2016 Quarter 3 Review: RELATIVE STRENGTH Series

2016 Quarter 3 Review: RELATIVE STRENGTH Series

2016 Quarter 3 Review: RELATIVE STRENGTH Series STRATEGY DESCRIPTION The NewSquare RELATIVE STRENGTH Series is a suite of portfolios designed for growth-oriented investors—conservative, moderate, aggressive. A primary objective of each portfolio is to pivot between wealth accumulation (offense) and wealth preservation (defense) in a timely fashion. These portfolios are rules-based and designed to follow the […]

2016 Quarter 3 Review: STRATEGIC Series

2016 Quarter 3 Review: STRATEGIC Series

2016 Quarter 3 Review: STRATEGIC Series INVESTMENT STRATEGY The NewSquare STRATEGIC Series blends a constant core allocation strategy with an active sector rotation strategy. The result is a series ofmanaged ETF portfolios designed to deliver: (1) predictable exposures to opportunities for both growth and preservation, (2) an equity sector rotation strategy driven by relative strength […]

2016 Quarter 3 Review: MACRO Series

2016 Quarter 3 Review: MACRO Series

2016 Quarter 3 Review: MACRO Series The risk-on trade continued during the third quarter helping to push the S&P 500, Dow, and NASDAQ indices to record highs lifting investor optimism that the seven-year bull market could continue despite uncertainty regarding future Federal Reserve interest rate hikes, weak global growth, Brexit (the British exit from the […]

2016 Quarter 3 Review: Dividend Focus

2016 Quarter 3 Review: Dividend Focus

2016 Quarter 3 Review: Dividend Focus Description A separately‐managed account income‐opportunistic strategy that is primarily comprised of dividend‐paying, common stocks of Fortune 1000 companies that are leaders in their respective industries, have a history of dividend stability and growth, and have favorable credit metrics.    In addition, the manager may utilize up to 30% in non‐common equity securities and […]

2016 Quarter 3 Review: ETF Tax-Exempt Bond Portfolio

2016 Quarter 3 Review: ETF Tax-Exempt Bond Portfolio

2016 Quarter 3 Review: ETF Tax-Exempt Bond Portfolio Review The ETF Tax‐Exempt Bond strategy had slightly negative performance during the third quarter of 2016 on both an absolute and relative basis. Most of this under-performance was due to the longer average duration for the strategy in a rising interest rate environment. Click link to read more… Notes 2016 […]

2016 Quarter 3 Review: Individual Tax-Exempt Bond Portfolio

2016 Quarter 3 Review: Individual Tax-Exempt Bond Portfolio

2016 Quarter 3 Review: Individual Tax-Exempt Bond Portfolio Description A separately‐managed account bond strategy that employs an active management discipline that strives for low volatility and enhanced risk‐adjusted returns through duration positioning and security selection.  The portfolio is built around a long‐term strategic allocation that typically includes investments in high quality, investment grade municipal bonds and may be supplemented […]

2016 Quarter 3 Review: Individual Taxable Bond Portfolio

2016 Quarter 3 Review: Individual Taxable Bond Portfolio

2016 Quarter 3 Review: Individual Taxable Bond Portfolio Description A separately‐managed account bond strategy that employs an active management discipline which strives for low volatility and enhanced risk‐adjusted returns through duration positioning, sector allocation, and security selection.    The portfolio is built around a long‐term strategic allocation that typically includes investments in high quality, investment grade corporate notes/bonds, mortgage‐backed securities, federal agency […]

2016 Quarter 3 Review: Total Return ETF

2016 Quarter 3 Review: Total Return ETF

2016 Quarter 3 Review: Total Return ETF The risk-on trade continued during the third quarter helping to push the S&P 500, Dow, and NASDAQ indices to record highs lifting investor optimism that the seven-year bull market could continue despite uncertainty regarding future Federal Reserve interest rate hikes, weak global growth, Brexit (the British exit from the […]