Med-High30s–50s
Sector Rotation Portfolio
A tactical portfolio that rotates across sectors in line with the economic cycle
Expected Return
8-12% annually
Expected Dividend
1.8% annually
Rebalancing
Monthly
Asset Allocation
XLK (25%)
XLV (20%)
XLF (20%)
XLE (15%)
VNQ (10%)
XLI (10%)
Advantages
- ✓Captures sector-specific opportunities
- ✓Aligns with economic cycle phases
- ✓Active management for alpha
Risks
- !Market timing risk
- !Frequent rebalancing required
- !Sector concentration risk
Allocation by Investment Amount
If investing $1,000
XLK$250
XLV$200
XLF$200
XLE$150
VNQ$100
XLI$100
If investing $5,000
XLK$1250
XLV$1000
XLF$1000
XLE$750
VNQ$500
XLI$500
If investing $10,000
XLK$2500
XLV$2000
XLF$2000
XLE$1500
VNQ$1000
XLI$1000