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Cross Asset Holdings & Valuation Analysis
July 2020
Astoria's cross asset holdings & valuation analysis across all ETF model portfolios.
Dynamic Aggressive ETF Portfolio
Q3 2020
Astoria’s Aggressive ETF Model Portfolio seeks to achieve long term risk adjusted returns over varying macro-economic cycles.
Dynamic Growth & Income ETF Portfolio
Astoria’s Moderate ETF Model Portfolio seeks to achieve long term risk adjusted returns and above average income over varying macro-economic cycles.
Dynamic Conservative ETF Portfolio
Astoria’s Core Conservative ETF Model Portfolio seeks to achieve above average income and a small amount of equity upside over varying macro-economic cycles.
Performance Summary
Astoria's YTD and trailing returns across all ETF model portfolios.
Multi-Asset Risk Strategy (MARS)
Astoria’s Multi-Asset Risk Strategy (MARS) seeks to achieve attractive risk adjusted returns over varying macro-economic cycles. MARS incorporates Astoria’s macro-economic & quantitative research framework.
Risk Managed Dynamic Income Strategy (RMDI)
Astoria’s Risk Managed Dynamic Income (RMDI) Strategy seeks to achieve above average income (real rate adjusted) over varying interest rate cycles.
Dynamic Growth ETF Portfolio
Astoria’s Core Growth ETF Model Portfolio seeks to achieve long term risk adjusted returns over varying macro-economic cycles.
