AlphaClone January 2018 Update

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AlphaClone performance report for the month ended January 31, 2018.

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AlphaClone Active Indexes

Index Performance January 2018

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AlphaClone SMA Composites

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SMA Composite Performance (net) January 2018

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AlphaClone Mirror Portfolio

Mirror Portfolio Benefits

Use active indexes to diversify your investment style exposure while avoiding the inefficiency and high fees of traditional active funds.

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Allocating to active indexes can improve your portfolio’s long-term results

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Controlling costs is one of the most important determinants of investment success

The table below summarizes the average fees for a model moderate risk portfolio that invests $500,000. Fees for the average traditional advisor and fund expenses comes from the 2016 InvestmentNews Financial Study of Advisory Firms, a survey of 500+ RIAs. Fees for Betterment come from an analysis conducted by Investor Junkie.

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Why Active Indexing?

What is an active index?

Active indexes offer the benefits of index funds while still seeking to outperform the overall market

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Why should I consider active indexing?

Over the long term, active indexing has outperformed both the market and traditional active funds

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About the Author

Sheeraz Raza
Sheeraz is our COO (Chief - Operations), his primary duty is curating and editing of ValueWalk. He is main reason behind the rapid growth of the business. Sheeraz previously ran a taxation firm. He is an expert in technology, he has over 5.5 years of design, development and roll-out experience for SEO and SEM. - Email: sraza(at)valuewalk.com

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