Advanced ETF Strategies

Common ETF Investing Techniques

The unique structure of exchange-traded funds makes sophisticated investment techniques possible. Learn about diversification, leverage, options and shorting ETFs.

Sector Rotation & ETFs

Sector rotation is based on the idea that different types of businesses perform better or worse in different stages of an economic cycle. Sector rotation is based on the idea that different types of businesses perform better or worse in different stages of an economic cycle.

Core-Satellite Strategy

The core-satellite strategy seeks to merge index investing with active management to attempt to outperform the market. A core-satellite portfolio will typically contain a significant investment in an index-based security, such as a broad-market ETF, and a smaller proportion of investments in more dynamic securities such as sector ETFs, mutual funds or individual stocks.