Relative Sentiment Tactical Allocation ETF (MOOD)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
MOOD Chart
On the Chain: Bitcoin slides towards US$82,000 as risk-off mood overwhelms ETF buying
Bitcoin has extended its retreat, falling towards US$83,000 as surging bond yields and geopolitical uncertainty continue to outweigh strong institutional demand for cryptocurrency. The world's largest digital asset was recently trading around US$83,112, down about 0.5%, after trading as low as US$82,598 and as high as US$84,239 during the session.
MOOD: Tactical ETF Following Smart Money
The Relative Sentiment Tactical Allocation ETF tactically allocates across asset classes based on institutional versus retail sentiment, favoring 'smart money' positioning. MOOD has delivered superior risk-adjusted returns versus a 60/40 benchmark, the S&P 500, and some key competitors. The portfolio currently tilts toward value equities, maintains modest fixed income exposure, and dynamically shifts allocations with a high 247% turnover rate.
MOOD: An Interesting Relative Sentiment ETF
The Relative Sentiment Tactical Allocation ETF dynamically allocates across equities, bonds, and gold using proprietary sentiment indicators. MOOD employs a 'black box' methodology, rebalancing weekly based on institutional versus retail sentiment, with allocations built from major ETFs. Performance since inception has been robust, with a 3-year Sharpe ratio of 1.6, standard deviation of 9.3%, and average drawdowns of -7.5%.
Relative Sentiment Tactical Allocation ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 13,610 | $558,095.67 | $605,236.7 | $47,141.03 | 8.45% |
 Daniel Guy Ethos Financial Group LLC | 1.2M | $39.18M | $53.4M | $14.23M | 36.31% |
 Gregg Zeoli Empire Financial Management Company LLC | 10,200 | $318,288 | $453,441 | $135,153 | 42.46% |
 Joseph C. Gissy Tactive Advisors, LLC | 69,109 | $3.03M | $3.1M | $71,669.5 | 2.37% |
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Relative Sentiment Tactical Allocation ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund operates with an investment strategy focused on capital growth through tactical investments in a diversified portfolio of ETFs spanning across different asset classes including equities, bonds, commodities, currencies, and gold. This strategy hinges on the utilisation of "relative sentiment" factors to guide the allocation of assets. By strategically choosing to invest in a mix of passively-managed ETFs that cover both U.S. and international developed markets, alongside specific exchange-traded products (ETPs) in gold, commodities, and currencies, the fund positions itself to leverage market sentiments and trends across a broad spectrum of investments. Despite its expansive approach, it is characterized as non-diversified, indicating a potentially higher concentration of investments in specific sectors or assets compared to diversified counterparts.
Products and Services
- Equity ETF Investments
- Bond ETF Investments
- Gold Exchange-Traded Products (ETPs)
- Commodities ETPs
- Currency ETPs
The fund invests in a range of passively-managed equity ETFs that are focused on both U.S. and foreign developed markets. This allows the fund to participate in the global equity markets, aiming to capitalize on growth opportunities while responding to shifting market sentiments.
By involving itself in bond ETFs, the fund incorporates fixed income securities into its portfolio. This diversification strategy aims to balance the risk by mixing more stable, income-generating investments with its equity positions, catering to varied market conditions.
Investing in gold ETPs allows the fund to have direct exposure to the gold market. This commodity investment is typically viewed as a hedge against inflation and currency devaluation, adding a layer of security and diversification to the fund's investment strategy.
Apart from gold, the fund extends its commodities portfolio by investing in other commodities ETPs. This broadens its hedge against inflation and leverage on commodities' cyclical and non-cyclical movements, reflecting a robust approach to capital growth.
The inclusion of currency ETPs in the fund's portfolio provides a strategic exposure to foreign exchange markets, enabling the fund to benefit from currency fluctuations and adding an additional layer of diversification by tapping into the dynamics of the global currency markets.
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