iSectors Blog: Post-MPT


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....

Perspective of the Recent Market Decline in 7 Graphs

The recent U.S. stock market decline is not unusual.  However, it has been two years since one of this magnitude has happened. In a typical year, a 11% to 14% drop in the Standard...

3 Attractive, Tax Favored, Sectors for Advisors This Year

Contributed by Chuck Self, CIO, CCO, COO – iSectors …. As the Tax Cuts and Jobs Act of 2017 was formed and eventually enacted, many mid-cycle, economically dependent equity sectors, such as consumer discretionary,...

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 Have Thriving Clients in the Next Market Correction

2017’s fabulous equity market performance has led to increased expectations for future returns by many advisors’ clients. As you know, broad market valuations are historically high and the flattening U.S. Treasury yield curve could...

ETFs are as revolutionary as the first no-load mutual funds!

By Vern Sumnicht, CEO, Founder iSectors, LLC *** Sumnicht & Associates, LLC was founded in 1988 and for 12 years, we used active asset management, that is, professional money managers and/or actively managed mutual funds....

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...

iSectors®, LLC 2nd Quarter 2017 Summary Commentary

Approved for Client Use   Summary Overview Standard & Poor’s 500 Index rose 3.09% during the quarter and was up 17.90% over the past twelve months. MSCI AC World ex US Index (international stocks)...