Polaris Wealth Beta Rotation ETF Strategies utilize a rules-based, quantitative investment discipline with the objective to align portfolio holdings with prevailing market conditions. These strategies aim to increase portfolio risk when market conditions are favorable and reduce risk when they are not favorable, while remaining fully invested in respective asset allocation at all times.
The 20/80 Equity Beta Rotation model will remain 20% invested in the equity markets and 80% in the bond markets at all times, with investment sleeves in U.S. large-cap, U.S. SMID Cap, international equities, and bonds. It is suitable for individuals with monthly income needs or very low risk tolerance.C