iSectors Blog: Financial Markets and Investing Strategies


What Happened in the “Surprising Equity Sectors” of 2015

By Chuck Self, Chief Investment Officer, iSectors Energy   Energy was the worst performing sector in 2015, down 25% compared to a negative 2% for the S&P 500.             ...

Barron’s Laughable Cover Story on the Stock Market Outlook for 2016

Barron’s presented 10 “prominent” strategists’ views on the economy and 2016 market this last weekend (12/12/15). I laughed as I read the article this past weekend. My takeaways are as follows: Every one of them...

ETF Hits & Misses In 2015

By Chuck Self for ETF.com – ETF Strategist Corner Related ETFs  DFJ, DXJS, FDN, PNQI, KWEB, RSX, RBL, ERUS, UNG, FCG This article is part of a regular series of thought leadership pieces from some...

Winning Next Year: iSectors and Others Share Attractive Sectors

Two recent articles support our sector views given that the Federal Reserve is likely to raise rates later this month: In Schwab Sector Views: Sector Impact of a Fed Hike, Brad Sorenson of Charles...

Safety First: Model Portfolios for the Coming Volatile Year

2016 will likely be a “Jekyll and Hyde” market.  As financial advisors meet with their clients at or around the beginning of the new year, they should be mindful of these economic and market...

iSectors Quarterly Summary Replay – 3Q 2015

In case you missed it, or just want to listen in again, you can watch the replay of iSectors’ 3Q 2015 webinar presentation summary here… iSectors’ Chuck Self reviews the iSectors models and the...

The Most Powerful Reason to Own Treasuries–Now

By Chuck Self iSectors Chief Invesment Officer, Chief Operating Officer The reason can be summed up in four initials: F O M C (The Federal Open Market Committee). The FOMC (part of the Federal Reserve...

3rd Quarter 2015 Summary Commentary

Summary Overview Standard & Poor’s 500 was down 6.44% during the quarter and down 0.61% over the past 12 months. MSCI AC World ex US (international stocks) underperformed US stocks in the quarter by...

Post-MPT 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...

Get Ready for QE4

Emerging markets are in trouble… The iShares MSCI Emerging Markets ETF (EEM), which holds roughly 800 emerging-market stocks, is down 23% since last September. And things have gotten even worse recently. EEM has now...