DWAW yields 0.78% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, DWAW + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of DWAW + JEPQ for your $10,000?
Alpha-Seeking Complement to Broad Based Exposure – Broad based indexes, by their nature, have the good and the bad, the strong and the weak. DWAW seeks to add alpha using Dorsey Wright’s historically successful trend following process and investment modeling that looks to identify the strongest asset classes from the weaker performers. Active Management Advantage – Many ETFs passively invest owning the majority of the stocks represented in their benchmark index, including those with less than attractive investing attributes. DWAW’s investment process systematically screens a broad variety of asset classes in the FSM All Cap World investment universe for inclusion or removal from its highly tactical, active portfolio. Asset Class Rotation – Owning or even avoiding certain asset classes – domestic or foreign, small or large cap, growth or value, factor or market based – is an important determinant of portfolio success. Asset classes rotate in and out of season. Sometimes those trends last for years, other times for months. By investing in the highest FSM ranked funds, DWAW seeks to capture the growth of those asset classes demonstrating the greatest relative strength while avoiding the weakest. Systematic Defense – Because we believe avoiding severe losses helps to preserve capital and can contribute to good performance over time, DWAW uses a rules-based approach to tactically add cash or short term fixed income exposure to the portfolio when momentum indicators are triggered. The temporary defensive position is to try to shield the portfolio from certain catastrophic market types.
Full DWAW Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.