We make an observation that momentum strategies operating at different level of granularity can have disperse performance. It is interesting to see that momentum strategies at a lower level (such as individual stocks) are performing better in the market recently.
We discussed the painful under performance of our tactical portfolios and pointed out it is not unprecedented in history.
We discussed the painful under performance of our tactical portfolios and pointed out it is not unprecedented in history.
We discussed the benefits of integrating total return bond fund portfolios into a strategic asset allocation portfolio.