search

bookmark_border

arrow_drop_down

arrow_drop_down

Dashboard

Total Market

Hong Kong - 20 Large Cap listings on U.S. Market

A selection of Large Cap actively traded OTCs accessible to U.S. investors

Hong Kong - 20 Large Cap listings on U.S. Market

13.8%
20

Intermediate Aggregate Core Plus

Defined by Morningstar, a trade-off between portfolio risk and return

Intermediate Aggregate Core Plus

5.1%
39

U.S. S&P 500® Value & Growth ETFs

A comparison between the two well-known investment styles for Large & Mid-Cap U.S. companies

U.S. S&P 500® Value & Growth ETFs

21.1%
9
7

A portfolio with low risk exposure and above average dividend yield

Utilities

21.9%
20

A selection with low to medium risk exposure - as measured by performance and volatility of its constituents over 12 months

Services

-3.5%
29

Ultra-Short Bonds

With top performers and minimal risk exposure, floating rate funds stand out

Ultra-Short Bonds

8.1%
20

Long - Short Hedge Strategies

Tactical overlay of fundamentally sound long positions

Long - Short Hedge Strategies

9.4%
29

Corporate Bonds - Hedging Rising Rates

Dampening interest rate reversals on bond value

Corporate Bonds - Hedging Rising Rates

9.8%
10

ex-U.S .Developed Mkts - USD Hedged ETFs

Total Developed Markets (ex-US) and USD-Hedged Alternatives

ex-U.S .Developed Mkts - USD Hedged ETFs

22.8%
9

Favoring Strong Cash Generation

With a focus on performance and cash from operations

Favoring Strong Cash Generation

25.1%
25

Value to Buy and to Hold

Dynamically updated at market closure, screening fundamentals and earnings stability for value

Value to Buy and to Hold

57.8%
25

Weakest Performers with Highest P/E

High valuation by earnings ratio seems inconsistent with share performance

Weakest Performers with Highest P/E

-18.0%
25

US Small Cap Factors ETFs

With factor weighting, risk of small-cap funds often remained subdued

US Small Cap Factors ETFs

22.9%
38

France - CAC40 constituents on U.S. Markets

CAC40 is the reference index of the French stock market

France - CAC40 constituents on U.S. Markets

8.2%
40

Intermediate Treasuries

Higher yield and volatility reflect distinct investment strategies

Intermediate Treasuries

4.7%
20

Structured Downside Protection ETFs

Asset selections packaged with a measure of insurance

Structured Downside Protection ETFs

14.6%
20

US Broad Market ETFs

With a variety of fundamental criteria to select the constituents

US Broad Market ETFs

20.8%
9
5

Strong Contenders but Overlooked European Firms

Luster of undisputed industry leaders, a potential hedge when U.S. valuations look stretched

Strong Contenders but Overlooked European Firms

12.2%
25

Index - all German Companies US listed

All inclusive list of shares traded

Index - all German Companies US listed

5.1%
68
1

Convertible Bonds ETFs

Bonds betting on a rising equity market

Convertible Bonds ETFs

14.2%
6

Munis - Long-Term

Invested in long-term bonds issued by local governments or agencies

Munis - Long-Term

6.0%
12

Long Treasuries

Higher yields, interest rate sensitivity and inflation risk

Long Treasuries

1.7%
14

Emerging Markets Factors ETFs

Unique factors - in search of tomorrow's top performers

Emerging Markets Factors ETFs

29.1%
24
1

South Korea ETFs

Dominated by Samsung Electroncis and affiliates

South Korea ETFs

150.1%
3

US Style & Sectors Momentum ETFs

Taking fundamental factors into account along with price momentum

US Style & Sectors Momentum ETFs

22.4%
11

Finland - U.S. listings - top 12 with market cap over 10bn

A small but significant selection of large cap Finnish companies with strong balance sheets

Finland - U.S. listings - top 12 with market cap over 10bn

31.9%
12

Mortgage-Backed Securities - Residential and Commercial

Structured credit investment opportunities in residential and commercial loans

Mortgage-Backed Securities - Residential and Commercial

5.6%
12

South Korean Companies all US listings

All inclusive list of shares traded

South Korean Companies all US listings

28.6%
9

Dividends, Growth and Performance

A focus on stable dividend distribution and pay-out ratio, cash flow generation and performance

