January 7, 2015 | Investment Notes, Quarterly Commentary
The Year in Review “May I never wake up from the American dream.” (Carrie Latet) 2014 was another year when it really paid to be an American investor. US stocks and bonds had positive returns with the S&P 500 index, which measures the largest US stocks, returning a better-than-expected 13.7% and the Barclays US Aggregate Bond index, which measures...
January 2, 2015 | Investment Notes
Investment Views Our investment strategy team makes a series of active decisions within our Global Portfolios based upon our current outlook on the US and global economy, global equity and fixed income markets. Every quarter, we shift assets away from our strategic allocation, tilting our allocations in certain asset classes and segments from their...
January 2, 2015 | Investment Notes
Overview The Island Light Sector rotation strategy was updated for January as part of our regular monthly rebalancing. The strategy employs an advanced algorithm for capturing market momentum in an optimized portfolio of US sectors, rebalanced monthly. For this month, we retained our exposure to the US financials, increased allocations to materials...
December 2, 2014 | Investment Notes
Overview The Island Light Sector rotation strategy was updated for December as part of our regular monthly rebalancing. The strategy employs an advanced algorithm for capturing market momentum in an optimized portfolio of US sectors, rebalanced monthly. For this month, we retained our exposure to the US financials and technology sectors, increased allocations...
November 7, 2014 | Investment Notes
Overview The Island Light Sector rotation strategy was updated for November as part of our regular monthly rebalancing. The strategy employs an advanced algorithm for capturing market momentum in an optimized portfolio of US sectors and is the latest in our series of innovative dynamic portfolio models. For the month, we increased our exposure to the...
October 7, 2014 | In The News
We are pleased to present some new ideas on the use of Dynamic Portfolios in retirement plans at the Center for Due Diligence Conference in San Antonio TX, the week of October 14. Participants in 401(k) plans typically do a poor job of managing their investment portfolios. We believe that employing the use of professional asset allocation and, importantly,...
October 5, 2014 | Investment Notes, Quarterly Commentary
Quarterly Market Review: July-September 2014 The Markets Volatility returned to equities markets in Q3. A strong August was followed by losses in September, when any rallies began to focus around selected winners rather than benefitting stocks across the board. Investors exhibited a decided preference for large caps; the S&P 500 closed above 2,000...
October 2, 2014 | Investment Notes
Overview The Island Light Sector rotation strategy was updated for October as part of our regular monthly rebalancing. The strategy, which employs an advanced algorithm for capturing market momentum in an optimized portfolio of US sectors, is the latest in a series of innovative dynamic portfolio models offered by Island Light. For the month,...
August 3, 2014 | Investment Notes
Sector Rotation Notes, July 2014 Overview The Island Light Sector rotation strategy was updated for the month of June as part of our regular rebalancing. The strategy, which employs an advanced algorithm for capturing market momentum in an optimized portfolio of US sectors, is the latest in a series of innovative dynamic portfolio models offered...
July 3, 2014 | Investment Notes, Quarterly Commentary
Overview We traded the Island Light Global ETF Portfolio Series at the end of the second quarter as part of our regular rebalancing strategy. This quarter’s rebalancing introduces a new innovation to the Island Light investment tool kit, a new quantitative method that provides a relative attractiveness ranking for all asset classes. The new method,...