Thesis:

Sector portfolios offer investors exposure to large public companies within each major sector of the economy, with the largest companies by market capitalization receiving the most weight. Sector information derived from Sharadar via Nasdaq. Portfolios rebalance quarterly.

Risks: This portfolio comprises stocks and is susceptible to the inherent volatility and potential declines that characterize the stock market. Additionally, sector portfolios are concentrated in similar companies engaging in a particular kind of business activity, and as such are vulnerable to shocks affecting the particular part of the economy that they invest in.

Sectors included:

MATERIALIDX (Basic Materials Sector)

COMMIDX (Communication Services Sector)

CYCLICIDX (Consumer Cyclical Sector)

CONSUMRIDX (Consumer Defensive Sector)

ENERGYIDX (Energy Sector)

FINANCEIDX (Financial Services Sector)

MEDICALIDX (Healthcare Sector)

INDUSTRYIDX (Industries)

REITIDX (Real Estate Sector)

TECHIDX (Technology Sector)

UTILITYIDX (Utilities Sector)