The Actively Managed ETFdb Portfolio is now available to ETFdb Pro members and those with a free 14-day trial of the Pro subscription. This recently updated portfolio, one of more than 50 all-ETF model portfolios available at ETFdb.com, is intended for risk-tolerant investors who wish to construct a well-rounded portfolio that takes advantage of quantitative analysis and active management. The investment thesis behind the Actively Managed ETFdb Portfolio may appeal to those who are looking to steer clear of traditional passive, market capitalization-weighted funds, by instead focusing on dynamic strategies that strive to capture alpha.
This ETFdb portfolio is designed for investors who are looking to gain exposure to several corners of the market by taking advantage of actively-managed funds that may outperform more popular broad-based benchmarks. While most ETFs on the market are linked to passive indexes, all of the funds included in this portfolio are actively managed, thereby offering exposure to more dynamic strategies in lieu of the traditional buy-and-hold approach [see also 101 High Yield ETFs For Every Dividend Investor].
The Actively Managed ETFdb Portfolio is intended for investors willing to take on a moderate degree of risk as nearly half of its total assets are allocated to equity funds, with a quarter going to fixed income. The equity component includes a fund that rounds out exposure to both developed and emerging markets while an innovative sector rotation ETF fills the need for domestic stock exposure. We have also opted for two actively-managed bond ETFs, staying true to this portfolio’s theme while at the same time covering a big portion of the global fixed income asset class.
The last chunk of this portfolio is dedicated to alternatives; we have included a managed futures fund in effort to tap into potentially uncorrelated sources of return as well a one-of-a-kind real estate ETF that should help improve the portfolio’s risk-adjusted returns over the long-haul [see 10 Questions About ETFs You've Been Too Afraid To Ask].
The complete Actively Managed ETFdb Portfolio is available to ETFdb Pro members or with a free 14-day trial to ETFdb Pro. Also check out our 2013 ETFdb Portfolio as well as our Monthly Dividend ETFdb Portfolio.
Disclosure: No positions at time of writing.