- The iM Seasonal Multi-Sector Investment Strategy capitalizes on a seasonality-based approach to investing, leveraging the well-known “Sell in May and Go Away” phenomenon.
- During the winter period (end of October to the end of April) the model invests in the five highest-ranked U.S. Sector ETFs equally weighted.
- Selection is based on the performance of 30 sector ETFs during the previous one- and two-year winter periods, and not by selecting arbitrarily cyclical- and defensive categories for the winter- and summer periods.
- In the summer period the model allocates funds equally between the iShares 20+ Year Treasury Bond ETF (TLT) and Invesco QQQ.
- By combining sector rotation and hedging mechanisms for inflationary periods, this strategy offers a systematic framework for maximizing returns and managing risks.