About Us
Blog
Stock Rebound Is In Order
I describe some investor fears that triggered the stock market correction and more importantly,. Read more...Run Away From Global Stocks
Global stocks took a dive this year. While the U.S. market is doing Ok,. Read more...Potential Market Catalysts
In this post, I review potential positive catalysts that might push stocks higher in. Read more...Independence Sentiment Is Rising In Europe
Two years ago Britons expressed their will to exit the EU. Today, it’s Catalonia, Poland. Read more...
Economic Optimism – But Not Much Else
Consumer and business sentiment surged since the election, and remained high this year: High confidence. Read more...
Investment Philosophy
We believe…
Our investment philosophy
- Focusing on asset allocation – the primary source of risk and return relative to market index
- Systematic, model-driven investment process – asset class allocations are determined based on our model’s return forecasts
- Managing downside risk – portfolios include tactical component designed to reduce the risk of significant downside
Our unique approach…
Our forward-looking approach to asset allocation
- We allocate to asset class(es) with the best expected risk/return combination, primarily by investing in liquid, low-cost index ETFs.
- Allocations are determined based on mid-term expected returns (for strategic) and short-term return forecasts (for tactical allocations). Over 20 fundamental factors are utilized in the models.
- This systematic, model-driven tactical investment process minimizes subjectivity
Results in…
Investment performance is direct result of how successful our forecasting is. Learn more about our investment strategies.