Mike PhilbrickHAP Seasonal Rotation ETFHAC.TOPAST TOP PICKJan 21, 2025

Great way to get exposure to broad array of asset classes. Different way to look at long/short positions. Critical to manage risks. Very complimentary addition to 60/40 portfolio. 

(A Top Pick Mar 29/18, Up 7%) He uses this as an alternative allocation. It is hedge fund like without correlation to the other asset classes.

(Top Pick Mar 29/17, Down 1.5%) The ETF trades very frequently. It is like a hedge fund. It gives you an absolute return that is different from your bond portfolio. 48% of assets are currently in cash. They do some ‘Sell in May and Go Away’ as in seasonal trading.

Seasonal rotation ETF. It is an alternative asset class. The risk adjusted return of the portfolio can improve with bit of this one. You win rotational trades more often than not.

This is an active ETF. It trades frequently and the performance is quite hedge fund like. Kind of decoupled from the market in many ways, because they trade very frequently, goes to all cash sometimes, takes Short positions using index futures, and they go to all asset classes. He uses this in a more risk tolerant investor profile, but it is a small position only.

Respects the technical and seasonality aspect of this and its management. Would have no problem with this. However, it has underperformed the S&P 500.

This is based on a seasonal strategy and is at an all-time high today. It is up more than 60% since he launched it in late 2009. It is outpacing most of the indexes.

Thinks there is a performance fee on the mutual fund. You have to pay a premium for an actively managed fund. 7 basis points is the basic fee before the bonus and not bad.

2% MER. This is high for an ETF? That is really high and he questions if it is really 2%. It has done well.