Posts by A. Stotz Investment Research
LIVE: The All Weather Alpha Focus Strategy
All Weather Alpha Focus Strategy: Andrew was live with FINNOMENA and talked about our latest strategy, the All Weather Alpha Focus Strategy.
Read MoreA. Stotz All Weather Strategy – October 2021
All Weather Strategy: AWS outperformed a traditional 60/40 portfolio in October. Fed/ECB unwillingness to taper could drive equities higher. Commodities driven by the energy crisis and supply-chain disruption. Risks: Inflation turns out transitory, new lockdowns, US default.
Read MoreLIVE: The All Weather Strategy Smooths the Ride on the Volatility Rollercoaster
All Weather Strategy: Andrew was live with FINNOMENA and talked about learning to live with portfolio volatility, the QE that never ends because you can’t taper a QE addict, and why we favor commodities and Western equity.
Read MoreA. Stotz All Weather Strategy – September 2021
All Weather Strategy: Though down by 1.0% for the month, AWS beat a traditional 60/40 portfolio by 1.6%. Fed/ECB unwillingness to taper could drive equities higher. Commodities driven by energy crisis and supply-chain disruption. Risks: Inflation turns out transitory, new lockdowns, US default, slow growth in Germany.
Read MoreLIVE: No Taper
All Weather Strategy: Andrew was live with FINNOMENA and talked about markets are getting pricy, protecting against a US market fall, inflationary government spending, no tapering since Fed can’t let rates rise, and why we favor commodities and Western equity.
Read MoreA. Stotz All Weather Strategy – August 2021
All Weather Strategy: The strategy outperformed the traditional 60/40 portfolio in the past three months. Central banks let recovering Western economies run hot. Commodities to benefit from Western and Chinese recovery. We keep our target allocations unchanged.
Read MoreA. Stotz All Weather Strategy – July 2021
All Weather Strategy: The strategy outperformed a traditional 60/40 portfolio by 0.9% in July 2021. Reopening of Western economies should drive these equities, and we expect strong commodities demand from Western and Chinese recovery. Risks: Inflation turns out transitory, new government-mandated shutdowns.
Read MoreLIVE: Riding the Stimulus-Led Recovery
All Weather Strategy: Andrew was live with FINNOMENA and talked about riding the stimulus-led recovery, how inflation extends the 12-year US market rally, and why we favor commodities and Western equity.
Read MoreA. Stotz All Weather Strategy – June 2021
All Weather Strategy: The All Weather Strategy slightly underperformed a traditional 60/40 portfolio in June 2021. Western economies continue to reopen, and we tilt our 65% target equity allocation to US and Developed Europe. Expect strong commodities demand from Western and Chinese recovery; target allocation at 25%.
Read MoreA. Stotz All Weather Strategy – May 2021
All Weather Strategy: The All Weather Strategy came in slightly below the traditional 60/40 portfolio in the past three months. Stimulus and vaccine news to drive the US and Developed Europe equity, together with China, the recovery should drive commodities. We switch into Developed markets equity but stay with our target weights for the various asset classes.
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