These ETFs aim for seasonal gains

Article Excerpt

Seasonal investment strategies study the historical performance of stocks, bonds and other asset classes during specific times of year. They then aim to benefit from those patterns. However, these strategies are based on the past and do not always work. Holding stocks with strong fundamentals—and the potential to do well whatever time of year it is—can lower this strategy’s risk. However, there are no guarantees. Here are two ETFs that follow seasonal investment strategies (see the supplement on page 99 for more information). PACER CFRA-STOVALL EQUAL WEIGHT SEASONAL ROTATION ETF $29.17 (New York symbol SZNE; TSINetwork ETF Rating: Aggressive; Market cap: $30.3 million) holds consumer staples and healthcare stocks between May and October, and rotates to consumer discretionary, industrials, materials and information technology between November and April. The ETF currently holds a portfolio of 95 consumer staples and healthcare stocks. Consumer holdings include Hershey Co. (1.6%), Lamb Weston Holdings (1.6%), Phillip Morris (1.6%), Proctor & Gamble (1.6%), and Costco (1.6%). Healthcare holdings…

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