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Connect Financial Advisors Proprietary Strategy

A SMARTER WAY TO STAY INVESTED THROUGH CHANGING MARKETS

Because staying invested shouldn't mean riding every market crash down

This strategy is a combination of active ETF strategies.

The portfolio is allocated as follows: 40% U.S. Markets Rotation, 25% Foreign Country Rotation, 15% Global Asset Class, 20% High Yield Bond Rotation.
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  • Monthly Evaluation: Each individual model is ranked every month based on three primary factors: Relative Strength, Momentum, and Volatility.

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  • Universe: This strategy encompasses the World Stock Markets & High Yield Bonds.

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  • Agility (Growth vs. Safety): Each individual strategy maintains the agility to move into "Safety Mode" using Cash or Treasury ETFs if market conditions dictate, protecting against major losses while preserving upside potential.

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  • Execution: Only the top-ranked ETF(s) are purchased and held for the month; holdings change only when the rankings change.

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WHY DO ADVISORS LIKE IT?

  • All in one strategy for simplicity 

  • Simple unemotional strategy that reacts with the markets

  • Easy to explain to clients who want possible downside protection

  • Performance

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HOW TO TAKE ADVANTAGE OF STRATEGY:

  • Trade Signals emailed monthly

  • Charles Schwab's Marketplace​​

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PERFORMANCE

Strategy
YTD
1 Year
3 Year
5 Year
10 Year
Active Growth Model
5.34%
21.81%
15.22%
10.33%
13.67%
Data as of 2/28/2026

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE PERFORMANCE. PERFORMANCE NUMBERS CONTAINS HYPOTHETICAL MODEL RETURNS OF A PORTFOLIO AND IS FOR ILLUSTRATIVE PURPOSES ONLY. 

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Video Updates: We update you on market changes and new investment strategies frequently.

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Quarterly Investment Updates: You can join us live every quarter for a market Q&A.

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Copyright © 2022-2026 Connect Financial Advisors- All Rights Reserved.

DISCLAIMER This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site or any other statement or statements regarding market or financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any error or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE. Securities offered through Connect Financial Advisors, Registered Investment Advisor.

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