The Trend Is Your Friend: A Rules-Based Sector Momentum Strategy For Any Market Environment (ARMR)

What if investors could capture the full upside of equity returns - but with less volatility and smaller drawdowns along the way? After 20 years working in all parts of the asset management business, Armor Index ETFs founder Jim Colquitt hit on an approach that he feels does just this. Listing on February 11 of this year, his firm's Armor US Equity Index ETF (ARMR) attempts to algorithmically game the system through sector rotation. While the back-tested results have been phenomenal, can the fund hold up in the current brutal market environment? Jim joins Let's Talk ETFs to weigh in on current markets and explain how ARMR should insulate investors from the worst of the bearish action.Show Notes2:45 - Jim Colquitt's Background: Why he got into investing and how he ended up where he is today7:15 - Why Jim struck out on his own and founded Armor10:45 - Assessment of the market's reaction to the Covid-19 pandemic17:15 - Armor US Equity Index ETF (ARMR): What is the fund's overarching strategy and how does it achieve this?22:30 - Cases where ARMR isn't invested in equities at all (IEF)28:15 - Which is more important, avoiding losses or not missing gains? 33:30 - Is a once a month re-allocation sufficient in highly volatile markets like the current these?35:30 - Does the monthly trading lead to unwanted tax consequences?37:15 - Which family of sector ETFs does ARMR use for exposure to the 11 GICS sectors?41:00 - Is ARMR meant to be a core portfolio holding, or a satellite way of increasing alpha?Learn more about your ad choices. Visit megaphone.fm/adchoices