Investible Models
ETF Model Portfolios Provide Solutions
As Advisory firms continually look to simplify, scale their practices, and spend more time with their clients, ETF model portfolios seek to deliver that solution. In addition, Advisory firms and advisors alike face an important decision whether to manage client investments in-house or outsource parts of the portfolio management process to a third party. Selecting a reputable and trustworthy partner to entrust your clients’ assets is a must once the decision to outsource has been made. All ETF model portfolios are managed using a disciplined approach that seeks to capitalize on long-term trends. The investment universe and model constraints differ from strategy to strategy, resulting in different risk and return profiles.
Unlike other ETF model portfolio offerings from other providers such as Vanguard, Fidelity, and Morningstar, Nasdaq Dorsey Wright model portfolios utilize proprietary Relative Strength methodology. Relative Strength Methodology defined by Nasdaq Dorsey Wright: The most adaptive tool we have found to identify the strongest trends from the weakest within an investable universe is Point & Figure Relative Strength. Our Relative Strength calculation is designed to target long-term themes of outperformance, while also remaining responsive enough to allow for rotation when market trends necessitate. In short, Relative Strength attempts to minimize exposure to underperforming positions, while letting profitable positions run. Most importantly, this systematic and rules-based approach eliminates the subjective or “emotional” trades, as the calculation is derived from price data alone.
KKM
Tactical Rotation Model
The KKM Tactical Rotation Model seeks to identify major themes in the market, have exposure to those sectors controlled by demand, and eliminate exposure to those sectors controlled by supply. Model Start Date: 8/30/2002
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KKM
Sector Rotation Model
The KKM Sector Rotation Model seeks to identify major themes in the market, have exposure to those sectors controlled by demand and eliminate exposure to those sectors controlled by supply. Model Start Date: 9/2/2002
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KKM
Fixed Income Model
The KKM Fixed Income Model attempts to capture the strongest trends and avoid the weakest trends, staying within the universe listed below, rotating based upon changes in performance trends. Model Start Date: 7/29/2010
KKM
International Rotation Model
The KKM International Rotation Model seeks to identify major themes in the market, have exposure to those funds controlled by demand and eliminate exposure to those funds controlled by supply. Model Start Date: 10/6/2005
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KKM
Global Dynamic
FX Hedged Model
KKM Global Dynamic FX Hedged Model invests in five securities in an equal dollar-weighted manner and is evaluated weekly. Model Start Date: 9/30/2016
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KKM
Global ex-US Dynamic
FX Hedged Model
KKM Global ex-US Dynamic FX Hedged Model invests in four securities in an equal dollar-weighted manner and is evaluated weekly. Model Start Date: 9/30/2016
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KKM
Developed ex-US Dynamic
FX Hedged Model
Developed ex-US Dynamic FX Hedged Model invests in three securities in an equal dollar-weighted manner and is evaluated weekly. Model Start Date: 9/30/2016
DownloadKKM Risk-Based ETF Model Portfolios
(Only equity components are powered by
Dorsey Wright)
These model portfolios were created by the KKM Investment Committee utilizing distinct ETF model portfolio sleeves powered by Nasdaq Dorsey Wright. In creating the models, the committee followed a risk-based objective process, which included incorporating open-architecture and research-based proprietary strategies. These ETF model portfolios seek to assist financial advisers in simplifying and scaling their individual practices. KKM’s 4 model portfolios can assist Advisers in obtaining objectives alongside with their clients’ goals in focus.
KKM Conservative
Seeks current income and preservation of capital through a diversified portfolio of high-quality fixed income ETFs and diversified U.S. equity exposure through Sector ETFs. (Typically 70% Fixed Income/30% U.S. Equity exposure)
KKM Moderate
Seeks current income and preservation of capital through a diversified portfolio of high-quality fixed-income ETFs and diversified U.S. equity exposure through Sector ETFs. Designed to help investors pursue long-term growth primarily through U.S. Sector selection powered by Nasdaq Dorsey Wright. (Typically 50% Fixed Income/50% U.S. Equity exposure)
KKM Growth
Seeks capital appreciation through diversified U.S. equity and International equity exposure utilizing ETFs. Designed to help investors pursue long-term growth primarily through U.S. Sector selection, along with some investments outside the U.S., powered by Nasdaq Dorsey Wright. (Typically 20% Fixed Income/60% U.S. Equity exposure/20% International exposure)
KKM Aggressive Growth
Seeks capital appreciation through diversified U.S. equity and International equity exposure using ETFs. Designed to aggressively help investors pursue long-term growth opportunities domestically as well as internationally. (Typically 75% U.S. Equity exposure/25% International Equity exposure)