Dividends, Growth and Performance

19.3%
22

Bond ETFs backed up by physical assets (munis and investment grade corporates) are in favor

Long Bonds

3.0%
38

French Companies actively traded on U.S. listings

French companies, actively traded on U.S. exchanges or by broker-dealer

French Companies actively traded on U.S. listings

4.4%
61
5

Vanguard High Dividend Yield ETF

Invested in stocks that are forecasted to have above-average dividend yields

Vanguard High Dividend Yield ETF

41.9%
20

U.S. Small & Mid Cap Value & Growth ETFs

Comparing funds focused on two well-known investment styles

U.S. Small & Mid Cap Value & Growth ETFs

19.0%
17

Spain - Top listings on US Markets

Spanish global leaders stand out in a cross-section of Spain's economy

Spain - Top listings on US Markets

30.9%
25

ex U.S. Large Cap Equities Line-up

Wide fund selection invested in foreign companies

ex U.S. Large Cap Equities Line-up

23.1%
130

Japanese Companies all U.S. listings

All inclusive list of shares traded

Japanese Companies all U.S. listings

15.9%
265

US S&P 500 ETFs

A wide ranging fund selection, including core, long and short S&P500 positions

US S&P 500 ETFs

18.5%
22
9

Target-Volatility Strategies ETFs

Overview for cross-category comparisons

Target-Volatility Strategies ETFs

13.3%
33

US Equal-Weighted ETFs - Indices and Sectors

Comparing equal weighted funds and sector rotation strategies

US Equal-Weighted ETFs - Indices and Sectors

24.3%
52

Small-Cap - Shareholder Rewards

Smallcap firms are screened for positive sales' growth trends and for cash generation, which are beneficial to shareholders

Small-Cap - Shareholder Rewards

34.8%
7

Average Performance/Volatility

Broadly in line with Total Market beta (0.7<asset betas<1.0)

Average Performance/Volatility

-2.9%
20

Index - Hong Kong Exchange all U.S. listings

All inclusive list of shares traded

Index - Hong Kong Exchange all U.S. listings

0.9%
113

VIX - Trading Volatility

ETFs tracking futures based on the VIX index are instruments for one-day tactical postions reflecting market outlook

VIX - Trading Volatility

-34.0%
8
1

Indonesian Companies - U.S. listed ADRs

A short list of Indonesian companies recently traded on US exchanges

Indonesian Companies - U.S. listed ADRs

-0.6%
20

Preferred Stock ETFs

Preferred stocks guarantee a dividend pay-out, with a tax-advantage over most interest payments

Preferred Stock ETFs

5.3%
11

France - Large Cap Firms > $20 billion, listed on U.S. Market

Global operators with market caps exceeding $20 billion

France - Large Cap Firms > $20 billion, listed on U.S. Market

0.9%
31

Japan USD-Hedged ETFs

A winning investment strategy - on account of a strong market and a (still) favorable Yen-dollar exchange rate

Japan USD-Hedged ETFs

37.6%
4

Favoring Growth in Income from Operations

Prioritizing growth in operating income to support value

Favoring Growth in Income from Operations

14.3%
24

Corporate High Yield - Invesco Bond Ladders

Selecting a range of maturity dates to secure a predictable income stream

Corporate High Yield - Invesco Bond Ladders

7.6%
8

Top Achievers - Above Average Performance & Manageable Debt

Dynamically updated, with a focus on debt level, controlled risk exposure and above average performance

Top Achievers - Above Average Performance & Manageable Debt

89.7%
25

Small Cap US Equities

Selection of small cap US equities, aligned with total market trends and featuring strong momentum history

Small Cap US Equities

50.3%
25

Russia Companies all US listings

Russian companies, listed or OTC traded on US exchanges

Russia Companies all US listings

0.0%
5
21

U.S. Corporate Bonds

Broad ETF selection for one of the largest components of the U.S. bond market

U.S. Corporate Bonds

5.2%
64

55 Largest International (non-US) Companies (ex-Finance)

Performance, Volatility, Momentum and Fundamental Analytics by Sector and for Individual Companies

