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bbindex

Smart(er) Beta and a New Tactical Index

bbindex

Recently there has been considerable focus on smart beta or fundamental factor weighted indexing.      Smart beta indexes are transparent, rules-based indexes designed to provide focused exposure to specific factors, market segments or investment strategies. Typically not weighted by market capitalization, smart beta indexes provide unique opportunities for investors to increase portfolio diversification, reduce […]

tony gwynn

Three Investment Lessons from a Baseball Legend

tony gwynn

Growing up I was a baseball fan for as long as I can remember.  The Reds and the Mets were my early favorites but once my parents set down roots in the midwest I became the Cardinals fan I remain today. Despite team favorites, there was one baseball player that all fans liked and his […]

asset classes

Monthly Asset-Class Scoreboard – Are Stocks Falling From Grace Despite the Record High Stock Market Averages

asset classes

Over the past several months our ETF models have made shifts away from high beta to dividend paying stocks, REITS and bonds.  In fact some models such as Sleep Easy have been holding a bond position for several consecutive months.  To a casual observer this may come as a surprise since what gets reported on […]

flasks

Not Just Hypothetical…A Look at a Real-Time Fund Trading Systematic Models

flasks

Two of the common things that I hear when “non-believers” review the performance returns of systematic investment models is “that’s just hypothetical” or “that’s a backtest”.   I get it.  Sometimes the numbers look to good to be true. In a moment, I will share with you the results of a live, real money account, but before […]