TACK ETF looks like a winner.

In the current issue (December 2022) of Technical Analysis of Stocks and Commodities, there is an interview with Katie Stockton,  a founder,

and managing partner of Fairlead Strategies LLC.

Fairchild, which uses technical analysis as its main focus, has developed a sector-focused actively managed ETF; Fairchild Tactactical Sector (TACK) which started trading at $25.00 on March 22, 2022.

The universe of ETFs for TACK includes the 11 Select Sector SPDRs as well as SPDR Gold (GLD) and SPTL and SPTS, the long and short-term SPDR ETFs.

The fund, according to the article, holds from five to eight positions in the portfolio at any one time.

The fund rebalances, that is, adjusts on a monthly basis. It uses monthly data only.

I assume it uses some sort of relative strength algorithm.


The relative performance to the overall market ETF SPY has been very nice.

The following chart shows that from the funds’ inception to the close yesterday, December 21, 2022.

TACK, from its inception of $25.00 to the close of December 21, 2022, of $23.70 has lost approximately 5.48%, while the SPY on that date was at 446.53 and at the close of December 21, 2022, was at 363.23,  a loss of approximately 18.65% Excellent relative performance of plus 13.17%  over the approximately eight-month period.

There are numerous ways to trade this rising star ETF. A pair’s trade or outright long when it has high relative strength with positive momentum.