55 Largest International (non-US) Companies (ex-Finance)

14.0%
57

Canadian Companies Top 50 US listed

The largest Canadian companies by market cap - warning of challenges ahead

Canadian Companies Top 50 US listed

27.9%
50

WisdomTree U.S. SmallCap Dividend Fund

Fund invested in a broad range of dividend paying small cap US shares

WisdomTree U.S. SmallCap Dividend Fund

22.8%
20

Collateralized Loan Obligations (CLO's)

A diversified pool of non-investment grade, senior-secured corporate loans

Collateralized Loan Obligations (CLO's)

9.2%
8

Innovator Managed Outcome ETFs

The benefits of defined outcome investing in a single fund

Innovator Managed Outcome ETFs

11.0%
6

Corporate High Yield - iShares Bond Ladders

Selecting a range of maturity dates to secure a predictable income stream

Corporate High Yield - iShares Bond Ladders

7.8%
7

US MidCap Factors ETFs

Funds differentiated by factor with attractive insights

US MidCap Factors ETFs

14.7%
52

US Large Cap Selection for Peace of Mind

Seeking stability with low volatility and smallest drawdown

US Large Cap Selection for Peace of Mind

10.9%
18
1

The Netherlands - Top 25 listings on US Markets

Punching above its geographical weight is something of a historical quirk - Old traditions die hard...and should not in any case

The Netherlands - Top 25 listings on US Markets

14.5%
25

MidCap US Equities

Selection of mid cap US equities, aligned with total market trends and featuring strong momentum history

MidCap US Equities

76.5%
25
1

Leveraged Companies & Strong Market Support

When a low shareholder equity base relative to debt is well-accepted by the market

Leveraged Companies & Strong Market Support

42.9%
50

Germany DAX40 - a Watershed Moment

A deeply troubled economy in the first half of 2024 and almost certainly a fundamental rethink of Germany's export powerhouse

Germany DAX40 - a Watershed Moment

5.0%
39
4

Municipals - Short Duration

Invested in bonds issued by diversified local governments or by a single state

Municipals - Short Duration

4.4%
16

Leveraged Sectors (ex-Tech & ex-Finance)

Sharpening the contrast between the performances of US equity sectors by highlighting sector rotation

Leveraged Sectors (ex-Tech & ex-Finance)

21.4%
16

Put-Write Strategies

Cash-collateralized put options strategies to earn a risk premium

Put-Write Strategies

11.2%
2

Quality and Sound Fundamentals ETFs

Selections with sound fundamentals, leveraging short-term market momentum

Quality and Sound Fundamentals ETFs

17.3%
17

Weakest Performers with Recent Upward Trend

Trend correction over the most recent quarter as well as the latest month

Weakest Performers with Recent Upward Trend

-21.5%
25

Swiss Companies - Mid Cap U.S. listings

With market capitalizations of $2bn to $10bn, MidCap firms, some unfamiliar, with potential investment opportunities

Swiss Companies - Mid Cap U.S. listings

3.4%
34

Treasuries - iShares Bond Ladder

A range of maturity dates, monthly distributions and end-date pay-outs

Treasuries - iShares Bond Ladder

4.2%
10

Buy-Write Strategies on Individual Stocks

Earning an equity premium and a risk premium on selected stocks

Buy-Write Strategies on Individual Stocks

57.0%
26

Developed Mkts ETFs - Inverse

Highlighting bearish trends in Developed Markets with inverse funds

Developed Mkts ETFs - Inverse

-25.9%
4

ex-U.S. Small & Mid-Cap Equity ETFs

Differentiating investment strategies in ex-U.S. developed markets

ex-U.S. Small & Mid-Cap Equity ETFs

23.5%
16

Emerging Markets (incl. local currency & high yield)

Ranking emerging market fixed income ETFs by investment strategy

Emerging Markets (incl. local currency & high yield)

11.6%
24

US Small & Mid Cap ETFs

A focus on size introducing comparisons between various index-tracking funds

US Small & Mid Cap ETFs

20.1%
15

Seeking Quality - Strong Cash Flow and Prudent Debt Leverage

Dynamically updated, with a focus on financial management, low debt and cash flow generation

