For Illustrative Purposes Only.  Past Performance Does Not Guarantee Future Results.

FOCUS Model Performance Through 5.31.2017

FOCUS Objective:

Long-term capital appreciation. Objective is to help investors participate fully in the growth the U.S. stock market can offer. The FOCUS model allocates aggressively to U.S. equity indexes (via ETFs), while seeking to protect and preserve capital in market down turns with aggressive allocations to bonds or cash. SQR employs a proprietary Trend Rotation System (TRS), with embedded risk management, to adapt to changes in the market and re-balance the FOCUS model – providing professionals with an active Smart Indexing solution.

Allocation Targets:

  • 0% – 100% – U.S. Equities
  • 0% – 100% – Bonds
  • 0% – 100% – Cash

Risk Profile:

  • Moderately Aggressive

Number of ETFs Held:

  • 0 – 1


  • Monthly 


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