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Sector Allocation Model
Adjust the levers below to see how different allocation strategies affect the sector weights. The model blends S&P 500 index weights, analyst sector ratings, and momentum rankings.
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S&P 500 weight portion
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Strategic Rating
%
Strategic Rating
ETF Equal-Weight Remainder
15%
Recalculating...
| Sector | ETF | Price | S&P Weight | A: Passive Weight | B: Active Sector Rating Weight | C: Tactical Adj | Final Sector |
|---|---|---|---|---|---|---|---|
| Consumer Discretionary | XLY | $118.36 | 10.68% | 5.34% | 3.74% | -2.00% | 7.08% |
| Industrials | XLI | $174.49 | 9.03% | 4.52% | 3.64% | 2.00% | 10.16% |
| Information Technology | XLK | $159.27 | 31.95% | 15.97% | 11.65% | 0.00% | 27.63% |
| Communication Services | XLC | $116.20 | 10.78% | 5.39% | 3.93% | 0.00% | 9.33% |
| Materials | XLB | $51.49 | 2.02% | 1.01% | 1.09% | 0.00% | 2.10% |
| Energy | XLE | $59.59 | 3.44% | 1.72% | 1.60% | 2.00% | 5.32% |
| Financials | XLF | $52.15 | 12.10% | 6.05% | 4.41% | -2.00% | 8.46% |
| Real Estate | XLRE | $44.30 | 1.94% | 0.97% | 0.71% | 0.00% | 1.68% |
| Consumer Staples | XLP | $84.42 | 5.97% | 2.99% | 0.00% | -2.00% | 0.99% |
| Health Care | XLV | $145.60 | 9.65% | 4.83% | 3.38% | 0.00% | 8.21% |
| Utilities | XLU | $46.77 | 2.43% | 1.21% | 0.85% | 2.00% | 4.07% |
| Total Sectors | 100.00% | 50.00% | 35.00% | 0.00% | 85.00% | ||
Individual ETFs
| Name | Ticker | Price | Weight |
|---|---|---|---|
| Horizon Kinetics Inflation Bene | INFL | $53.24 | 3.00% |
| Invesco Solar ETF | TAN | $58.41 | 3.00% |
| iShares U.S. Aerospace & Defens | ITA | $218.30 | 3.00% |
| iShares U.S. Transportation ETF | IYT | $81.30 | 3.00% |
| Global X U.S. Infrastructure Development ETF | PAVE | $56.88 | 3.00% |
| Total ETFs | 15.00% | ||
| Grand Total | 100.00% | ||
Model date: March 2026
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