The Springfield Global Equity Pool is a global equity fund sub-advised by SIA Wealth – a registered Portfolio Manager, managing and sub advising over $800 million in client assets. SIA Wealth utilizes the proprietary Relative Strength software and analysis of SIACharts to manage assets. For the Springfield Global Equity Pool SIA has a target allocation of 50% to broad-based global ETFs and 50% to individual North American Equities. The pool will follow SIA Charts tactical Equity Action Call (EAC™) cash rules. For its ETF holdings, the fund will follow SIA’s Asset Class Ranking rules.
BROAD ETF PORTFOLIO: 50%
5 broad-based ETF’s exhibiting high relative strength out of a universe of diversified broad ETF’s.
STOCK PORTFOLIO: 50%
15 Individual Securities exhibiting high relative strength from a universe of North American Stocks.