Guggenheim Investments ETF Model Portfolios
Published: May 16, 2017
This content is for informational purposes only. This should not be construed as solicitation. The general public should consult their financial advisor for additional information related to investment decisions.
No changes

Weekly Update:

Guggenheim Special Opportunities Model GUGGSO

ETF Name Symbol DWA Suggested Weighting Date Added
Guggenheim S&P Spin-Off ETF CSD 20.000% 09/26/2011
Guggenheim China Technology ETF CQQQ 20.000% 02/08/2016
Guggenheim S&P MidCap 400 Equal Weight ETF EWMC 20.000% 12/09/2013
Guggenheim Insider Sentiment ETF NFO 20.000% 09/09/2008
Guggenheim S&P 500 Top 50 ETF XLG 20.000% 08/15/2016

* - Dates prior to 10/14/08, which is when the Guggenheim Special Opportunities Model ETF Portfolio became available in the Guggenheim Weekly ETF Report, are representative of when the position was added to the backtested model.

Guggenheim Equal Weight Sector Model GUGGSECT

ETF Name Symbol DWA Suggested Weighting Date Added
Guggenheim S&P Equal Weight Consumer Discretionary ETF RCD 25.000% 04/22/2009
Guggenheim S&P Equal Weight Technology ETF RYT 25.000% 11/23/2015
Guggenheim S&P Equal Weight Utilities ETF RYU 25.000% 02/08/2016
Guggenheim S&P 500 Equal Weight Real Estate ETF EWRE 25.000% 08/31/2015

* - Dates prior to 7/8/2014, which is when the Guggenheim Equal Weight Sector Model became available in the Guggenheim Weekly ETF Report, are representative of when the position was added to the backtested model.

Back to report

DISCLOSURE

**Unless otherwise stated, the performance numbers herein are based on price returns and do not include dividends or all transaction costs. Past performance is not indicative of future results. Potential for profits is accompanied by possibility of loss. Guggenheim Investments has arranged with Dorsey, Wright to provide this specialized ETF page on Guggenheim Investments sponsored products. The Point & Figure analysis, models and resulting rankings, including any information, data or commentary included herein (the "ETF Data"), are created and provided solely by Dorsey, Wright & Associates. Such ETF Data should not be considered an offer to purchase or sell, or a solicitation of an offer to buy or purchase any security. ETF Data and other materials appearing on this Site are believed by Guggenheim Investments to be obtained from reliable sources, but Guggenheim Investments cannot guarantee and is not responsible for their accuracy, timeliness, completeness, or suitability for use. The examples presented do not take into consideration commissions, tax implications, or other transactions costs. Neither Dorsey, Wright nor Guggenheim Investments through this ETF page provide investment, legal or tax advice or recommendations regarding any security, fund or market. As the investment professional making the final decision with respect to allocations, including any related suitability, fiduciary or other legal obligation, please remember to adhere to all applicable laws, regulations, and rules including NASD Rules 2090 and 2111 (Know Your Customer). You alone will bear the sole responsibility of evaluating the merits and risks associated with the use of ETF Data before making any decisions based on the ETF Data. You agree not to hold Guggenheim Investments or Dorsey, Wright liable for any possible claim for damages arising from any decision you make based on the ETF Data. The percentage of the portfolio devoted to any ETF is at the sole discretion of the financial advisor or the customer, and not Dorsey, Wright & Associates or Guggenheim Investments. If you are not familiar with the Point & Figure methodology, we suggest you read "Point & Figure Charting, 4th Edition" by Thomas J. Dorsey and visit the PnF University, www.dorseywright.com. If you are not familiar with the Guggenheim Investments products, or Exchange Traded Funds (ETFs), we suggest you visit www.GuggenheimInvestments.com.