Tactical ETF
The strategy uses technical trading indicators to actively trade index ETFs. The strategy is appropriate for investors that are looking to sidestep market downturns, while still participating in the upside.
Performance Chart
All performance information is of the Portfolio Manager account, net of management fees.
All performance information is of the Portfolio Manager account net of management fees, and not of any investing client accounts.
Actual client returns will differ based on client-specified security exclusions, client cash flow behavior (investments and divestments), and trading restrictions placed on client accounts by brokerage.
The management fees applicable to Interactive Advisors proprietary portfolios are actually charged to
the Interactive Advisors accounts managing those portfolios, whereas the management fees applicable to
Portfolio Manager portfolios are applied retroactively as simulated fees to the Portfolio Manager account returns (as
Interactive Advisors does not manage or control these accounts) for purposes of this net-of-fees performance presentation only.
Performance, composition and volatility could vary significantly from that of the benchmark(s), which are
provided for illustrative purposes only.
This information was calculated up to Dec 08, 2023.
Metrics
Performance
The performance table shows the returns over various time periods, including the time periods that are clickable on the chart, calendar years and also the Since inception (annualized) performance which is the year over year growth rate of portfolio asset value.
| Last 30 days | 4.9% |
| Last 90 days | 4.4% |
| Last 365 days | 17.8% |
| Last 5 years | 40.3% |
| Since inception (Feb 03, 2016) | 82.7% |
| Since inception (annualized) | 8.0% |
| 2023 (YTD) | 20.2% |
| 2022 | -25.2% |
| 2021 | 24.3% |
| 2020 | 9.6% |
| 2019 | 19.5% |
| 2018 | -4.1% |
| 2017 | 19.3% |
Risk metrics (last 365 days)
The risk metrics table is only present for portfolios with more than a 365 day track record which is needed to meaningfully compute the summary risk metrics.
You can learn more here.
| Volatility
The standard deviation of portfolio returns; a measure of risk. |
11.6% |
| Sharpe ratio
A measure of risk-adjusted portfolio return. |
1.02 |
| Sortino ratio
A measure of portfolio return adjusted for down-side volatility. |
1.57 |
| Maximum drawdown
Maximum value lost from peak to trough over the last year. |
-9.8% |
| Value-at-risk (95%, 1 week)
Estimates the potential loss of a portfolio with a specified confidence level and time horizon. |
-2.7% |
Estimate your costs
All costs shown are estimated and consist of the annual management fee applicable to the specific portfolio displayed. We compute the annual management fee applicable to your investments daily and charge it to you monthly in arrears or in conjunction with a withdrawal.
On a daily basis, the applicable fee associated with each portfolio you invest in will be applied to the end-of-day gross market value of your investment in that portfolio and the resulting amount will be divided by 365. At the end of each month, you will be charged a fee made up of the sum of all daily fees calculated during that month for each portfolio investment. The more assets you invest in a given portfolio with us, the higher the amount of the annual fee charged to you.
No trading commissions apply to trading in any of the portfolios due to the IBKR-LITE commissions structure we have selected for all of your clients. For portfolios including ETFs, additional expense ratios will need to be paid to the ETF issuer and they are not included in this calculation.
Portfolio information
Our strategies and the algorithms we deploy are split between both a top-down and bottom-up approach to investing depending on the particular portfolio. Our investment team utilizes extensive resources to constantly monitor the investment and capital markets landscape around the clock to identify both fundamental and technical opportunities for clients.
Investment portfolios are professionally managed and monitored with a rigid due diligence process. Performance consistency is an absolute priority and risk adjusted returns are measured continuously. Investment portfolios are constructed and optimized to capitalize on market opportunities with an eye on risk mitigation. Our portfolios are continuously stress-tested and watched carefully by our investment team.
Changes in a portfolio are determined by the investment team and the investment approach designated for each strategy.
For the more algorithmic strategies the investment team may subjectively override an algorithmic decision based on macroeconomic or other factors that the investment team believes the algorithm is not adequately taking into consideration.
Portfolio updates
Manager
Elite Wealth Management
Elite Wealth Management is a registered investment adviser headquartered in Kirkland, WA.
Our mission at Elite Wealth Management is twofold: to provide our clients with financial guidance based on their values and priorities, and to provide them the peace of mind and confidence to pursue their financial future – no matter what the markets or life may bring. Our capabilities are fully aligned to providing the best possible client service and communication along the way.
We have extensive experience managing the wealth of high net worth individuals and institutions, and are committed to delivering insightful, informed advice to help our clients achieve their financial goals.
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Disclosures
Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.
This portfolio was launched on Interactive Advisors on February 03, 2016, when clients were able to start investing in it. All performance information on this page is actual performance of the Portfolio Manager’s account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ. All Portfolio Manager information including personal data, profiles, and strategies has been provided by the Portfolio Manager. Interactive Advisors makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Interactive Advisors.
All performance information on this page is based on the performance of the Portfolio Manager’s account, using the manager’s own funds. Performance of the Portfolio Manager's account is calculated by Interactive Advisors on a daily time-weighted basis, including cash, dividends and earnings distributions and reflects the deduction of broker commissions (when commissions were charged). Manager returns include trades and positions that fail Interactive Advisors' trading rules, as a result, actual client returns will differ. Interactive Advisors’ advisory fees are simulated and applied retroactively to present the portfolio return “net-of-fees”.
In addition to Interactive Advisors’ management fees, clients will also be charged management fees and other expenses (custodian fees, brokerage commissions, and legal and accounting fees) by ETF issuers if the portfolio contains ETFs.