Skip to content
Trending
June 4, 2025Dollar General is shaking off tariff fears and winning over higher-income consumers June 3, 2025More office space is being removed than added for the first time in at least 25 years June 3, 2025Gap shares plummet as retailer says tariffs could cost between $100 million and $150 million June 3, 2025People are cooking at home at the highest levels since start of pandemic, according to Campbell’s June 4, 2025CrowdStrike shares drop on weak revenue guidance June 4, 2025Fed Governor Lisa Cook sees tariffs raising inflation and complicating rate policy June 4, 2025Job openings showed surprising increase to 7.4 million in April June 3, 2025‘Fantasy math’ masks tax bill’s U.S. debt impact, GOP lawmaker said. What the deficit means for your money
EverydayRead
  • HOME
  • Business
  • Earnings
  • Economy
  • Finance
  • Lifestyle
EverydayRead
EverydayRead
  • HOME
  • Business
  • Earnings
  • Economy
  • Finance
  • Lifestyle
EverydayRead
  Finance  This fund is designed to help investors withstand wild market swings
Finance

This fund is designed to help investors withstand wild market swings

AdminAdmin—April 20, 20250

A different 'tack' for rough markets: How one ETF keeps moving to mitigate stock losses

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’s not tied to an index.

“What we try to do is help investors leverage the upside through sector rotation, but also minimize drawdowns,” the Fairlead Strategies founder told CNBC’s “ETF Edge” this week. “That’s obviously a big advantage longer term when you can just go into a less deep hole to climb out of.”

More stories

Chinese self-driving trucking company pivots to generative AI for video games

December 19, 2024

Stocks making the biggest moves after hours: Apple, Amazon, Intel, Snap and more

August 2, 2024

Jamie Dimon says he expects S&P 500 earnings estimates to fall as companies pull guidance

April 13, 2025

Long-term care costs can be a ‘huge problem,’ experts say. Here’s why

May 18, 2025

According to Stockton, her ETF is particularly nimble in this environment because it uses multiple strategies โ€” not just one. Since President Donald Trump announced his “reciprocal” tariffs on April 2, the ETF has fallen just over 4%, while the S&P 500 has lost 6.9%.

Stockton’s ETF rotates monthly between all 11 S&P 500 sectors.

“We don’t own technology anymore,” Stockton said. “Some of the sectors that we like to invest in have fallen out of favor.”

As of April 16, the fund’s top sector holdings included consumer staples, utilities and real estate, according to Fairlead Strategies. 

As of Thursday’s close, the Fairlead Tactical Sector ETF is down 4% so far this year.

Meanwhile, ETFs that are centered around specific sectors or strategies are largely under pressure. For example, the Invesco Top QQQ Trust (QBIG), which tracks the top 45% of companies in the Nasdaq-100 index, is down 22% in 2025.

The GraniteShares YieldBoost TSLA ETF (TSYY) is off 48% since the beginning of the year.

BTIG’s Troy Donohue, the firm’s head of Americas portfolio trading, thinks Stockton’s ETF employs a sound strategy โ€“ particularly during the recent “dramatic pullback.”

“TACK is a great example of how you can be nimble during these market times,” Donohue said. “It’s great to see it in an ETF product that has performed really well during this recent drawdown.”

Disclaimer
Trump’s approval rating on the economy drops to lowest of his presidential career, CNBC Survey finds
Chipotle to expand to Mexico amid Trump trade war with U.S. neighbor
Related posts
  • Related posts
  • More from author
Finance

Fed Governor Lisa Cook sees tariffs raising inflation and complicating rate policy

June 4, 20250
Finance

‘Fantasy math’ masks tax bill’s U.S. debt impact, GOP lawmaker said. What the deficit means for your money

June 3, 20250
Finance

JPMorgan hired NOAA’s chief scientist to advise clients on navigating climate change

June 1, 20250
Load more
Read also
Finance

Fed Governor Lisa Cook sees tariffs raising inflation and complicating rate policy

June 4, 20250
Economy

Job openings showed surprising increase to 7.4 million in April

June 4, 20250
Earnings

CrowdStrike shares drop on weak revenue guidance

June 4, 20250
Business

Dollar General is shaking off tariff fears and winning over higher-income consumers

June 4, 20250
Finance

‘Fantasy math’ masks tax bill’s U.S. debt impact, GOP lawmaker said. What the deficit means for your money

June 3, 20250
Economy

People are cooking at home at the highest levels since start of pandemic, according to Campbell’s

June 3, 20250
Load more
ยฉ 2023, All Rights Reserved.
  • About Us
  • Advertise With Us
  • Contact Us
  • Disclaimer
  • Cookie Law
  • Privacy Policy
  • Terms & Conditions