Simplify Macro Strategy Asset Allocation Fund | FIG ETF Review
byWhen it comes to analyzing typical asset allocation ETFs I’m more often than not thoroughly unimpressed by what is being offered under the hood….
Here are some key considerations when reviewing Exchange-Traded Funds (ETFs) on my blog Picture Perfect Portfolios. Please keep in mind that my knowledge cutoff is in September 2021, so there may have been developments in the ETF market since then. It’s always a good idea to consult with a financial advisor or conduct further research to get the most up-to-date information. Here are some factors to consider when reviewing ETFs:
I tend to cover ETFs that are unique from mainstream funds including capital efficient funds, factor focused equities and asset allocation ETFs.
Remember, investing in ETFs involves risks, including the potential loss of principal. Take into account your personal financial situation, investment goals, and risk tolerance before making any investment decisions. Consult with a financial advisor or conduct thorough research to ensure the ETF aligns with your investment objectives.
When it comes to analyzing typical asset allocation ETFs I’m more often than not thoroughly unimpressed by what is being offered under the hood….
It’s rare to find an ETF that nails the trifecta of excellent branding, strategy and performance all in one shot. And yet the ETF…
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As investors we’re often guilty of making excuses for mainstream strategies when they inevitably struggle, whereas we’re quick to pillory alternative investments when they…
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Most asset allocation ETF funds follow a cookie cutter template of market-cap weighted equities and aggregate bonds. I refer to these as milquetoast portfolios….
In the 2000s Emerging Markets were all of the rage as investors flocked to gain outsized exposure as it grossly outperformed large-cap centric US…
Imagine a fund that leveraged three of its best alternative in house strategies, which are uncorrelated to both market beta equity and aggregate bond…
Emerging Markets have been shunned by many investors from a performance, strategic and political standpoint in recent decades; however, what if there was an…
One of my primary goals with the “How I Invest” series is to feature as many investors with as diverse a range of styles…