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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
The strategy is a disciplined, rules-based approach designed to navigate market volatility.
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Monthly Evaluation: ETFs are ranked every month based on three primary factors: Relative Strength, Momentum, and Volatility.
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Universe: The system selects from a core universe including the S&P 500, US Mid-Cap, US Small-Cap, NASDAQ 100 and Cash/Treasuries.
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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.
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Execution: Only the top-ranked ETF is purchased and held for the month; holdings change only when the rankings change.
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WHY DO ADVISORS LIKE IT?
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Simple unemotional strategy that reacts with the markets
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Easy to explain to clients who want possible downside protection
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Performance
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HOW TO TAKE ADVANTAGE OF STRATEGY:
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Trade Signals emailed monthly
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Charles Schwab's Marketplace​​
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PERFORMANCE
Strategy | YTD | 1 Year | 3 Year | 5 Year | 10 Year |
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U.S. Markets Rotation | 6.67% | 22.26% | 18.24% | 13.73% | 18.03% |
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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