ETF Model Portfolios

Portfolio management these days is all about coming up with a globally diversified portfolio benchmarked against some largely irrelevant index. Portfolio management  should be about absolute returns, but instead it’s about relative returns vs. an index. Back in the early 2000s, I noticed that in general college endowments routinely outperformed average investors and I wondered whether any of the strategies they used where transferrable to individual investors.

In 2009, I authored the book entitled, How Harvard and Yale Beat the Market (which is available via Amazon for those seeking further information). The book was about how individual investors could use some of the strategies that college endowments were using to create better portfolios.

In the years since the book’s publication, there have been a number of advances, most notably the rise of exchange-traded funds (“ETFs”). Tuttle Capital Management (“TCM”) uses the concepts from the book along with what we have learned in the years since to design our ETF model portfolios. Unlike traditional asset allocation portfolios, which rebalance based on the calendar and focus on risk by age, we rebalance and risk our models based on the current market environment. TCM also uses a process we call Forward-Looking Due Diligence vs. traditional backwards looking due diligence.

The views and opinions expressed herein are those of the Chief Executive Officer and Portfolio Manager for Tuttle Capital Management (TCM) and are subject to change without notice. The data and information provided is derived from sources deemed to be reliable but we cannot guarantee its accuracy. Investing insecurities is subject to risk including the possible loss of principal. This communication is not an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation regarding any investment or investment strategy. Before making any decision to invest, first read the relevant disclosures and important information provided to you. © 2024 Tuttle Capital Management LLC (TCM). TCM is a SEC-Registered Investment Adviser. All rights reserved.
Tuttle Capital's ETF Model Portfolios

Current Allocations

We use the asset allocation methodologies we first used in How Harvard & Yale Beat the Market, combined with technical analysis on the current market environment, macro economic analysis of the current market environment, and qualitative analysis on various ETFs.

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Categorical Allocation

Category
%
US Equity
Growth
70
%
US Equity
56
%
US Equity
Moderate
50
%
Cash & Cash Equivalents
Conservative
50
%
Trend Following/Tactical
38
%
Trend Following/Tactical
Moderate
30
%
Trend Following/Tactical
Growth
30
%
US Equity
Conservative
30
%
Theme: AI
Themes & Edges
30
%
Trend Following/Tactical
Conservative
20
%
Cash & Cash Equivalents
Moderate
20
%
Theme: AI Power Generation
Themes & Edges
15
%
Theme: Weight Loss Drugs
Themes & Edges
10
%
Theme: Self Defense
Themes & Edges
10
%
Theme: Politically Neutral
Themes & Edges
10
%
Edge: Money Manager Surveys
Themes & Edges
10
%
Theme: Argentine Comeback
Themes & Edges
10
%
Emerging Market Equity
5
%
Theme: Region Bank CRE Exposure
Themes & Edges
5
%
Cash/Cash Alternatives
1
%
Cash & Cash Equivalents
Growth
0
%

