Value & Growth Rotation
Based on a weekly momentum ranking with a 3 week minimum hold.
Strategy Performance Comparison (Cumulative Growth)
Average Annual Returns
| Performance Period | 5 Year | 10 Year | 20 Year |
|---|---|---|---|
| Val/Gro Rotation | 20.06% | 19.89% | 14.95% |
| SPY Benchmark | 16.18% | 16.00% | 12.68% |
Strategy Holdings
VTV COMPONENTS VALUE SECTOR
- JPMorgan Chase & Co. JPM
- Berkshire Hathaway Inc. BRK.B
- Exxon Mobil Corp. XOM
- Johnson & Johnson JNJ
- Walmart Inc. WMT
- AbbVie Inc. ABBV
- Bank of America Corp. BAC
- The Home Depot, Inc. HD
- The Procter & Gamble Company PG
- Micron Technology, Inc. MU
VUG COMPONENTS GROWTH SECTOR
- NVIDIA Corp. NVDA
- Apple Inc. AAPL
- Microsoft Corp. MSFT
- Alphabet Inc. (Class A) GOOGL
- Amazon.com Inc. AMZN
- Alphabet Inc. (Class C) GOOG
- Meta Platforms Inc. META
- Broadcom Inc. AVGO
- Tesla Inc. TSLA
- Eli Lilly and Co. LLY
Weekly updates will be posted to the subscribers page.
