The Good Harbour Financial US Tactical Core portfolio was the fastest growing ETF managed portfolio over 2013, attracting $6.7 billion last year. The portfolio boasts a strong annualized return of 11.6% over the past 10-years, compared to the S&P 500’s 7.4%.
The best performing strategy was the AthenaInvest global tactical ETFs portfolio, according to Morningstar data. Thomas Howard, the portfolio manager, utilizes behavioral finance to mold an investment strategy based on the “emotional crowds” that affect equity prices. The portfolio can even include leveraged ETFs to augment returns or hedge risks. For example, the AthenaInvest tactical ETFs portfolio included leveraged small-caps, which generated a 53.7% return over 2013.
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