High-Q | Semi-Annual Reconstitution – 2022
The major sector allocation changes we saw were in health care, consumer defensives, and technology.
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High-QSeptember 8, 2022
High-Q | Semi-Annual Reconstitution – 2022
The major sector allocation changes we saw were in health care, consumer defensives, and technology.
Read MoreHigh-Q | Semi-Annual Reconstitution – 2022
September 8, 2022
High-Q | Performance – Q2 2022
Overall, High-Q generated a smaller loss and other wins compared to its benchmark.
Read MoreHigh-Q | Performance – Q2 2022
July 28, 2022
High-Q 50/50
Core Plus, High-Q 50/50 | Portfolio Trade
High CPI and rising interest rates led us to take a more defensive position. We are selling the remaining position in mortgage-backed securities to buy a US Treasury Bond ETF.
Read MoreCore Plus, High-Q 50/50 | Portfolio Trade
July 20, 2022
High-Q 50/50 | Performance – Q4 2021
High-Q 50/50's trailing twelve month yield continued to soar above the S&P 500 (73% higher to be exact!) and hold stocks of companies showing various measures of impressive growth.
Read MoreHigh-Q 50/50 | Performance – Q4 2021
February 8, 2022
Incertus
An all-weather, multi-asset class portfolio pursuing long-term growth and lower volatility.
Incertus | Performance – Q2 2022
Overall, Incertus generated a smaller loss and other wins compared to its benchmarks.
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July 26, 2022
Incertus | Performance – Q1 2022
Overall long-term Incertus portfolio returns have been solid compared to our benchmark.
Read MoreIncertus | Performance – Q1 2022
April 28, 2022
Incertus ETF
Incertus ETF | Performance – Q2 2022
Overall, Incertus ETF generated a nearly even loss and other wins compared to its benchmarks.
Read MoreIncertus ETF | Performance – Q2 2022
July 28, 2022
Incertus ETF | Performance – Q1 2022
Overall long-term Incertus portfolio returns have been solid compared to our benchmark.
Read MoreIncertus ETF | Performance – Q1 2022
April 28, 2022
Market Update | Interest Rates Increases and Inflation – Q2 2022 Recapped
The second quarter of 2022 saw significant declines in both equity and bond markets. Interest rate increases and inflation are largely to blame.
Read MoreQUARTERLY MARKET COMMENTARY
We have seen a massive repricing of asset classes driven by rising interest rates and inflation. This has hurt both bonds and equities with only commodities performing well.
Core Plus Suite
An easy way to align risk tolerance to a geographically diverse, risk-based portfolio. Choose from 5 risk levels.
Core Plus | Performance – Q2 2022
Overall, the Core Plus Portfolios generated smaller losses and other wins compared to its benchmarks.
Read MoreCore Plus | Performance – Q2 2022
July 26, 2022
Core Plus, High-Q 50/50 | Portfolio Trade
High CPI and rising interest rates led us to take a more defensive position. We are selling the remaining position in mortgage-backed securities to buy a US Treasury Bond ETF.
Read MoreCore Plus, High-Q 50/50 | Portfolio Trade
July 20, 2022
Helping Your Investment Journey
When the markets feel trying, here are a few things you can do to help your investment journey.
Read MoreHelping Your Investment Journey
June 21, 2022