The depth and breadth of ETF choices offers unprecedented opportunity for asset allocation design and management. The downside is that keeping track of this realm is burdensome—until now. The Capital Spectator is rolling out a new research service to help manage the information overload: The ETF Portfolio Strategist (ETF-PS).
The newsletter is still in development, but you can download today’s debut issue here. Questions and suggestions are welcome (you can find contact info here). Meantime, here’s a short preview of what you’ll find.
The first page is a short review of select market trends that caught your editor’s eye for one reason or another. For example, today’s issue notes the extraordinary rise in SPDR S&P 500 Semiconductor (XSD), one of brightest bull-market stars in the tech constellation.
You’ll also find summaries for a handful of proprietary asset allocation strategies. For additional context, four BlackRock asset allocation ETFs are part of the routine data monitoring, providing ready made benchmarks for surveying various levels of portfolio risk.
An ETF-based view of the major asset classes is also a routine feature, including risk premia estimates.
In addition, ETF-PS tracks more than 100 representative ETFs, carved up into 12 categories on several risk and return metrics. The goal is offering user-friendly summaries of global markets based on the most commonly defined groups.
Overall, the newsletter offers essential market intelligence for staying on top of global trends in the context of managing ETF-based portfolio strategies.
ETF-PS will be published periodically in the weeks ahead – stay tuned for updates at CapitalSpectator.com. At some point, we’ll move to a regular publishing schedule, offering the newsletter on a subscription-only basis. Meantime, please let me know your thoughts on today’s debut issue.
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