Seeking Quality - Strong Cash Flow and Prudent Debt Leverage

24.8%
25

Indian Companies - U.S. listings

List of shares traded - Variable trading volumes will alter true performance and volatility ratios

Indian Companies - U.S. listings

-16.5%
14
8

US Large Cap Factors ETFs

Much diversity between the factors driving performance of each fund

US Large Cap Factors ETFs

21.0%
51

ETF Achievers - Strong Performance & Momentum

Dynamically updated at market closure, listing solid ETF performers with strong record over the past year, staying the course in recent months

ETF Achievers - Strong Performance & Momentum

42.8%
25

Great Britain - Next 50 FTSE listings on US Markets

With little prospect for true growth

Great Britain - Next 50 FTSE listings on US Markets

9.2%
50

Large Cap Equities

Selection of large cap US equities, aligned with total market trends and and featuring strong momentum history

Large Cap Equities

33.8%
25

Data - Enterprise Platforms

Data access powered by AI monetization

Data - Enterprise Platforms

-1.1%
13

The Indian economy is expected to grow strongly in 2023 and 2024

India ETFs

-4.2%
12
2

France - Mid Cap Firms, listed on U.S. Markets

MidCap firms, with valuation over $2 bn, and some hidden diamonds in the rough

France - Mid Cap Firms, listed on U.S. Markets

20.6%
24

Japanese companies - Large Cap Listings on U.S. Markets -$10 bn to $45 bn

Large Cap companies, topping $10 bn and accessible to US investors

Japanese companies - Large Cap Listings on U.S. Markets -$10 bn to $45 bn

12.9%
99

ESG Thematic ETFs

Diversification potential of environmental conscious investment strategies

ESG Thematic ETFs

17.3%
28

Overview of performance / risk profiles of US-based ETFs focused on Japanese companies

Japan ETFs

32.0%
15

Fixed Income Sustainability ETFs

Funds tracking environmental, social and governance (ESG) indices as solid performers

Fixed Income Sustainability ETFs

5.8%
19

China - Large Cap - $20 bn to $100 bn, listed on U.S. markets

Many reasons may explain the limited selection of large cap Chinese companies accessible on U.S. markets

China - Large Cap - $20 bn to $100 bn, listed on U.S. markets

-17.2%
16

Munis - Line-up (ex-Bond Ladders)

Yield structure and diversified Muni selections set some ETFs apart

Munis - Line-up (ex-Bond Ladders)

4.9%
62

Large cap equities controlled for volatility

Heathcare

45.9%
50

Latin America ETFs

Comparing liquid stocks by country - with special attention to the large Mexican and the Brazilian ETF listings

Latin America ETFs

27.6%
14

China ETFs - Inverse

Hedging or tracking - always in a short term perspective

China ETFs - Inverse

22.4%
3

Growth to Ride (with a margin of safety)

Dynamically updated at market closure, screened for positive sales and capex trends

Growth to Ride (with a margin of safety)

77.8%
25

Large cap equities with medium / high risk exposure - as compared to the overall stock market

Technology

106.8%
50

Munis - Intermediate

Invested in bonds funding public projects, issued by local governments or agencies

Munis - Intermediate

4.2%
29

Munis - iShares Bond Ladder

A range of maturity dates, monthly distributions and end-date pay-outs

Munis - iShares Bond Ladder

2.9%
6

Pacer Swan Buffers

A strategy with (possibly) a bright future, well-worth reviewing

Pacer Swan Buffers

12.1%
13

France - Large Cap Firms, $10 to $20 billion bracket, listed on U.S. Market

With strength on European markets and an international, but not always truly global, focus

France - Large Cap Firms, $10 to $20 billion bracket, listed on U.S. Market

2.5%
12

US Market by Size & Weighted Volatility ETFs

Volatility in US markets, ranked by market-cap

US Market by Size & Weighted Volatility ETFs

10.5%
15

Corporate Investment Grade - Targeted Maturities (ex-ladders)

Segmenting the yield curve

Corporate Investment Grade - Targeted Maturities (ex-ladders)

5.3%
13

Constrained by benchmark-assigned weights to domestic (U.S.) holdings

World ETFs

19.4%
5

US NASDAQ 100 ETFs

A selection of ETFs seeking to track NASDAQ indices and factors, with a range of filters and of option overlays

US NASDAQ 100 ETFs

24.1%
10

Seeking Weak Correlation with the U.S. Market Index

Very low beta and strong performance for a defensive investment strategy

Seeking Weak Correlation with the U.S. Market Index

73.1%
25

Transportation and Supply Chains ETFs

Maritime transport, anticipations of golden tomorrows ?

