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Investment Adviser
Split Rock
Portfolio Manager,Financial Services,Split Rock
- Education Cardinal Stritch University
- Qualifications Series 65 and 63
Equity Rotation
Split Rock Private Trading & Wealth Management strategically manages its Equity Rotation Model by continually monitoring which phase of the economic cycle we are currently in. Split Rock then purchases companies that are best-positioned within the cycle. On an ongoing basis, Split Rock makes tactical adjustments based on geopolitical events and various micro and macro-economic factors.
Split Rock Private Trading & Wealth Management strategically manages its Equity Rotation Model by continually monitoring which phase of the economic cycle we are currently in. Economic cycles are divided into 4 sector: energy, materials, consumer staples and technology.
Our strategy is driven primarily by fundamental analysis. We tend to favor companies with consistent growth and stability of earnings and dividends, limited debt, low P/E multiples relative to peers, and strong cash flows. We supplement our research with technical analysis, focusing on moving averages and support levels, as well as identifying current and potential industry trends.
Our strategy is driven primarily by fundamental analysis. We tend to favor companies with consistent growth and stability of earnings and dividends, limited debt, low P/E multiples relative to peers, and strong cash flows. We supplement our research with technical analysis, focusing on moving averages and support levels, as well as identifying current and potential industry trends.
We start with all the publicly traded companies that are listed on the NYSE, NASDAQ and AMEX. We then identify sectors that will stand to benefit from the economic phase we believe we are currently in. We then screen the stocks within the identified sectors based on fundamental and technical analysis. We conclude by cross checking our research with other well respected analysts recommendations before we make our final selections. Data Sources include, but are not limited to Standard & Poors, Morningstar, Kwanti and CNBC.
Holdings = No more than 50
Weightings = Minimum 2%, Maximum 15%
Rebalancing Techniques are based on either tactical adjustments or performance related trades (through Sell Limit or Stop Orders). Proceeds are then used to rebalance existing holdings or enter newly recognized positions. Note: The Covestor replication process does not consider stop losses and executes market orders in subscriber accounts.
The model will typically hold 25% ETFs and 75% Stocks. The ETFs could be long, leveraged or inverse.
Typical turnover is 30% per year.
Weightings = Minimum 2%, Maximum 15%
Rebalancing Techniques are based on either tactical adjustments or performance related trades (through Sell Limit or Stop Orders). Proceeds are then used to rebalance existing holdings or enter newly recognized positions. Note: The Covestor replication process does not consider stop losses and executes market orders in subscriber accounts.
The model will typically hold 25% ETFs and 75% Stocks. The ETFs could be long, leveraged or inverse.
Typical turnover is 30% per year.
Our sell discipline is based on many factors including:
1. Strategic and tactical adjustments as discussed earlier.
2. Using trailing limit orders to help to protect gains or minimize losses. Note: The Covestor replication process does not consider stop losses and executes market orders in subscriber accounts.
3. Ongoing fundamental and technical analysis.
1. Strategic and tactical adjustments as discussed earlier.
2. Using trailing limit orders to help to protect gains or minimize losses. Note: The Covestor replication process does not consider stop losses and executes market orders in subscriber accounts.
3. Ongoing fundamental and technical analysis.
None.
Model commentary
Bakken shale model makes position changes
17 October 2012
There's still a bright outlook for U.S. energy.
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