Current Investments

US TREASURY 3 MONTH BILL ETF
(
TBIL
)
Conservative
50
%
TUTTLE CAPITAL SHAREHOLDERS FIRST INDEX
(
ESGX
)
Growth
20
%
LAFFER TENGLER EQUITY INCOME
(
TGLR
)
Growth
20
%
US TREASURY 3 MONTH BILL ETF
(
TBIL
)
Moderate
20
%
BRENDAN WOOD TOP GUN STRATEGY
(
BWTG
)
Growth
20
%
IMGP DBI MANAGED FUTURES STRATEGY
(
DBMF
)
Growth
15
%
LAFFER TENGLER EQUITY INCOME
(
TGLR
)
Moderate
15
%
RAREVIEW SYSTEMATIC EQUITY
(
RSEE
)
Growth
15
%
LAFFER TENGLER EQUITY INCOME
(
TGLR
)
Conservative
15
%
RAREVIEW SYSTEMATIC EQUITY
(
RSEE
)
Moderate
15
%
IMGP DBI MANAGED FUTURES STRATEGY
(
DBMF
)
Moderate
15
%
BRENDAN WOOD TOP GUN STRATEGY
(
BWTG
)
Moderate
14
%
TUTTLE CAPITAL SHAREHOLDERS FIRST INDEX
(
ESGX
)
Moderate
13
%
TUTTLE CAPITAL SELF DEFENSE INDEX
(
GUNZ
)
Growth
10
%
RAREVIEW SYSTEMATIC EQUITY
(
RSEE
)
Conservative
10
%
IMGP DBI MANAGED FUTURES STRATEGY
(
DBMF
)
Conservative
10
%
TUTTLE CAP SHAHOL FIR IN ETF
(
ESGX
)
Themes & Edges
10
%
ROUNDHILL GEN AI & TECH ETF
(
CHAT
)
Themes & Edges
10
%
BRENDAN WOOD TOPGUN ETF
(
BWTG
)
Themes & Edges
10
%
WISDOMTREE AI AND INNOVATION
(
WTAI
)
Themes & Edges
10
%
TUTTLE CAPITAL SEF DF IN ETF
(
GUNZ
)
Themes & Edges
10
%
ROUNDHILL GLP-1 & WGT LS ETF
(
OZEM
)
Themes & Edges
10
%
INVESCO AI AND NEXT GEN SOFT
(
IGPT
)
Themes & Edges
10
%
VIRTUS REAVES UTILITIES ETF
(
UTES
)
Themes & Edges
10
%
GLOBAL X MSCI ARGENTINA ETF
(
ARGT
)
Themes & Edges
10
%
TUTTLE CAPITAL SELF DEFENSE INDEX
(
GUNZ
)
Moderate
8
%
BRENDAN WOOD TOP GUN STRATEGY
(
BWTG
)
Conservative
5
%
TUTTLE CAPITAL SELF DEFENSE INDEX
(
GUNZ
)
Conservative
5
%
TUTTLE CAPITAL SHAREHOLDERS FIRST INDEX
(
ESGX
)
Conservative
5
%
RANGE NUCLEAR RENAISSANCE
(
NUKZ
)
Themes & Edges
5
%
TUTTLE CAP DLY 2X INV REG
(
SKRE
)
Themes & Edges
5
%
US TREASURY 3 MONTH BILL ETF
(
TBIL
)
Growth
0
%
US Equity
70
US Equity
56
US Equity
50
Cash & Cash Equivalents
50
Trend Following/Tactical
38
Trend Following/Tactical
30
Trend Following/Tactical
30
US Equity
30
Theme: AI
30
Trend Following/Tactical
20
Cash & Cash Equivalents
20
Theme: AI Power Generation
15
Theme: Weight Loss Drugs
10
Theme: Self Defense
10
Theme: Politically Neutral
10
Edge: Money Manager Surveys
10
Theme: Argentine Comeback
10
Emerging Market Equity
5
Theme: Region Bank CRE Exposure
5
Cash/Cash Alternatives
1
Cash & Cash Equivalents
0
GLOBAL X MSCI ARGENTINA ETF
ARGT
10
Themes & Edges
INVESCO AI AND NEXT GEN SOFT
IGPT
10
Themes & Edges
ROUNDHILL GLP-1 & WGT LS ETF
OZEM
10
Themes & Edges
TUTTLE CAP DLY 2X INV REG
SKRE
5
Themes & Edges
VIRTUS REAVES UTILITIES ETF
UTES
10
Themes & Edges
TUTTLE CAP SHAHOL FIR IN ETF
ESGX
10
Themes & Edges
BRENDAN WOOD TOPGUN ETF
BWTG
10
Themes & Edges
RANGE NUCLEAR RENAISSANCE
NUKZ
5
Themes & Edges
ROUNDHILL GEN AI & TECH ETF
CHAT
10
Themes & Edges
WISDOMTREE AI AND INNOVATION
WTAI
10
Themes & Edges
TUTTLE CAPITAL SEF DF IN ETF
GUNZ
10
Themes & Edges
US TREASURY 3 MONTH BILL ETF
TBIL
50
Conservative
TUTTLE CAPITAL SHAREHOLDERS FIRST INDEX
ESGX
13
Moderate
BRENDAN WOOD TOP GUN STRATEGY
BWTG
20
Growth
RAREVIEW SYSTEMATIC EQUITY
RSEE
10
Conservative
IMGP DBI MANAGED FUTURES STRATEGY
DBMF
10
Conservative
TUTTLE CAPITAL SELF DEFENSE INDEX
GUNZ
5
Conservative
TUTTLE CAPITAL SHAREHOLDERS FIRST INDEX
ESGX
5
Conservative
BRENDAN WOOD TOP GUN STRATEGY
BWTG
5
Conservative
LAFFER TENGLER EQUITY INCOME
TGLR
15
Conservative
US TREASURY 3 MONTH BILL ETF
TBIL
20
Moderate
IMGP DBI MANAGED FUTURES STRATEGY
DBMF
15
Moderate
RAREVIEW SYSTEMATIC EQUITY
RSEE
15
Moderate
TUTTLE CAPITAL SELF DEFENSE INDEX
GUNZ
8
Moderate
US TREASURY 3 MONTH BILL ETF
TBIL
0
Growth
BRENDAN WOOD TOP GUN STRATEGY
BWTG
14
Moderate
LAFFER TENGLER EQUITY INCOME
TGLR
15
Moderate
RAREVIEW SYSTEMATIC EQUITY
RSEE
15
Growth
IMGP DBI MANAGED FUTURES STRATEGY
DBMF
15
Growth
TUTTLE CAPITAL SHAREHOLDERS FIRST INDEX
ESGX
20
Growth
TUTTLE CAPITAL SELF DEFENSE INDEX
GUNZ
10
Growth
LAFFER TENGLER EQUITY INCOME
TGLR
20
Growth
The TCM ETF Model Portfolios are hypothetical models for illustrative purposes only to demonstrate how ETFs, including those sponsored by TCM can potentially fit into an investor’s portfolio. This is not personalized investment advice or an investment recommendation from TCM. Financial advisors can use this, with other information, as a resource to help build a portfolio or to aid in the development of investment advice for your clients. You are responsible for making your own independent judgment as to how to use this information.

