Below are example model portfolio holdings for clients of Vanguard, Fidelity and Schwab, European-based investors using UCITS ETFs and participants in the U.S. Thrift Savings Plan. In addition, there are substitutes for those that face other trading restrictions or account minimum issues. These alternative holdings are not always perfect substitutes for the original model portfolio holdings. We have tried to select holdings that were as close as possible to the model portfolio example fund or … [Read more...]
Bank Loans
This lesson describes the characteristics and risks of bank loans and how returns are estimated. Additional Resources Episode 423 of the podcast goes into even greater detail on bank loans and collateralized loan obligations. https://vimeo.com/161060012 … [Read more...]
Using The Investment Conditions Report To Adjust Your Portfolio
Once you have set a long-term target asset allocation that you have implemented through ETFs and other investment vehicles, how should you adjust that allocation based on market conditions? In particular, what adjustments should you make if any based on the Hub’s monthly investment conditions report. The purpose of the investment conditions report is to identify major changes in the market environment—either positive or negative—that suggest investors would be prudent to reduce risk (by … [Read more...]
7: Manage Your Portfolio
Once you have implemented your portfolio, the next step is to periodically review investment conditions such as market valuations, economic and central bank trends, and market internals, which includes trend, momentum and sentiment data, to determine if there is a regime change that suggests you should make adjustments to your asset allocation and portfolio structure. The first lesson provides an overview of the investment conditions and strategy report including its purpose, how to use it, … [Read more...]
Smart Beta Investment Conditions
Several comprehensive research studies by Research Affiliates showed that the starting valuations for smart beta strategies are significant contributors to subsequent performance. In their article, To Win with “Smart Beta” Ask If the Price Is Right, Research Affiliates studied the historical valuations of smart beta and their subsequent returns and concluded that for almost all of the eight factors and eight smart beta strategies they studied there "was negative relationship between starting … [Read more...]
How To Implement Smart Beta Strategies
This video lesson covers how to implement smart beta strategies including using single factor versus multi-factor smart beta ETFs and whether to adjust smart beta allocations based on market conditions. Here is the article referenced in the video: How Can Smart Beta Go Horribly Wrong https://vimeo.com/156879127 … [Read more...]
Example Smart Beta Low Volatility ETFs
The following equity ETFs are examples of holdings that could be used to implement a smart beta low volatility equity allocation. These are holdings that trade on U.S. exchanges. Members that trade on exchanges outside of the U.S. should be able to find similar holdings on their local exchange. Please recognize these fund and ETFs are included as general education and should not be considered investing or trading advice. Low Volatility Equity Strategies by MSCI These ETFs are based on … [Read more...]
Smart Beta: Low Volatility Investing
This lesson defines low volatility investing and describes why it earns a return premium. The lesson also covers how much the low volatility return premium has been over time. https://vimeo.com/155023935 … [Read more...]
Example Smart Beta Momentum ETFs
The following equity ETFs are examples of holdings that could be used to implement a smart beta momentum equity allocation. These are holdings that trade on U.S. exchanges. Members that trade on exchanges outside of the U.S. should be able to find similar holdings on their local exchange. Please recognize these fund and ETFs are included as general education and should not be considered investing or trading advice. Global Momentum Factor Equity These ETFs are based on MSCI's factor index … [Read more...]
Example Smart Beta Value ETFs
The following equity ETFs are examples of holdings that could be used to implement a smart beta value equity allocation. These are holdings that trade on U.S. exchanges. Members that trade on exchanges outside of the U.S. should be able to find similar holdings on their local exchange. Please recognize these fund and ETFs are included as general education and should not be considered investing or trading advice. Global Value Factor Equity These ETFs are based on MSCI's factor index … [Read more...]
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