Brookstone Opportunities ETF (BAMO US) – Portfolio Construction Methodology

The investment framework informing the actively managed Brookstone Opportunities ETF is a flexible, fund-of-funds asset-allocation approach investing via unaffiliated ETFs in global equities (any market cap, including emerging markets), bonds (including high yield), and cash equivalents; leveraged ETFs may be used. Allocation is driven by the adviser’s relative outlook across asset classes, with ETF selection based on asset class fit, benchmark, expense ratio, liquidity, and issuer. The equity sleeve can be all-in or all-out depending on conditions; fixed income exposure typically uses U.S. Treasury or broad indexed bond ETFs. The portfolio generally holds 5–10 ETF positions for clarity of bets and trading efficiency, accepting sector tilts that flow from chosen ETFs. Rebalancing is discretionary and regime-aware; positions are resized or replaced as views, costs, or liquidity change. The design emphasizes investability, rapid implementation, and capacity via liquid ETFs.

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