top of page
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
The strategy is a disciplined, rules-based approach designed to navigate market volatility.
-
Monthly Evaluation: ETFs are ranked every month based on three primary factors: Relative Strength, Momentum, and Volatility.
-
Universe: The system selects from a core universe including the S&P 500, US Mid-Cap, US Small-Cap, NASDAQ 100 and Cash/Treasuries.
-
Agility (Growth vs. Safety): The 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.
-
Execution: Only the top-ranked ETF is purchased and held for the month; holdings change only when the rankings change.
WHY DO ADVISORS LIKE IT?
-
Simple unemotional strategy that reacts with the markets
-
Easy to explain to clients who want possible downside protection
-
Performance
HOW TO TAKE ADVANTAGE OF STRATEGY:
-
Trade Signals emailed monthly
-
Charles Schwab's Marketplace
PERFORMANCE
Strategy | YTD | 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|---|---|
U.S. Markets Rotation | 0.99% | 17.39% | 12.26% | 11.28% | 17.38% |
Data as of 3/31/2026
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE PERFORMANCE. PERFORMANCE NUMBERS CONTAINS HYPOTHETICAL MODEL RETURNS OF A PORTFOLIO AND IS FOR ILLUSTRATIVE PURPOSES ONLY.
bottom of page