The Milwaukee Company’s Smart-Beta Performance Report is a weekly review of the performance of ten indexes that are managed using “smart-beta” asset allocation theories.  This Report is for informational purposes only and should not be regarded as a substitute for independent research and personalized investment advice.

Comment’s on this week’s report:

  • As equities continue to rebound from the stock market correction, “Passive” portfolios (which include an allocation to fixed income) are underperforming most other 100% equity strategies so far this month.
  • The only 100% equity strategy that is underperforming Passive strategies is “Low Volatility” equities as investors buy up the more beat up equities in strategies such as “Sector Rotation” and “S&P 500 Equal Weighted”.
  • Despite the relatively poor performance from Momentum based equities over the trailing 3-months,  over trailing 1 year, 3 year, and 5 year periods they have largely outperformed as in those time frames the market has primarily experienced upward momentum.
Important Disclosures:  Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly from The Market Commentator℠, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio.  Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in The Market Commentator℠ serves as the receipt of, or as a substitute for, personalized investment advice from The Milwaukee Company™.

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