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Island Light Sector Notes (Apr 2015)

Overview

We updated our Sector Rotation strategy in at the end of March as part of our regular monthly rebalancing. The strategy employs an advanced algorithm for capturing market momentum in an optimized portfolio of US sectors and is traded monthly.

For this month, we increased our exposure to the US  consumer staples, financials, and healthcare sectors and eliminated exposure to materials and utilities. We have no investment in the consumer discretionary, energy, industrials, materials, technology and utilities sectors. Relative to the S&P 500 sector weights, we are overweight to consumer staples, financials, and healthcare.

For more information about Island Light and its series of model portfolios, please contact us at 508 687 0061.

Matthew V. Pierce, President

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