Intelligent Investment Models: A Thermostat & Thermometer

  Thermometer & Thermostat Investment professional, do you have a consistent, reliable, process for interpreting the market and responding accordingly in your client’s portfolios? I’m not speaking of forecasting here! Forecasting is a futile practice fraught with the corruptibility of: emotion, opinion, and bias. No, I am speaking of an approach which allows you to … More Intelligent Investment Models: A Thermostat & Thermometer

What is Long Term?

What is the long term when it comes to investing? It seems everyone has their own idea about this. For instance if you caught this article  today it would appear that 9 years is long enough. The problem with assumptions like this, are that it ignores the very real impact that vicious market cycles have on … More What is Long Term?

A Quantitative Approach to Tactical Asset Allocation

INVESTING IN RISKY ASSETS “…2008 was a devastating year for buy and hold investors. The classic barometer of stocks, the S&P 500 Index, declined 36.77%. The normal benefits of diversification disappeared as many non-correlated asset classes experienced large declines simultaneously. Commodities, REITs, and foreign stock indices all suffered losses over 35%. “..The unfortunate mathematics of … More A Quantitative Approach to Tactical Asset Allocation

Bear Market Ahead?

Did you know that from 2000 – 2016 the average annual return for the S&P 500  was 4.11%? Stunning right! Why? Because two of the largest bear markets in the last 86 years took place over the past 16. We can all agree that bear markets are hated, hard, and harmful, and we contend that … More Bear Market Ahead?

Relative Strength Strategies For Investing…

“…The addition of a trend-following parameter to dynamically hedge the portfolio decreases both volatility and drawdown….” Meb Faber At SQR, our model portfolios are built on the practice and discipline of trend following and relative strength. Investment professionals, if you are looking to enhance risk adjusted returns – while capturing additional revenue – then … More Relative Strength Strategies For Investing…

Spectrum Model Portfolios

Working on exciting things at #SQR. Coming soon Spectrum CORE Model Portfolios. #TrendFollowing works. Position. Profit. Preserve. Past performance is no guarantee of future results. Returns will vary based upon ETFs and Mutual Funds used. Consult your licensed financial professional to determine if #SQR model portfolios are right for you.