iSectors Blog: Post-MPT


The iSectors®, LLC 3rd Quarter 2016 Summary and Commentary

Summary Overview Standard & Poor’s 500 was up 3.85% during the quarter and up 15.43% over the past 12 months. MSCI AC World ex US (international stocks) outperformed US stocks in the quarter by...

Looking for a Low Cost Way to Outshine SPY with Less Risk?

By Vern Sumnicht CEO, Founder – iSectors®, LLC My new report describes a risk/return comparison of the very low-cost ETF (symbol) SPY an S&P 500  index fund and iSectors Post-MPT Growth Allocation. I’d like to call your...

Equity Trend Following Strategies are Shams

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 to attract investors that moved away from...

The iSectors®, LLC 2nd Quarter 2016 Summary Commentary

Summary Overview Standard & Poor’s 500 was up 2.46% during the quarter and up 3.99% over the past 12 months. MSCI AC World ex US (international stocks) underperformed US stocks in the quarter by...

Winning Investment Strategies Need Offense and Defense

By Scott Jones @Scott_iSectors In the sports world, entire teams or individuals spend a portion of the time playing offense and another portion of the time playing defense. Good defense keeps bad things from...

iSectors®, LLC Post-MPT Allocation: Improving the Application of Modern Portfolio Theory

The research on Modern Portfolio Theory (MPT) was published more than 55 years ago.  Nonetheless, it would be difficult to overstate the influence of MPT’s core principles on the manner in which investments are...

ETFs … They Aren’t Your Father’s Oldsmobile

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. After...

4th Quarter 2015 Market Summary Commentary

Although US stocks rebounded in 2015’s final quarter, most other asset classes were flat or down.  As a whole, 2015 was unusual in that there were not major asset classes with results greater than...

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...

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...