News

Island Light Sector Rotation Notes (Jan 2015)

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...

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Island Light Sector Rotation Notes (Dec 2014)

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...

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Island Light Sector Rotation Notes (Nov 2014)

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...

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Matt Pierce presentation at CFDD conference

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,...

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Island Light Sector Rotation Notes (Oct 2014)

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,...

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Island Light Sector Rotation Notes (August 2014)

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...

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Island Light 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 a sophisticated new 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...

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