Transportation and Supply Chains ETFs

29.8%
9

Great Companies - US and International

A whimsical selection of companies chosen by pininvest

Great Companies - US and International

18.2%
13
2

Intermediate Core Bonds

Prioritizing investment-grade debt, as ranked by Morningstar

Intermediate Core Bonds

4.8%
41

China - Very Large Caps > $100 bn, listed on U.S. markets

Highlighting powerful State Banks and the reach of Technologiy leaders

China - Very Large Caps > $100 bn, listed on U.S. markets

-0.9%
14
1

China ETFs - Leveraged

Magnifying the trend , positive or negative , of preferred China indices

China ETFs - Leveraged

-29.2%
4

Developed Mkts ETFs - Leveraged

Highlighting the trends in Developed Markets with leveraged funds

Developed Mkts ETFs - Leveraged

38.3%
4

Keeping Risk Exposure in Check

Dynamically updated at market closure, screening for below average volatility with a focus on positive earning and low debt

Keeping Risk Exposure in Check

40.4%
13

Global ex-U.S. and International Bonds

Highlighting value drivers in Global ETFs, high yield and investment grade

Global ex-U.S. and International Bonds

4.5%
17

US Small Cap ETFs

Size focused small-cap ETFs, with multiple overlaps and various index trackers

US Small Cap ETFs

26.3%
11
1

U.S. TIPS - iShares Bond Ladder

A range of maturity dates with purchasing power protection

U.S. TIPS - iShares Bond Ladder

1.1%
9

High Beta & Momentum Strategies ETFs

Aligning factors with dominant market trends

High Beta & Momentum Strategies ETFs

22.4%
13

High Yielding US equities

Selection of strong dividend-yielding US equities, highlighting sector rotation

High Yielding US equities

29.6%
23

Large cap equities > $5bn, with average risk exposure - aligned with the overall stock market

Finance

35.3%
29

Brazilian companies actively traded on US markets

All inclusive list of actively traded shares

Brazilian companies actively traded on US markets

59.2%
42

Ultra-Short Treasuries

Very limited interest rate risk and low yield

Ultra-Short Treasuries

6.7%
12

iShares S&P 500 Growth - Top 25

Largest U.S. companies with above average growth rates

iShares S&P 500 Growth - Top 25

20.1%
25
2

US Large Cap ETFs

Uniquely focused on market caps of the largest US companies

US Large Cap ETFs

18.5%
20
2

Sweden - Large Cap U.S. listings

Selection of large cap Swedish firms, actively traded on U.S. exchanges or OTC

Sweden - Large Cap U.S. listings

19.2%
16

High Dividend Yield Funds

Seeking a stream of regular and relatively stable income

High Dividend Yield Funds

22.7%
73

Japanese companies - 25 Largest Market Cap listings on U.S. Markets

Very large cap companies accessible to U.S. investors on NYSE or over-the-counter

Japanese companies - 25 Largest Market Cap listings on U.S. Markets

21.8%
25

Dividend Yielding ETFs

Planning dividend income with a view range of investment strategies

Dividend Yielding ETFs

19.7%
36

Munis - Invesco Bond Ladder

A range of maturity dates, monthly distributions and end-date pay-outs

Munis - Invesco Bond Ladder

3.7%
10

Long Treasuries - Inverse

HIgh long-maturity bond yields signal uncertainty but massive U.S. Treasury futures short positions may not portend rising yields either

