Category Archive for "Global Asset Allocation Strategy" | John Rothe | Portfolio Manager, Quant, Tech Geek, And Sometime Superhero To My Kids

Global Asset Allocation Strategy: May 2015 Update

S

o far, 2015 has been a volatile and choppy market here in the US. Global investors have begun to look outside the US for value opportunities.

Overseas markets continue to be the outperform US equity markets. And we are seeing increasing weakness in US Treasury Bonds.

This may be the start of a longer term “exit” from US markets as assets continue to shift into international markets.

Top 10 ETFs For This Month’s Global Asset Allocation Strategy

Each month, I like to update my global asset allocation strategy (aka the global relative strength ETF portfolio model). This model is based on the relative strength of a prescreened ETF universe. The purpose of this model is two-fold: -Create a simple international investment model. -To help view where global investors are buying and selling. As geopolitical risks are ...

Global Investment Management | Global Allocation June 2014

Global Investment Management update for June 2014 - Changes to our Global Asset Allocation Strategy Below is an update to our global asset allocation strategy and a few highlights from our global investment management research. This investment strategy uses global relative strength and momentum to invest in a prescreened ETF universe. For a detailed overview of the strategy, please see: ...

Strategic Global Asset Allocation Model: May 2014

Strategic Global Asset Allocation Model – May 2014 Highlights: Trends in technology and small-cap stocks are changing QQQ and SPY are no longer in the model Countries like Spain continue to outpeform the S&P 500   Here in the US, markets have continued to expand their trading ranges. Tech heavy indices, like the Nasdaq 100, and small cap indices, like the ...