Most ETF rotation strategies start at the wrong end. The investor picks a sector they like, builds a thesis around why it's about to outperform, and then looks for entry timing as an afterthought. The thesis might be correct. The timing usually isn't. The disciplined version reverses the order: the cycle comes first, the sector comes second. This article walks through how to build an ETF rotation strategy on a cycle foundation that works across sectors, asset classes, and fac
