iSectors Blog: Chuck Self


Post-MPT 2015 4th Quarter Update

UNSAFE AT CURRENT SPEEDS The quantitative model supporting the Post-MPT strategies has made major changes in the third quarter. At the end of June, the iSectors® Post-MPT Growth Allocation was leveraged, with major overweights...

iSectors Post-MPT Growth Update – September 2015

The September rebalancing of the iSectors Post-MPT Growth Allocation resulted in a major downward shift in the portfolios risk.  The amount of leverage dropped from 29% in August to 2%. It has been over two...

Chuck Self on Stock Market 2015: “…3rd Quarter earnings will be fine…”

“Stay the course and be patient…” is the best thing to do during a turbulent moment and it’s worked throughout history. “Stocks are still up sharply over the last 6 years. The bull market rally began in March...

Update: Post-MPT Growth Allocation 10 year data results through July 2015

Among the many ways to graphically review performance and risk numbers, presenting this information in triangle forms can give unique perspectives.  In November of last year, we wrote on Post-MPT Growth Allocation data through...

Why REITs Should be in a Retirement Portfolio

iSectors’ Chief Investment Officer, Chuck Self, recently commented in an August 3rd article for Financial Advisor. REITs are necessary components of a truly diversified investment portfolio. iSectors quantitative work shows that although they have...

iSectors Quarterly Summary – 2Q 2015

In case you missed it, or just want to listen in again, you can watch the replay of iSectors’ 2Q 2015 webinar presentation summary here… iSectors’ Chuck Self reviews the iSectors models and the...

POST-MPT GROWTH ALLOCATION UPDATE

Over the past three months, iSectors’ Post-MPT Growth Allocation has gone through some significant changes.  The strategy is currently incorporating its lowest amount of leverage since October 2013—after tracking close to its 33% maximum for...

Yes, financial advisors can properly utilize leveraged ETFs in client portfolios

Financial advisors have varying views of the use of leveraged ETFs.  These securities have the goal of providing (for 2x leveraged ETFs) double the daily return of the reference index. For example, from the ProShares...

iSectors Quarterly Summary – 1Q 2015

In case you missed it, or just want to listen in again, you can watch the replay of iSectors’ 1Q 2015 webinar presentation summary here… iSectors’ Chuck Self reviews the iSectors models and the overall performance...

Post-MPT Growth: Taking Equity Risk at Attractive Times

Stock Market investing is a fascinating activity!  Historical studies show that over long periods of time, equities outperform all other major asset classes.  Thus, the financially logical course of action is to be 100%...