Sector position weighting for sectors remaining IN the portfolio are always equal weighted at the time of rebalancing- There is a maximum cap of 25% for any sector ETF at time of rebalance.
- Final sector ETF weighting is determined after going through the ActiveParadigm process.
When 6 or more sectors are removed, the ActiveParadigm methodology will begin to raise cash
- When 3 sectors are IN, the portfolio will have 25% in cash; 2 sectors IN = 50% cash; 1 sector IN = 75% cash.
- Portfolio may have 100% in Cash & cash equivalents.