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 Global Equity Beta Rotation model will remain 100% invested in the equity markets at all times, with investment sleeves in U.S. large-cap, U.S. SMID Cap, and international equities. It is suitable for individuals with long-term time horizons or a high-risk tolerance.