US Equity Sector Plus AlphaDex
The Navellier U.S. Equity Sector Plus featuring AlphaDEX® Portfolio is designed as a tactical, defensive strategy for investors who seek an allocation within the U.S. equity markets. The portfolio invests in ten AlphaDEX® equity sector ETFs and under certain circumstances can take defensive positions by investing in three bond ETFs staggered along the yield curve.
Domestic
| 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 Materials AlphaDex® Fund | FXZ |
| First Trust Nasdaq-100 Technology Sector Index Fund | QTEC |
| First Trust Technology AlphaDex® Fund | FXL |
| First Trust NYSE Arca Biotechnology Index Fund | FBT |
Effective February 15, 2014, the following ETFs were added to the investment universe: Consumer Staples, Financial, Health Care, Biotechnology, and Nasdaq-100. Effective September 28, 2016, the following ETFs were added to the investment universe: Investment Grade Corporate Bonds and Convertible Bonds.
Fixed Income ETFs/Defensive
| Fixed Income ETFs/Defensive Positions | |
|---|---|
| iShares® Barclays 20+ Year Treasury Bond | TLT |
| iShares® Barclays 7-10 Year Treasury Bond | IEF |
| iShares® Barclays 1-3 Year Treasury Bond | SHY* |
| First Trust S&P REIT Index Fund | FRI |
| First Trust Utilities AlphaDEX® Fund | FXU |
| SPDR Barclays Convertible Securities ETF | CWB |
| iShares® IBoxx $ Investible Grade Corporate Bond Fund | LQD |
*Navellier Tactical U.S. Equity Sector Plus featuring AlphaDex® accounts may invest in a cash equivalent, such as money market funds, in place of SHY.
Portfolio Managers
Louis Navellier
CHIEF INVESTMENT OFFICER
Mr. Navellier’s stock selection process focuses on quantitative analysis, fundamental analysis, and optimization of the securities selected for the portfolio.
Michael Garaventa
PORTFOLIO MANAGER
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.
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.