Posts by A. Stotz Investment Research
A. Stotz All Weather Strategies – February 2023
Performance review of our strategies in February 2023 – All Weather Inflation Guard was down 0.7%. All Weather Strategy was down 3.0%. All Weather Alpha Focus was down 1.8%. Global outlook that guides our asset allocation.
Read MoreA. Stotz All Weather Alpha Focus – April 2022
All Weather Alpha Focus was 1.3% above the 60/40 portfolio in April. We expect central banks to do what they can to prop up markets and the Indian stock market to remain strong.
Read MoreA. Stotz All Weather Strategy – April 2022
The All Weather Strategy was down but outperformed a traditional 60/40 portfolio by 1.2% in April. War in Ukraine, demand for necessities, and supply-chain bottlenecks to drive commodities and gold.
Read MoreA. Stotz All Weather Strategy – March 2022
All Weather Strategy: AWS significantly outperformed a traditional 60/40 portfolio by 2.1% in March 2022. War in Ukraine, recovery demand, and supply-chain bottlenecks drive commodities and gold.
Read MoreA. Stotz All Weather Alpha Focus – February 2022
All Weather Alpha Focus: The strategy was 1.3% below the 60/40 portfolio in February. In the near term, the war in Ukraine is going to rattle markets, and we think Energy, Commodities, and Gold will do well.
Read MoreA. Stotz All Weather Strategy – February 2022
All Weather Strategy: AWS outperformed a traditional 60/40 portfolio by 0.8% in February 2022. Fed’s unwillingness to crash markets could drive equities higher. War in Ukraine, recovery demand, and supply-chain bottlenecks to drive commodities and gold.
Read MoreA. Stotz All Weather Alpha Focus – December 2021
All Weather Alpha Focus: Outperformed a 60/40 portfolio in December 2021. Fed and ECB are going to do what they can to prop up markets. The economic recovery is going to continue in 2022, which makes equities attractive.
Read MoreLIVE: Democrats Need Fed Chair Powell to Prop Up Markets
All Weather Strategy: Expect Democrats to lose control of the House, weakening Biden presidency. Democrats need Fed Chair Powell to prop up markets, not quell inflation.
Read MoreA. Stotz All Weather Strategy – December 2021
All Weather Strategy: AWS outperformed a traditional 60/40 portfolio by 1.4% in December 2021. Fed/ECB unwillingness to crash markets could drive equities higher. Recovery demand and supply-chain disruption to drive commodities. Risks: Inflation turns out transitory, new lockdowns, US default.
Read MoreA. Stotz All Weather Strategy – November 2021
All Weather Strategy: The strategy performed in line with a traditional 60/40 portfolio in the past three months. Fed/ECB unwillingness to taper could drive equities higher. Commodities driven by the energy crisis and supply-chain disruption. We keep our target allocations unchanged.
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