Category Archives: Editor’s Picks

The Case For Managed Futures In A Bull Market

This article was originally published on Seeking Alpha. By Jessica Rabe Summary Managed futures has been incorrectly described as a bear market hedge due to poor performance over the past few years. The strategy is not a hedge; it is uncorrelated, and its role in a portfolio is long-term diversification. AQMIX has had strong returns…
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Simple, Safe, and Cost-Effective: Using a Core/Satellite Approach in Your 401(k)

This article was originally published by the CFA Institute. For those who are overwhelmed by the choices in their 401(k) plans, this article offers tips about portfolio construction from the perspective of an investment adviser. As a fee-based investment adviser, I help clients select investment solutions that improve their chances of achieving their goals. Those…
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Blending Alpha And Beta: Building A ‘Mini-Endowment’

This article was originally published on Seeking Alpha. Disclosure: I am long SCHB, SCHD, SCHF, DEM, SCHZ, LQD, HYG, SCHP, SCHH, IAU, AMJ, VQT. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose…
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Alternatives Industry Analysis, 2013

This report was originally published by Strategic Insight, and is an exhaustive study of alternative ETFs and mutual funds. It has 80 exhibits and 119 pages, as shown in the table of contents. Additional info is available upon request.
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