2017 Quarter 1 Review: Relative Strength Series

2017 Quarter 1 Review: Relative Strength Series

2017 Quarter 1 Review: Relative Strength Series 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 […]

2017 Quarter 1 Review: Strategic Series

2017 Quarter 1 Review: Strategic Series

2017 Quarter 1 Review: Strategic Series Description The NewSquare STRATEGIC Series blends a constant core allocation strategy with an active sector rotation strategy. This blend produces a series of managed ETF portfolios designed to deliver: (1) predictable exposures to opportunities for both growth and income, (2) a sector rotation strategy driven by momentum trends, and […]

2017 Quarter 1 Review: Macro Series

2017 Quarter 1 Review: Macro Series

2017 Quarter 1 Review: Macro Series First Quarter Summary and Commentary The first quarter began with a continuation of the “Trump Trade” as stock prices rose to all-time highs on investor hopes for tax reform, infrastructure spending, and deregulation. The S&P 500 Index had its biggest quarterly gain since the end of 2015. However, stocks […]

2017 Quarter 1 Review: Dividend Focus Portfolio

2017 Quarter 1 Review: Dividend Focus Portfolio

2017 Quarter 1 Review: Dividend Focus Portfolio 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 […]

2017 Quarter 1 Review: ETF Tax-Exempt Bond Portfolio

2017 Quarter 1 Review: ETF Tax-Exempt Bond Portfolio

2017 Quarter 1 Review: ETF Tax-Exempt Bond Portfolio Description The ETF Tax-Exempt Bond portfolios seeks a combination of long-term capital appreciation and tax-free income. Bond selections are governed by average maturity, duration, convexity, credit quality, various yield measures, diversification valuation, multi-factor macroeconomic and fundamental considerations. This portfolio invests in ETFs (exchange-traded funds) and ETPs (exchange-traded […]

2017 Quarter 1 Review: ETF Taxable Bond Portfolio

2017 Quarter 1 Review: ETF Taxable Bond Portfolio

2017 Quarter 1 Review: ETF Taxable Bond Portfolio Description The ETF Taxable Bond portfolios seeks income and long-term capital appreciation. Sector and foreign market fixed income selections are governed by average maturity, duration, convexity, various yield measures, overall diversification, multi-factor macroeconomic and fundamental valuation. This portfolio is generally fully invested, but will hold additional cash […]

2017 Quarter 1 Review: Individual Tax-Exempt Portfolio

2017 Quarter 1 Review: Individual Tax-Exempt Portfolio

2017 Quarter 1 Review: Individual Tax-Exempt 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 […]

2017 Quarter 1 Review:  Individual Taxable Bond Portfolio

2017 Quarter 1 Review: Individual Taxable Bond Portfolio

2017 Quarter 1 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 […]

2017 Quarter 1 Review: Total Return ETF Portfolio

2017 Quarter 1 Review: Total Return ETF Portfolio

2017 Quarter 1 Review: Total Return ETF Portfolio Fourth Quarter Summary and Commentary The first quarter began with a continuation of the “Trump Trade” as stock prices rose to all-time highs on investor hopes for tax reform, infrastructure spending, and deregulation. The S&P 500 Index had its biggest quarterly gain since the end of 2015. However, […]