Island Light Sector Rotation Notes (Dec 2014)


The Island Light Sector rotation strategy was updated for December as part of our regular monthly rebalancing. The strategy employs an advanced algorithm for capturing market momentum in an optimized portfolio of US sectors, rebalanced monthly.

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

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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