Tuttle Capital Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission.

The hypothetical model portfolios discussed herein are provided for illustrative purposes only. This information should not be relied upon for trading purposes or as investment advice, research, or a recommendation by TCM regarding (i) any fund, (ii) the use or suitability of the model portfolios or (iii) any security in particular. Financial advisors are responsible for making their own independent judgment as to how to use this information. Target allocations contained herein are subject to change. There is no assurance that the target allocations can or will be achieved, and actual allocations and risk or return profiles of actual portfolio holdings may be significantly different from those shown here.

The information presented is not definitive investment advice, should not be relied on as such, and should not be viewed as a recommendation by TCM generally or for any purpose outside of TCM’s model portfolios as of the date indicated. It is presented solely to illustrate TCM’s investment process in developing the model portfolios and its analysis and views of the funds that comprise the model portfolios as of the date indicated. The funds presented herein are not representative of all of the funds purchased, sold or held for advisory clients, and it should not be assumed that investment in the funds identified was or will be profitable. TCM’s views of, recommendations with respect to, and investment decisions regarding, securities may vary across TCM’s strategies. Such recommendations are subject to change continually and without notice of any kind and may no longer be true after the date indicated.

The information presented in this presentation has been developed internally and/or obtained from sources believed to be reliable; however, TCM does not guarantee the accuracy, adequacy or completeness of such information. Predictions, opinions, and other information contained in this presentation are subject to change continually and without notice of any kind and may no longer be true after the date indicated. Any forward-looking statements speak only as of the date they are made, and TCM assumes no duty to and does not undertake to update forward-looking statements. Forward-looking statements are subject to numerous assumptions, risks and uncertainties, which change over time. Actual results could differ materially from those anticipated.
A book cover for the book: "How Harvard and Yale Beat the Market" by Matthew Tuttle
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