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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.
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