iSectors Blog: Allocations Summaries


Equity Trend Following Strategies are Shams (Update)

By Chuck Self – iSectors Chief Investment Officer Equity trend following or momentum strategies and funds have become very popular in the past decade. A number of providers, large and small, have created these funds...

iSectors 4Q 2017 Allocations Review and Summary

In this 15 minute webcast, iSectors’ Chief Investment Officer, Chuck Self discusses the 2017 4th quarter performance of all the iSectors models and provided talking points to be used in client meetings. Chuck also provided his current economic perspective....

3 Steps You Need to Know to Reduce Portfolio Downside Risk

Contributed by iSectors Chief Investment Officer, Chuck Self Nine years old!  That will be the age of the US equity bull market in March 2018, and what a bull market it has been: Not...

iSectors Post-MPT Growth Allocation: Messaging Notes for First Quarter, 2018

Contributed by iSectors Chief Investment Officer, Chuck Self … The Post-MPT Growth Allocation model has become more conservatively positioned over the past quarter The largest allocation increase has been US Treasury Bonds. Gold stocks...

How to Manage Tax-Free Bond Portfolios More Effectively

Contributed by Chuck Self – iSectors Chief Investment Officer **** Even with recent tax law changes, the need for tax-exempt municipal bond portfolios remain significant.  Although the top tax bracket has been lowered to 37%,...

A case for iSectors’ Capital Preservation Allocation

Contributed by Vern Sumnicht In a recent conversation with colleagues regarding Austria joining the ranks of Mexico, the United Kingdom, and Ireland in the sale of a “mind-blowing” 100 year bond as commented by...

Insider look at Post-MPT Growth with risk/return triangles

Note: We published a version of this article back in 2014.  We’ve updated this article (read below) with 2017 data, and it’s interesting to see that many of the long-term trends still remain intact even...

iSectors 2Q 2017 Allocations Review and Summary

In this 15 minute webcast, iSectors’ Chief Investment Officer, Chuck Self discusses the 2017 2nd quarter performance of all the iSectors models and provided talking points to be used in client meetings. Chuck also provided his...

Choosing Investment Strategies That Will Repeat Positive Return Patterns In the Future

By Chuck Self In my previous post, Providing the Correct Pattern of Returns for Your Clients, we discussed how the financial turmoil and opportunities during the past seven years resulted in advisors’ clients abandoning their...

iSectors Quarterly Summary Replay – 4Q 2016

In this 15 minute webcast, iSectors’ chief investment officer, Chuck Self discussed the 4th quarter performance of all the iSectors models and provided talking points to be used in client meetings. Chuck also provided his...