|Analysis for 15 assets||✓||✓|
|Core ETF portfolio||✓||✓|
|Tactical ETF portfolio||✓||✓|
|Macro overlay portfolio||✓|
Frequently Asked Questions
What is the Core ETF portfolio?
Our model 60/40 portfolio is a comprehensive investment framework. It is based on scientific evidence from academic literature. Nonetheless, the model portfolio consists of a few low-cost ETFs only. These invest in a globally diversified portfolio of stocks and bonds. Individual investors can copy the model portfolio. It is easy and quick to implement regardless of previous investment experience. Last but not least, subscribers can enhance the 60/40 approach with our Tactical ETF portfolio.
What is the Tactical ETF portfolio?
It is a long-short asset allocation model portfolio. The tactical model portfolio is delivered as an unleveraged ETF version of our institutional overlay model portfolio. It is intended for investors who want to enhance traditional buy-hold-hold portfolios’ risk/reward relationship. We summarize this activity in a daily alert.
What is the Macro Overlay portfolio?
The macro overlay model portfolio is our portable alpha solution for institutional investors. It aims to generate uncorrelated returns that enhance traditional asset allocations. The overlay consistently derives actionable ideas with an asymmetric risk-return setup.
When are you updating your analysis?
The update schedule is here. Subscribers receive an e-mail as soon as an update gets posted.
Can I share your content?
You can share our content within your household (firm for institutional subscribers) only. Distribution to others is not permitted. Please request our written consent before you wish to share or republish any of our content.
Do you offer a free trial?
Individual subscriptions come with a 30-day money-back guarantee. We will reimburse all of your subscription payment if you do not like our content. The trial is valid once per user only.