Home Economics AlphaClone February Stats

AlphaClone February Stats

February saw markets (especially internationally) pull back reflecting concerns around interest rate policy in the US and a gathering trade/tariffs stand off between the US and key trade partners globally.   As a result, market volatility also spiked with the VIX recording its largest ever one day increase on February 5th.  Sectors were broadly also lower for the month except for Information Technology which managed a small gain.

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Despite the difficult month, all AlphaClone indexes and SMA strategies remain ahead of their benchmarks on a year to date basis.

AlphaClone Active Indexes

AlphaClone Active Indexes

Index Performance February 2018

AlphaClone SMA Composites

SMA Composite Performance (net) February 2018

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.

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

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.

Why Active Indexing?

What is an active index?

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

Why should I consider active indexing?

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

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