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Astoria's Strategies
Core Risk Based ETF Portfolios
Astoria’s Dynamic 70/30 Strategy focuses on long term growth by blending various equity factors along with allocations to fixed income and alternatives. This strategy maintains approximately a 70/30 allocation.
Astoria’s Dynamic 50/50 Strategy focuses on long term growth by blending various equity factors along with allocations to fixed income and alternatives. This strategy maintains approximately a 50/50 allocation.
Astoria’s Dynamic 30/70 Strategy focuses on long term income and growth by blending various equity factors along with allocations to fixed income and alternatives. This strategy maintains approximately a 30/70 allocation.
Astoria’s Dynamic 15/85 Strategy focuses on building reliable income by blending various fixed income instruments along with a modest allocation towards equities and alternatives. This strategy maintains approximately a 15/85 allocation.
Multi-Asset Risk Strategy
The Multi-Asset Risk Strategy (MARS) ETF Portfolio was the first of Astoria's portfolios. It is risk-managed and positioned based on evolving macroeconomic indicators.
Astoria’s Multi-Asset Risk Strategy focuses on long term growth by blending various equity factors along with allocations to fixed income and alternatives. This strategy maintains approximately a 50/50 allocation.
Factor US Stock Portfolios
Astoria constructs Factor US Stock Portfolios, each comprised of 40 stocks, quantitatively screened and selected from a starting universe related to the targeted factor.
Astoria's High Growth US Stock Portfolio uses a quantitative and systematic approach, targeting 40 market-cap-weighted (5% max), sector-optimized stocks with the potential for above-average growth.
Astoria's High Quality US Stock Portfolio uses a quantitative and systematic approach, targeting 40 market-cap-weighted (5% max), sector-optimized, high quality stocks.
Astoria's Dividend Growers US Stock Portfolio uses a quantitative and systematic approach, targeting 40 stocks that have consistently increased their dividend for at least 10 consecutive years.
What are we trying to accomplish in our ETF portfolios?
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Astoria Uses Business Cycle, Earnings/Valuations, and Sentiment & Risk to Dictate our Asset Allocation/Portfolio Positioning. We incorporate a Dynamic Overlay depending on the 3 inputs above.
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Target OW assets that have earnings that are growing, cheaper than market, poor sentiment, and have a catalyst for upside
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Target UW assets that are expensive, earnings are slowing, strong sentiment, that lack a catalyst for upside
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Diversify our factor exposures
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Utilize liquid alternatives to hedge downside risk
Astoria Portfolio Advisors claims compliance with the Global Investment Performance Standards (GIPS®). To receive a GIPS report, please contact Nick Cerbone via email: ncerbone@astoriaadvisors.com. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
Where Can I Access Astoria's Solutions?
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