Portfolio Cafe, ETF & Stock Investment Models
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Monthly Asset-Class Scoreboard
The story of May was the increase in yields on U.S. bonds to their highest level in 13 months and the disruptive dislocation that this caused among other asset classes. Although long-term bond prices (TLT, iShares Barclays Twenty Year Bond) have been in a pattern of making lower lows and lower highs since last summer, [...]
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, [...]