Long Treasuries - Inverse

18.2%
7
13

US Total Market Value Factors ETFs

Value offers a lot of diversity in performance as well as risk exposure

US Total Market Value Factors ETFs

24.1%
43

U.S. Broad Market Value & Growth ETFs

Comparing the two well-known investment styles in a range of market capitalizatons

U.S. Broad Market Value & Growth ETFs

20.7%
18

Brazil - Highflyers

Major advances in the digital economy signal the growth potential of a slate of South America's leading firms

Brazil - Highflyers

14.2%
13

Data Centers - Exponential Demand Growth

Technological complexity of data storage meeting insatiable demand

Data Centers - Exponential Demand Growth

5.6%
12
2

Seeking High Performance at Low Risk

Strong perfomers in the low volatility market segment

Seeking High Performance at Low Risk

58.9%
17

Swiss Companies - all Large Cap U.S. listings >$10 bn

With large and very market capitalizations exceeding $ 10 billion

Swiss Companies - all Large Cap U.S. listings >$10 bn

15.0%
38

Middle East & Africa Emerging Markets Funds

Roaming far and wide from South Africa and Nigeria to Turkey and Israel

Middle East & Africa Emerging Markets Funds

19.1%
10

Global Emerging Markets

Diversity and a myriad of variations in global emerging markets funds

Global Emerging Markets

34.2%
41
1

Low Volatility Large Cap Equities

Selection of below average risk US equities, aligned with total market trends

Low Volatility Large Cap Equities

30.5%
25

Inverse Sectors (ex-Technology & Finance)

Sharpening the contrast between US equity sectors by highlighting sector rotation over the short term

Inverse Sectors (ex-Technology & Finance)

-27.5%
12

Index - global Europe ETFs

A wide net cast over global European markets by ETF providers

Index - global Europe ETFs

18.6%
23
6

Asia Pacific ETFs

Growth potential of Asia-Pacific powered by strong economic development and regional integration, as the pace of globalization slackens

Asia Pacific ETFs

37.2%
13
3

Leveraged Emerging Markets (incl. China)

Screening leveraged x2 & x3 Emerging Market ETFs by country and globally

Leveraged Emerging Markets (incl. China)

20.8%
10

Bonds - a Bull Case with Leveraged Funds

Focus on market expectations and reversals

Bonds - a Bull Case with Leveraged Funds

-3.6%
7

US Multi Factor Strategies ETFs

Searching for leading factors connected to the economic cycle

US Multi Factor Strategies ETFs

19.6%
20

Managed Futures and Option Strategies

Sharing the goal to enhance yields with a wide range of derivative and credit strategies

Managed Futures and Option Strategies

10.9%
19

Italy - Top listings on US Markets

Italian equity actively traded on US markets

Italy - Top listings on US Markets

15.8%
25
6

ESG International Markets (ex-U.S.)

Diversification opportunities across ex-US developed markets - screened for controversial activities

ESG International Markets (ex-U.S.)

23.0%
14

Inverse Total Market

Screening inverse x-1, x-2 & x-3 total US market ETFs by market cap

Inverse Total Market

-28.3%
22
5

MBS & ABS Securities Line-up

Securities derived from a pool of underlying assets

MBS & ABS Securities Line-up

6.0%
24

Index - Europe ETFs - Inverse

Measuring the European equity market performance

Index - Europe ETFs - Inverse

-9.5%
2

Warehouses - Automation of the Supply Chains

Automation suppliers are flying high

Warehouses - Automation of the Supply Chains

28.8%
12

Singapore Companies all U.S. listings

Listing companies traded on US markets - from a market cap of $2.5 billion and more

Singapore Companies all U.S. listings

14.0%
49

Inverse Emerging Markets (incl. China)

Screening inverse x2 & x3 Emerging Market ETFs globally and for China

Inverse Emerging Markets (incl. China)

-12.2%
6

U.S. Small Cap Value & Growth ETFs

Comparing small-cap funds focused on two well-known investment styles

U.S. Small Cap Value & Growth ETFs

26.1%
13

China Region ETFs

Even total market fund coverage comes with stark differences

China Region ETFs

12.0%
18
18

ESG - Investing by Market Cap

Complementing the ESG thematic selection with a focus on market caps and growth

ESG - Investing by Market Cap

16.1%
17

Long Treasuries - Inverse

An inverse relationship between bonds and interest rates

Long Treasuries - Inverse

20.0%
4

Extended Maturities - Mitigating Inflation Risk

Markets are uncertain about the duration of the inflationay bout - from deeply ingrained to a temporary surge

