification and periodic rebalancing

Key characteristics:

• Instruments: ETFs (regional, sectoral, and thematic)
• Investment style: Active allocation and sector rotation
• Risk profile: Moderate to offensive
• Investment horizon: Medium term
• Objective: Outperformance versus broad market indices through active rotation and allocation

The strategy is suitable for investors who want to invest in a diversified way through ETFs, capitalize on macro trends and sector shifts, and are willing to accept temporary fluctuations in exchange for a more attractive return perspective.

Best regards, Ruud Hoefnagels