BOXX ETF Review: Strategy Behind Alpha Architect 1-3 Month Box ETF
byShining the spotlight upon newly minted and unique ETF strategies is what Picture Perfect Portfolios is all about. You’ll find vanilla elsewhere. Here we’re…
QIS ETF: Review Of The Strategy Behind Simplify Multi-QIS Alternative ETF
byMulti-strategy plus multi-asset class alternative ETFs are rarer than a solar eclipse. Traditionally, investors seeking exposure to these types of funds have had to…
HEQT ETF: Review Of The Strategy Behind Simplify Hedged Equity ETF
byLast year was a brutal reminder that a non-diversified 60/40 portfolio isn’t prepared for every economic regime under the sun. What happens when the…
CAOS ETF Review: The Strategy Behind Alpha Architect Tail Risk ETF
byChaos. That’s what you can expect to find in any hotel room or AirBnB I’m staying in. I travel for a living and if…
EQLS ETF: Review Of The Strategy Behind Simplify Market Neutral Equity Long/Short ETF
byI often yawn or roll my eyes when new ETFs are released. They tend to be boring, vanilla or copycat strategies in what is…
MBOX ETF: Review Of The Strategy Behind Freedom Day Dividend ETF
byToday, I’m thrilled to welcome Ryan Krueger to the “Strategy Behind the Fund” series to review his MBOX ETF strategy. It’s better known as…
How I Invest with Trending Value: 100% Factor & Sweat vs Diversification Reigns Supreme
byAs an amateur investor I’m often torn between the different worlds of research-supported strategies. On the one hand, I’m fascinating with capital efficiency and…
Ray Dalio All Weather Portfolio vs Harry Browne Permanent Portfolio Head To Head Comparison
byIt’s time for the clash of the Titans! We’re comparing the two most famous long-only asset class portfolios known for their balance, risk management…
How I Invest As A Capital Efficient All Weather Investor With Jack Burns
byI find many amateur investors are gung-ho about pursuing strategies offering potential excess returns, but are shortsighted when it comes to risk management. They’ll…
ONEC ETF: Review Of The Strategy Behind Accelerate OneChoice Alternative Portfolio With Julian Klymochko
byI was once an equity only investor obsessing profusely over factor optimization. I pretty much ignored other traditional asset classes and alternatives weren’t even…
RSBT ETF: Review Of The Strategy Behind Return Stacked Bonds & Managed Futures ETF With Corey Hoffstein
byNo investing strategy has captured my attention more in recent months than Return Stacking! When I first heard of the concept, a term coined…
Ray Dalio, Harry Browne and a Mystery Quant Walk Into A Bar And Have To Agree On A Defensive Portfolio
byRay Dalio, Harry Browne and a Mystery Quant all walk into a bar and within four hours have to agree on a defensive portfolio…
TUA ETF: Review Of The Strategy Behind Simplify Short Term Treasury Futures Strategy ETF
byIf there is one thing that I’m relentlessly obsessed about on this blog, it is seeking out capital efficient puzzle pieces for my portfolio….
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund Review | GDMN ETF Review
byIt’s hard to believe Picture Perfect Portfolios is close to celebrating its first birthday on April 7th! My very first blog post was a…
Return Stacked Bonds & Managed Futures ETF Review | RSBT ETF Review
byAll of the best things in life are worth waiting for. With the tantalizing smell of pancake batter wafting through the air, the one…
KMLM ETF: Review Of The Strategy Behind KFA Mount Lucas Managed Futures Index Strategy
byI honestly couldn’t imagine my portfolio without a significant allocation towards a managed futures investment strategy. That’s quite a bold statement coming from somebody…
DoubleLine Shiller Enhanced CAPE Fund Review: DSEEX Mutual Fund Review
byExpanded canvas products have lured investors seeking capital efficiency and maximum diversification where the potential for enhanced risk management and returns collide. However, hardcore…
AQR Long-Short Equity Fund Review | QLEIX Mutual Fund Review
byI had ambitious plans this past summer/fall to learn more about options-based trading, long-volatility and tail hedges. But then I fell down the rabbit…
Vanguard Small-Cap Value Index Fund ETF Review | VBR ETF Review
byToday we’ll be reviewing the highest AUM US small-cap value ETF. It is none other than VBR ETF. Better known as Vanguard Small-Cap Value…
Catalyst/Millburn Hedge Strategy Fund Review | MBXIX Mutual Fund Review
byCatalyst/Millburn Hedge Strategy is unique in the sense that it is truly one of the Original Gangster capital efficient mutual funds. With a slew…