Extended Maturities - Mitigating Inflation Risk

4.0%
17

Index - European Countries ETFs

Interplay between global trade and domestice consumption

Index - European Countries ETFs

23.9%
22
15

Germany - Market Cap $20bn to $50bn

With a show of resilience, selective exposure to China -a bet on a resurgent German domestic market

Germany - Market Cap $20bn to $50bn

6.5%
17

Small Cap - Personal, not-so-whimsical selections

With Equity Explorer filters, lay the groundwork and with Portfolio Analytics, fine-tune your future investments

Small Cap - Personal, not-so-whimsical selections

34.6%
31

Preparing for Unexpected Downturns

Delivering protection to an investment portfolio in anticipation of market downturns

Preparing for Unexpected Downturns

-23.0%
19

Great Britain - Top 25 FTSE listings on US Markets

Global British firms, leading the FTSE index by market cap

Great Britain - Top 25 FTSE listings on US Markets

17.3%
25
14

Electrical Grid - Cables & Connectors

How electricity's fast growing share of energy consumption upends national power grids

Electrical Grid - Cables & Connectors

46.5%
24
1

Japan ETFs - Inverse

Controling for negative trends of the MSCI Japan index and of the Japanese Yen

Japan ETFs - Inverse

-11.4%
2

Germany - Market Cap over $50bn

Strength and weaknesses of Germany's titans, exposed to geopolitical headwinds

Germany - Market Cap over $50bn

3.7%
17

Emerging Markets Debt - Local Currency

EM investment strategies with selective exposure to hard currencies

Emerging Markets Debt - Local Currency

9.7%
10

Munis - High Yield

Invested in speculative assets issued by local governments or agencies

Munis - High Yield

7.3%
5

3 Vanguard Funds US & International

Tracking global market trends

3 Vanguard Funds US & International

17.7%
3

US Total Market Growth Factors ETFs

The diversity of multi-factor 'growth' funds requires careful evaluation

US Total Market Growth Factors ETFs

17.1%
37

ex-U.S. Developed Mkts - Volatiliy Managed ETFs

Scaling risk exposure in developed markets

ex-U.S. Developed Mkts - Volatiliy Managed ETFs

13.7%
10

Leveraged Emerging Markets (ex. China)

Attraction of emerging markets parting ways with China

Leveraged Emerging Markets (ex. China)

54.1%
6

US Markets Mid Cap Growth & Low Volatility

Solid companies may anchor your portfolio in uncertain times ?

US Markets Mid Cap Growth & Low Volatility

-0.6%
35

Nasdaq-100 tech performers - a selection

Acceptable risk exposure and high performance with good price momentum - a menu of investment options to choose from

Nasdaq-100 tech performers - a selection

15.6%
27

A low risk strategy

Low risk - high performance and less senstitive to total market swings

A low risk strategy

-1.3%
12

Mid-Cap Growth Potential

Midcap firms are screened for positive sales' growth trends and for cash generation

Mid-Cap Growth Potential

40.0%
8

Corporate Investment Grade - iShares Bond Ladders

A range of maturity dates, monthly distributions and end-date pay-outs

Corporate Investment Grade - iShares Bond Ladders

5.1%
11

Corporate Investment Grade - Invesco Bond Ladders

A range of maturity dates, monthly distributions and end-date pay-outs

Corporate Investment Grade - Invesco Bond Ladders

5.2%
10

Short Term Treasuries

With relative low sensitivity to interest rates, limiting exposure to risk

Short Term Treasuries

5.7%
15

Momentum by Size ETFs

Momentum by market cap compared with Growth and Value factors

Momentum by Size ETFs

22.4%
16

Leveraged Total Market

Screening leveraged x2 & x3 total US market ETFs by market cap

Leveraged Total Market

44.0%
16

© 2026 Marwodis. All rights reserved.

Terms of Service
Privacy Policy
Data Providers