What is Portfolio Cafe?
Why was the site created?
What is your investment philosophy?
What is the advantage of using models for investing?
What is a “model” and how many securities are in a typical Portfolio Cafe model?
Morningstar defines ETF Managed Portfolios as “investment strategies that typically have more than 50% of portfolio assets invested in exchange-traded funds…” At Portfolio Cafe, our Wealth Strategies are 100% invested in exchange-traded funds, or sometimes cash if you invest in our risk-managed portfolios that offer downside protection.
When market risks are low (known as a “risk on” environment), our ETF Wealth Strategies are typically positioned for growth. When market risk is medium, our portfolios might invest in more stable or undervalued areas. The risk-managed portfolios could also have a higher percentage of cash. When market risk is high (“risk off”), we tend to get defensive. Portfolio Cafe’s risk-managed portfolios can go up to 100% cash in extreme conditions.
Portfolio Cafe’s specialty Wealth Strategies ETF models will typically hold 2-3 ETFs and the Active Trader Strategies will typically hold between 10 and 20 stocks at a given time. Our Keystone Wealth Strategy, designed as a complete portfolio offering will hold up to 12 ETFs.
How often are the models updated?
What are the advantages of ETFs?
Does Portfolio Cafe use inverse ETFs?
What is Tactical Asset Managment?
How do I find out about changes made to the portfolios?
Our Active Stock Strategies are updated automatically each Monday, generally a few hours before the NYSE open. Members can access the updates via the Members dashboard.