2017 Quarter 4 Review: Strategic Series
The NewSquare STRATEGIC Series blends a constant core allocation strategy with an active sector rotation strategy. This blend produces a series of managed ETF portfolios designed to deliver: (1) predictable exposures to opportunities for both growth and income, (2) a sector rotation strategy driven by momentum trends, and (3) low-cost, one-stop diversification designed for long-term growth. NewSquare employs a rigorous multi-factor screening process that favors ETFs with low expense ratios, low total ownership costs, greater diversification, trading support, sponsor strength, and strong institutional support. Clients may choose their top-level asset class exposure — conservative, moderate, aggressive — by selecting from NewSquare’s three equity/fixed income blends: Strategic 40/60, Strategic 60/40, and Strategic 80/20.
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