Model Overview

The iQ Seasonal Hedge Model selects stocks during the months of November through April and bonds during the months of May through October.  Stocks are represented by individual securities and bonds can be represented by Exchange Traded Funds (ETFs).

CURRENT portfolio

The Seasonal Hedge Model owns stocks November through April and bonds May through October.  The Model will own the United States Intermediate Treasury Bond until October 31st.

Weight Ticker Name
50 TLH Intermediate_Treasury
50 TLT 20+ Year Treasury

changes

Re-balanced on 5/1/2018. Next re-balance date is 11/1/2018.

Ticker Name Action
MU MICRON TECH SELL
IEP ICAHN ENT L.P. SELL
KRO KRONOS WORLDWIDE SELL
GLIBA GCI LIBERTY A SELL
HBI HANESBRANDS SELL
OI OWENS-ILLINOIS SELL
MIC MACQUARIE INFRAS SELL
TSE TRINSEO SA SELL
FUN CEDAR FAIR L P SELL
WHR WHIRLPOOL SELL
TLH Intermediate_Treasury BUY
TLT 20+ Year Treasury BUY

average annual returns

Below please find the most updated average annual returns for the Seasonal Hedge Model versus the S&P 500 Index.  From 1976 - 1/2018.

To be completed at a later date.