iSectors Blog: Chuck Self


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%...

Attractive Equity and Balanced Alternatives

Given the volatility in the markets over the last ten years, it has been difficult to find strategies that performed consistently well on an absolute and risk-adjusted basis. There were many equity-benchmarked investments that performed...

ETF Strategist industry is still in a good position to bounce back in 2015

Recently ETF.com published an article entitled Don’t Fret About ETF Strategist Slowdown (I’ve included the text below). While we agree that the slowdown in the ETF Strategist space is most definitely not something to “fret”...

iSectors Quarterly Summary – 4Q 2014

In case you missed it, or just want to listen in again, watch the replay of iSectors’ 4Q 2014 webinar presentation summary here… The iSectors Quarterly Summary – 4Q 2014 – 21 January 2015, 3:15 pm CDT (US...

The Effect of Oil Price Movements on US Equities

By Chuck Self It has certainly been a confusing equity market recently. At times, falling oil prices are good since it puts more money into consumers’ and businesses’ pockets.  Alternatively, the declining energy prices...

Equity Sector Surprises…the Highs and Lows of 2014

2014 was a year of highs and lows, as is every year, but in this case “high” actually means “record high” because both the S&P 500 and the Dow Jones Industrial Average saw record...

Overcoming the Trailing Returns of Active Management

By Chuck Self A number of year-end 2014 articles have bemoaned the fate of active management.  In one of them, Standard & Poor’s indicates that only 39% of the large cap mutual funds beat...

Work with a financial advisor for 401(k) retirement plan participation success

One of the advantages of working with an independent financial advisor is that s/he can recommend the best investment options for retirement plan participants. The recent academic research by professors at Indiana University, University...

The 2015 Model Portfolio for Financial Advisors

    2015 will likely be a transitional year for the markets. As financial advisors meet with their clients at or around the beginning of the new year, they should be mindful of these...

Q3 2014 ETF Managed Portfolios Landscape Report Summary

Morningstar released an updated ETF Managed Portfolios Landscape Report for Third Quarter 2014 this month.  The iSectors Domestic Equity Allocation is the 13th best performer for past three-years period — out of 600+ strategies....