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U.S. Equity Rotation Strategy ETF Manager Paul Koscik on the strategy of the ETF and the sectors investors should consider for their portfolios.
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Well my next guest company is putting a fresh spend on investing with ETFs -- -- sick.
Is joining me -- -- of this explosive and your Huntington funds US equity rotation strategy.
ETF manager the -- rotation.
-- is not some thing were used to hearing next to the word the phrase.
ETF explain reckless -- Jeffs may just track an index been -- ETF actually does more and with this ETF does its benchmark the 15100.
But it took 30% to perform rotates to the two best sector -- start to the S&P 15100 right but that you're taking -- you're looking at sectors.
And you pick what the top tip cracked -- -- two that we think are gonna get the past and then you rotate those zen.
Well -- yelling occurrences were an information technology in health care OK so we 30% of the portfolio.
Of stocks those two sectors.
OK so there are -- -- there the name's right now -- Annapolis Jane JF Eisner and you know acts on markets have tricks after OK so.
Right now you think that it's basically health care.
We think that health care is an area that you right now we have had acted the top two -- right now -- And rude and Merck -- -- and those two names OK so out of those types of holdings -- means you a little campus talk to -- neither of those really fall and the like health care technology.
But those as far -- -- -- velocity with sectors is what we're really interested -- the stocks you know we want health care and and -- efficient technology stocks that's what we're.
Favoring -- 30% of the purple has ever done a rotating ETF before.
This is the first time for a Sino us that this the first is not that there's I think there's only like about fifteen.
All equity ET else -- so what -- is doing is really revolutionary.
By having an active ETF.
Well that's -- equity and the fact that rotates.
I don't think anybody's ever done that and -- we think that that's something that people really -- would be interested in what is is that -- intensive though the when he got the rotation like you do when you've -- -- like move entire sectors and now does that can't be intense I don't I could feel like -- it's only 30% of the portfolio and we don't.
Well planned -- -- rotating all the time and what we don't the worker Trent Lott.
That's Fuzzy math here is how often are you doing any quote unquote rotation OK well we put -- into -- a for a week we have a committee of people that watch the overall market.
And they're very attuned to when we went rotated and they -- a lot of things like the financial markets to US markets.
And when one of our.
Members is Torchmark shown he's over he's our economist and he has the DAR.
-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- And taught -- -- -- -- -- that's it try yes I can you try -- is that takes helps pick the sectors -- self interest Hans this is a top down approach we and you look at -- -- the overall market.
And we work our way down so.
OK and you just -- -- it be ecological -- bottom up and Nelson who's got by going as well.
Television attracted another you're looking at them every day -- be great to look at -- six months to the -- Iraq talk us a thank you very much tonnage and funds US equity.
Rotation strategy CF manager gonna say that again rotation thank you.
