{"id":7848,"date":"2025-04-20T22:21:53","date_gmt":"2025-04-20T22:21:53","guid":{"rendered":"https:\/\/demo5.dedicatedhost247.com\/zexo\/this-fund-is-designed-to-help-investors-withstand-wild-market-swings\/"},"modified":"2025-04-20T22:21:53","modified_gmt":"2025-04-20T22:21:53","slug":"this-fund-is-designed-to-help-investors-withstand-wild-market-swings","status":"publish","type":"post","link":"https:\/\/demo5.dedicatedhost247.com\/zexo\/this-fund-is-designed-to-help-investors-withstand-wild-market-swings\/","title":{"rendered":"This fund is designed to help investors withstand wild market swings"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div id=\"SpecialReportArticle-ArticleBody-6\" data-module=\"ArticleBody\" data-test=\"articleBody-2\" data-analytics=\"SpecialReportArticle-articleBody-6-2\"><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"\/><\/p>\n<div role=\"region\" aria-labelledby=\"Placeholder-ArticleBody-Video-108131712\">\n<div role=\"button\" tabindex=\"0\" id=\"Placeholder-ArticleBody-Video-108131712\" class=\"PlaceHolder-wrapper\" data-vilynx-id=\"7000372864\" data-test=\"VideoPlaceHolder\">\n<div class=\"InlineVideo-videoEmbed\" id=\"InlineVideo-0\" data-test=\"InlineVideo\">\n<div class=\"InlineVideo-wrapper\">\n<div class=\"InlineVideo-inlineThumbnailContainer\"><span class=\"InlineVideo-videoButton\"\/><span\/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p>Katie Stockton thinks she has a viable option for investors trying to withstand wild market swings.<\/p>\n<p>She manages the <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-1\"><a href=\"https:\/\/www.cnbc.com\/quotes\/TACK\/\">Fairlead Tactical Sector ETF (TACK)<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, which is designed to be nimble in times of market stress. It&#8217;s not tied to an index.<\/p>\n<p>&#8220;What\u00a0we try to do is help investors leverage the upside through sector rotation, but also minimize drawdowns,&#8221;\u00a0the Fairlead Strategies founder told CNBC&#8217;s <a href=\"https:\/\/www.cnbc.com\/etf-edge\/\">&#8220;ETF Edge&#8221;<\/a> this week. &#8220;That&#8217;s obviously a big advantage longer term when you can just go into a less deep hole to climb out of.&#8221;<\/p>\n<p>According to Stockton, her ETF is particularly nimble in this environment because it uses multiple strategies \u2014 not just one. Since President Donald Trump announced his &#8220;reciprocal&#8221; tariffs on April 2, the ETF has fallen just over 4%, while the <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-3\"><a href=\"https:\/\/www.cnbc.com\/quotes\/.SPX\/\">S&amp;P 500<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span> has lost 6.9%.<\/p>\n<p>Stockton&#8217;s ETF rotates monthly between all 11 S&amp;P 500 sectors.<\/p>\n<p>&#8220;We don&#8217;t own <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-4\"><a href=\"https:\/\/www.cnbc.com\/quotes\/XLK\/\">technology<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span> anymore,&#8221; Stockton said. &#8220;Some of the sectors that we like to invest in have fallen out of favor.&#8221;<\/p>\n<p>As of April 16,\u00a0the fund&#8217;s top sector holdings included <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-5\"><a href=\"https:\/\/www.cnbc.com\/quotes\/XLP\/\">consumer staples<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-6\"><a href=\"https:\/\/www.cnbc.com\/quotes\/XLU\/\">utilities<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span> and <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-7\"><a href=\"https:\/\/www.cnbc.com\/quotes\/XLRE\/\">real estate<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, according to Fairlead Strategies.\u00a0<\/p>\n<p>As of Thursday&#8217;s close, the Fairlead Tactical Sector ETF is down 4% so far this year.<\/p>\n<p>Meanwhile, ETFs that are centered around specific sectors or strategies are largely under pressure. For example, the <a href=\"https:\/\/www.cnbc.com\/2024\/12\/14\/invesco-launches-etf-to-maximize-on-the-tech-concentration-craze.html\">Invesco Top QQQ Trust (QBIG)<\/a>, which tracks the top 45% of companies in the <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-9\"><a href=\"https:\/\/www.cnbc.com\/quotes\/.NDX\/\">Nasdaq-100<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span> index, is down 22% in 2025.<\/p>\n<p>The <a href=\"https:\/\/www.cnbc.com\/2025\/01\/11\/this-etf-provider-launches-a-new-way-to-play-tesla.html\">GraniteShares YieldBoost TSLA ETF (TSYY)<\/a> is off 48% since the beginning of the year.<\/p>\n<p>BTIG&#8217;s Troy Donohue, the firm&#8217;s head of Americas portfolio trading, thinks Stockton&#8217;s ETF employs a sound strategy \u2013 particularly during the recent &#8220;dramatic pullback.&#8221;<\/p>\n<p>&#8220;TACK is a great example of how you can be nimble during these market times,&#8221; Donohue said. &#8220;It&#8217;s great to see it in an ETF product that has performed really well during this recent drawdown.&#8221;<\/p>\n<\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Katie Stockton thinks she has a viable option for investors trying to withstand wild market swings. She manages the Fairlead Tactical Sector ETF (TACK), which is designed to be nimble in times of market stress. It&#8217;s not tied to an index. &#8220;What\u00a0we try to do is help investors leverage the upside through sector rotation, but [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":7849,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"spay_email":""},"categories":[49],"tags":[862,217,199,1435,935,10768,11832,5529,1469,63,298,10582,11824,11825,2027,10989,11586,10766,11833,186,244,1843,183,9352,11828,10479,2121,2505,11829,11831,11830,1430,10925,185,1701,9435,304,7030,193,11827,3498,11826,187,3265,11834],"jetpack_featured_media_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108129992-1744293308136-gettyimages-2208870764-AFP_39VC42L.jpeg?v=1744920536&w=1920&h=1080","_links":{"self":[{"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/posts\/7848"}],"collection":[{"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/comments?post=7848"}],"version-history":[{"count":0,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/posts\/7848\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/media\/7849"}],"wp:attachment":[{"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/media?parent=7848"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/categories?post=7848"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/tags?post=7848"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}