Portfolio Cafe, ETF & Stock Investment Models
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U.S. Style Box ETF Rotation – Introducing Portfolio Cafe’s newest ETF model.
In 1992 Morningstar introduced their now famous “style box” as a way to classify mutual funds into distinct categories based upon market capitalization and growth and value characteristics. In this article I will introduce Portfolio Cafe’s newest ETF model which is based upon the observable performance differential between investment styles. But first, some quick [...]
Interview with GMO’s Ben Inker – When “Good” is “Bad” and Balancing Risks.
Ben Inker is a portfolio manager and Co-Head of GMO Asset Allocation team for global investment firm GMO. Inker explains why he is increasing GMO’s cash levels and treading very carefully in both the stock and bond markets. Follow this link for the full interview. Ben likes high quality U.S. stocks and also values holding [...]
Monthly Asset-Class Scoreboard
April continued the trend favoring most “risk on” asset classes although the top spots now belong to more defensive types of plays – low volatility, dividend, and REIT. This makes perfect sense given the duration of the stock market’s rise – investors are cashing in higher beta strategies that performed well early in the year, [...]
The Jury is Out and the Verdict is in…MOMENTUM WINS (yet again) – Read the Case Here.
I have added a new white-paper to the Resource page. Gary Antonacci has produced another excellent paper entitled “Absolute Momentum: a Simple Rule-Based Strategy and Universal Trend-Following Overlay”. I like Gary’s papers in that they are clearly written and that they demonstrate how all investors can fairly easily increase their risk-adjusted investment returns. For readers [...]