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:

  • A new year brings new year-to-date returns with S&P 500 Equal Weighted, High Dividend, and Value equity portfolios leading the way.  Meanwhile, Low Volatility,  Sector Rotation, and Momentum trail the other portfolios with negative returns.
  • Over the trailing 3 months Sector Rotation and Momentum struggled the most, while Conservative and Balanced portfolios (which include an allocation to bonds) performed the best as investors fled to less volatile securities.
  • Despite the relatively poor performance from Momentum based equities over the trailing 3-months,  over trialing 3 year and 5 year periods they have largely outperformed.
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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