Island Light Sector Notes (Feb 2015)


The Island Light Sector rotation strategy was updated for February 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, increased allocations to technology and utilities and eliminated exposure to materials. We have no investment in the consumer discretionary, consumer staples, energy, healthcare, industrials and materials sectors. Relative to the S&P 500 sector weights, we are overweight to financials, technology and utilities.

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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