FSI Sector Allocation
Stock List
FSI Sector Allocation
Stock List
FSI Sector Allocation - Performance
Our website is currently being updated to showcase our new monthly sector allocation strategy report. Thank you for your patience.
The FSI Sector Performance is calculated at the close of each market day.
FSI Sector Performance Since Rebalance
- S&P 500 (SPY)
-
Increased by 3.30%
- FSI Sector Allocation
-
Increased by 3.37%
- FSI vs Index
-
Increased by 0.07%
Performance period: February 02, 2024 through June 30, 2023
Year to Date FSI Sector Performance
- S&P 500 (SPY)
-
Increased by 15.91%
- FSI Sector Allocation
-
11.75%
- FSI vs Index
-
Decreased by -4.16%
Performance period: January 01, 2024 through June 30, 2023
Inception to Date FSI Sector Performance (1st of October 2020)
- S&P 500 (SPY)
-
Increased by 32.37%
- FSI Sector Allocation
-
Increased by 33.27%
- FSI vs Index
-
Increased by 0.90%
Performance period: October 01, 2020 through June 30, 2023
FSI Sector Performance Since Rebalance
Performance period: February 01, through June 30, 2023
Year to Date FSI Sector Performance
- FSI Sector Allocation
- S&P 500 (SPY)
Performance period: January 01, 2024 through June 30, 2023
Inception to Date FSI Sector Performance ( 1st of October 2020 )
- FSI Sector Allocation
- S&P 500 (SPY)
Performance period: October 01, 2020 through June 30, 2023
