ETF Managed Portfolios,
Thematic Equity Portfolios,
Outsourced CIO, 
& Sub-Advisory Services

Since July 2020, Astoria has argued that the US economy is in the early stages of a new, powerful economic cycle (click here). We have been arguing that investors should be moving down the market cap range. When Astoria was on CNBC TV back in June 2020, we voiced our inclination towards Small-Cap stocks (click here). We’ve recently put together two new quantitative stock baskets geared towards Small-Cap and Mid-Cap stocks. We view these as higher-octane strategies for clients

In our view, there are a few portfolio construction topics that should be paramount for investors’ portfolios. We have argued since July 2020 that the US economy is in the early stages of a new, powerful economic cycle (click here). We think investors should be moving down the market cap range. We’d suggest trimming Large-Cap index ETFs and Large-Cap Growth ETF exposures. SPSM and SPMD are two cheap, low-cost ETFs for Small-Cap and Mid-Cap exposures, which we are using in our