Where are the ETF investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.

Understanding Near-Term Distributions with the Upside Potential Ratio (UPR) – 2/28/18 Update Dr. Frank Sortino’s work in the area of analyzing asymmetrical distributions has always been groundbreaking.  His latest research has been with the Upside Potential Ratio (UPR), defined as the

The year 2017 marked a major turning point for world economies. They finally appear to be sustaining growth after many years of extraordinary levels of central bank/monetary stimulus. Unlike past cycles, the recession/stimulus/recovery cycle that began in 2008 has been drawn out. By c

Where are the asset class investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns. Buying overvalued assets results in negative valuation returns.

Where are the asset class investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns. Buying overvalued assets results in negative valuation returns.

Where are the asset class investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns. Buying overvalued assets results in negative valuation returns.

Understanding Near-Term Distributions with the Upside Potential Ratio (UPR) – 10/31/17 Update Dr. Frank Sortino’s work in the area of analyzing asymmetrical distributions has always been groundbreaking.  His latest research has been with the Upside Potential Ratio (UPR), defined as th

Where are the asset class investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns. Buying overvalued assets results in negative valuation returns. Evide

Where are the asset class investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns. Buying overvalued assets results in negative valuation returns.

Investor experience is often only part of the long term return path, that typically does not look like the total path. Investors may face a bell-shaped curve over time.  However, the long-term symmetrical bell-shaped curve is actually made up of many smaller nearer term non-symmetrica