Global Allocation Plus AlphaDex

The Navellier Global Allocation Plus featuring AlphaDEX® Portfolio is designed as a tactical, defensive strategy for investors who seek broad diversification across major asset classes in a single account. The portfolio invests in five AlphaDEX® equity sector ETFs, two AlphaDEX® international ETFs, two ETFs representing alternative investments, three fixed income ETFs, a S&P 500 SPDR, and under certain circumstances can take defensive positions by investing in three additional bond ETFs staggered along the yield curve.


U.S. Equity ETFs
First Trust Consumer Discretionary AlphaDex® Fund FDX
First Trust Consumer Staples AlphaDex® Fund FXG
First Trust Energy AlphaDex® Fund FXN
First Trust Financials AlphaDex® Fund FXO
First Trust Healthcare AlphaDex® Fund FXH
First Trust Industrials/Producer Durables AlphaDex® Fund FXR
First Trust Technology AlphaDex® FXL
First Trust Biotechnology AlphaDex® FBT
First Trust NASDAQ-100 QTEX

Fixed Income ETFs/Defensive

Fixed Income ETFs/Defensive Positions
iShares® Convertible Bonds CWB
AlphaDex® Utilities IDU
iShares® iBoxx $ Investment Grade Corporate Bond LQD
iShares®Barclays TIPS Bond TIP
iShares Long Term High Yield Corporate Bonds HYB
iShares® Intermediate High Yield Corporate Bonds HYG
iShares® Short Term High Yield Corporate Bonds HYS
iShares® Mortgage Backed Bonds MBB
iShares® U.S. Bond Composite AGG
iShares® Long Term Treasury Bonds TLT
iShares® Intermediate Treasury Bonds IEF


International Equity ETFs
First Trust Developed Markets ex-US AlphaDex® FDT
First Trust Emerging Markets AlphaDex® FEM
iShares® MSCI EAFE Small Cap SCZ
iShares® MSCI ACWI Index ACWI
Vanguard FTSE All World ex-US ETF VEU


Alternative ETFs
SPDR® Gold Shares GLD
First Trust Materials AlphaDex® FXZ
iShares® Silver Trust SLV
First Trust S&P REIT FRI
Market Vectors Agribusiness ETF MOO

Portfolio Managers

Louis Navellier

Mr. Navellier’s stock selection process focuses on quantitative analysis, fundamental analysis, and optimization of the securities selected for the portfolio.

Michael Garaventa

Mr. Garaventa manages the All Cap Core strategy and is a member of many portfolio management teams including, but not limited to the Large Cap Growth, Power Dividend, and Small-to-Mid Cap Growth management teams.

*Navellier Tactical Global Allocation Plus featuring AlphaDEX® accounts may invest in a cash equivalent, such as money market funds, in place of SHY.Effective February 15, 2014, the following ETFs were added to the investment universe. U.S. Equity sleeve: Consumer Staples, Financial, Health Care, Biotechnology, and NASDAQ-100; International Equity sleeve: MSCI Small Cap, MSCI ACWI, and FTSE All World ex-US; Alternatives sleeve: Agribusiness and Silver; Fixed Income sleeve: Convertibles, Utilities, High Yield, 0-5 Year High Yield, Mortgages, and U.S. Aggregate.

Performance results presented herein do not necessarily indicate future performance; investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. Results presented include reinvestment of dividends and other earnings. None of the stock information, data and company information presented herein constitutes a recommendation by Navellier or a solicitation of any offer to buy or sell any securities. As a matter of normal and important disclosures to you, as a potential investor, please consider the following: The model performances presented in the accompanying charts and graphs are not based on any actual securities trading, portfolio, or accounts, and should be considered mere “paper” or proforma performance results based on Navellier’s research.