40/60 Beta Rotation


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 40/60 Equity Beta Rotation model will remain 40% invested in the equity markets and 60% 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 medium-term time horizons looking for income and growth.

Sector Allocation

As Of 6/30/2023

Disclosure: Investments are subject to risk and there is no guarantee that any of Polaris Wealth’s investment objectives will be achieved. The value of investments and the income from them can fall as well as rise and investors may not get back the full amount originally invested. Polaris Wealth does not guarantee the success of any investment strategy.

For more information about any of Polaris Wealth’s strategies, please request the strategy-specific brochure.

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