The four questions below are the most often asked questions from clients. 1). What are you seeing across markets and the economy? There is significant concentration of technology risk within the S&P 500. Astoria strongly believes in tilting away from market cap by using factor/smart beta ETFs, as well as mixing factors, using higher quality bonds, and alternatives to soften our portfolio volatility. Not many wanted to own alternatives when the S&P 500 rallied 4
Click here to watch the YouTube video A fair amount of portfolio managers make investment decisions based on emotions or by making a call on the market (i.e. I think the market is going up for X reasons so I will increase my exposure to stocks). Others base their decisions on topics such as valuations or sentiment.
We, at Astoria Portfolio Advisors, are different. We are data driven, completely take the emotions out of investing, combine macro + quantitative analysis, and u