2018 Quarter 2 Review: Strategic Series

2018 Quarter 2 Review: Strategic Series

2018 Quarter 2 Review: Strategic Series Commentary When you look at a fund’s returns, the numbers assume that investors bought it at the beginning of a period and held it until the end. That’s usually not the case. Investors, often driven by emotions, tend to make unsound investment decisions, such as pulling out of a […]

2018 Quarter 1 Review: Strategic Series

2018 Quarter 1 Review: Strategic Series

2018 Quarter 1 Review: Strategic Series Commentary Despite some newfound volatility, the market ended the quarter relatively unchanged. More conservatively allocated portfolios underperformed the more aggressively allocated ones. We executed one trade in the international equity space to take advantage of prevailing trends. We will continue to look for sectors and areas of the market […]

2017 Quarter 4 Review: Strategic Series

2017 Quarter 4 Review: Strategic Series

2017 Quarter 4 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 3 Review: Strategic Series

2017 Quarter 3 Review: Strategic Series

2017 Quarter 3 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 2 Review: Strategic Series

2017 Quarter 2 Review: Strategic Series

2017 Quarter 2 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: 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 […]

2016 Quarter 4 Review: Strategic Series

2016 Quarter 4 Review: Strategic Series

2016 Quarter 4 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 […]

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 2 Review:  STRATEGIC Series

2016 Quarter 2 Review: STRATEGIC Series

2016 Quarter 2 Review: STRATEGIC Series In the 2nd quarter, we witnessed another episode of unpredictable market theater.  After the U.K. populace voted to leave the European Union (“Brexit”), global financial markets saw swift and immediate downside.  The amount of speculation on both sides of the vote (Leave vs. Remain) leading up to the vote was enormous.  How this will ultimately affect both […]

2016 Quarter 1 Review:  STRATEGIC Series

2016 Quarter 1 Review: STRATEGIC Series

2016 Quarter 1 Review: STRATEGIC Series The chief investment officer at the Vanguard Group recently noted on a radio show that investors generate an additional 1.5% in annualized returns “just by sticking with their plan.”   How easy is that, right?  All investors craft a plan they are comfortable following.  But, then something happens, and the plan goes amiss.  What is that […]

2015 Year in Review:  STRATEGIC Series

2015 Year in Review: STRATEGIC Series

2015 Year in Review: STRATEGIC Series Popular in the financial news are discussions around “timing,” often heavily debated. Timing of asset class movements or individual stock buys/sells routinely drives media stories. At NewSquare Capital, we take a different approach, believing that it is much more important for investors to focus on getting their overall asset […]