The Milwaukee Company’s Smart-Beta Performance Report is a weekly review of the performance of six 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.


Comments on this week’s report:

  • Momentum-based investment strategies have been vastly outperforming largely due to their large exposure to the technology sector.
  • Conservative investment strategies have been underperforming as rising interest rates have caused their greater exposure to bonds to experience losses.
  • Sector Rotation investment strategies have been performing relatively well due to their momentum-like characteristics.
  • Value-orientated investment strategies have been struggling so far this year, but have experienced a bit of a rebound over the trailing three months.



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™.