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Island Light Sector Rotation Notes (Jan 2015)

January 2, 2015 | Investment Notes

Overview

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

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

Matthew V. Pierce, President