CASE STUDY: Appleton Group Separate Account Strategies
When clearTREND was launched in January 2012, we knew the importance of creating a strong track record of actual performance with actual dollars. So over the five years of our beta test, The Appleton Group utilized clearTREND as the exclusive research engine for four distinctly different separate account strategies. Each strategy meets the industry’s highest standards of performance reporting scrutiny:
Peer Group Compared
Investing exclusively in the United States, this focused portfolio select key sector ETFs of the American economy. Sectors include energy, telecommunications, technology, real estate, retail, healthcare, financial services and many more.
As of September, 2017 this portfolio was rated 5-stars by Morningstar, and ranked in the top 7% in its category (Tactical Allocation, 3-yr returns).
This portfolio consists of 18-20 individual stocks from the broad U.S. markets, chosen from securities within the clearTREND Library. Companies include Apple, Advanced Micro Devices, CVS Caremark, Kansas City Southern, Marriott, Monster Beverage, Netflix, Pandora, Verifone, Tesla, and others.
As of September, 2017 this portfolio was rated 5-stars by Morningstar, it was ranked in the top 3% of its category for 3-yr performance and was the top performer for calendar YTD 2017 (Tactical Allocation).
Also an individual stock portfolio, this strategy consists of 10-12 publicly-traded corporations headquartered in Wisconsin. Companies include Harley Davidson, Badger Meter, Alliant Energy, Manpower, Exact Sciences, Manitowoc Corporation, Oshkosh Truck, Plexus, and Rockwell Automation.
As of September, 2017 this portfolio was rated 5-stars by Morningstar, it was the top performer in its category for both 2016 (Tactical Allocation) and calendar YTD 2017. It was also ranked in the top 1st percentile for the trailing 3-yr period in its category.
Comprised exclusively of dividend-paying bond ETFs, this portfolio is designed to primarily produce current income with limited growth characteristics. Benchmarked against a peer group of mainly growth strategies, its ratings and rankings reflect the limited utility clearTREND might offer for assets that tend to be less dynamic.
For the 3-yr period ending September 30, 2017, this strategy was rated 2-stars by Morningstar and was ranked in the 80th percentile in its category (Tactical Allocation).