3 Tactical Rules Suggest Staying Overweight Stocks

As we near the end of each year, we believe it is important to reflect on the signals from our Three Tactical Rules in determining our tactical allocation strategy. Currently, our Three Tactical Rules are signaling that the risk/reward of owning stocks is favorable over the next few months as the Fed is supportive, the trend is positive,... READ MORE »

Active, Alternative Strategies: No Pandemic Slowdowns Here

The coronavirus pandemic is presenting a myriad of challenges to asset allocators, but one area that’s proving sturdy is actively managed alternative strategies. Alternative managers employ long-short strategies, hedge fund replication, managed futures, global infrastructure, merger & acquisitions, private equities, and Treasury... READ MORE »

ARKK’s Amazing 2020 Story: Near-Doubling, Tesla, and More

Most folks would like to forget 2020, but the ARK Innovation ETF (NYSEArca: ARKK) would love to run it back. Up almost 95%, it has become the largest actively managed equity ETF on the market. “Companies within ARKK include those that rely on or benefit from the development of new products or services, technological improvements... READ MORE »

Are You Seeking a Junk Bond ETF Alternative?

Due to the Federal Reserve’s low interest rate policy, advisors and investors are looking for higher yields elsewhere. Junk bonds are a popular destination. Another alternative is the the Nationwide Risk-Managed Income ETF (NYSEArca: NUSI). NUSI is an actively managed portfolio of stocks included in the Nasdaq-100 Index and... READ MORE »

Can’t Get Enough Tech? The ETF Trouncing Other Tech Returns

Prior to the election, the tech sector framed itself as a crucial safe haven. The ALPS Disruptive Technologies ETF (CBOE: DTEC) is continuing that conversation. DTEC tracks the Indxx Disruptive Technologies Index, which identifies companies using disruptive technologies across ten thematic areas, including Healthcare Innovation,... READ MORE »

Freshen Up Basic Portfolio Composition with ERShares’ ENTR ETF

Standard exchange traded funds focusing on growth stocks are just that: standard. The Entrepreneur 30 Fund (NYSEArca: ENTR) offers a fresh, modern approach to the revered growth factor. With the aid of AI and Thematic Research, ERShares incorporates a macro-economic, top-down approach that integrates changing investment flows, innovation... READ MORE »