Navellier & Associates, Inc. Announces 5-Star Rating by Morningstar® for Four of its ETF Portfolios
Four of its Tactical ETF Portfolios are 5-Star rated Overall, and ranked 5-Star for a 3-year and 5-year period by Morningstar® Advisor
Navellier's top tactical ETF portfolio is US Equity Sector Plus featuring AlphaDEX®
RENO, Nev., Feb. 20, 2018 /PRNewswire/ -- Navellier & Associates, Inc., a Nevada based asset manager, is proud to announce that four of its Tactical ETF portfolios are now 5-Star Overall and also ranked 5-Star on a 3-year and 5-year period by Morningstar® Advisor:
- US Equity Sector Plus featuring AlphaDEX®
- US Equity Sector Plus
- Global Allocation Plus featuring AlphaDEX®
- Global Allocation Plus
Each Tactical ETF portfolio achieved its 5-Star rating utilizing both capitalization weighted ETFs and smart-Beta ETFs. Navellier & Associates is proud to join only five other GIPS compliant managers of ETF portfolios in the Tactical Allocation Morningstar® category, with a 5-star Overall rating and with a 5-year track record.
"We are especially proud of the ETF portfolio performance because, as an active manager, Navellier & Associates prefers smart-Beta strategies and has been especially impressed with the First Trust AlphaDEX® ETFs," says Michael Garaventa, the Portfolio Manager (PM) of all four of these ETF strategies. Michael Garaventa, a 16-year veteran with the firm and lead PM, is responsible for all of Navellier & Associates' quantitative research, including its Dividend Grader, ETF Grader and Stock Grader databases, which are available to all on our website www.navellier.com.
Navellier & Associates' head trader, Pete Koelewyn, has successfully navigated ETF trading during challenging fast market conditions (e.g., August 2015 Flash Crash, September 2016 Brexit Aftermath, and February 2018 gyrations) since the inception of these Tactical ETF portfolios. "Understanding how ETFs trade with their fluctuating premiums and discounts to their underlying intrinsic value can be as important as investment selection," opined Koelewyn, who added that, "We are immensely proud of the contribution that our real world trading experience has on returns."
Navellier & Associates has long been a proponent of actively managed ETF portfolios and has written ground breaking white papers on ETF trading, such as Sharks, High Frequency, and ETFs, How The Robo Advisor Revolution May Be Leading Up to an Impending Disaster, and The Evolution & Mutation of ETF Sharks.
Each week, in Navellier MarketMail, thought provoking commentary is featured by five stock market veteran contributors. It discusses the latest market developments, covering their impact on global markets, sector performance and dividend strategies.
Disclosure:
This information is general and does not take into account your individual circumstances, financial situation, or needs, and is not presented as a personalized recommendation to you. This is for informational purposes only and should not be taken as an offer to buy or sell any financial instruments and should not be relied upon as the sole factor in your investment making decisions. Individual strategies discussed may not be suitable for you, and it should not be assumed they were or will be profitable. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. Navellier & Associates, Inc. claims compliance with the Global Investment Performance Standard (GIPS) and has prepared and presented this report in compliance with GIPS standards. A copy of this verification report is available upon request. All investing is subject to risk, including the loss of your principal.
CONTACT: Tanya Alexander
Navellier & Associates, Inc.
775-785-2300 | navellier.com
SOURCE Navellier & Associates, Inc.
Share this article