Once again this year, Warren Buffett has included investment advice for individual and, new this year, large institutional investors in his annual shareholder letter. The advice is simple – “stay away from active managers and their high fees and instead buy cheap passive funds that track the overall market, for better or worse.” Mr. Buffett, […]
FEBRUARY 14, 2016 – Today we unveiled AlphaClone Mirror Portfolios, a new advice service that offers long term investors a complete investment portfolio tailored to their preferences and objectives, together with a user-friendly online experience, sophisticated portfolio modeling technology, and an ongoing relationship with an advisor. A pioneer in active indexing, AlphaClone’s proven investment approach […]
Adding active indexes to your portfolio can enhance long term results. AlphaClone Mirror Portfolios allow long term investors to easily take advantage of the potential power of active indexing in a simple and affordable wealth advice service. Image credit: AlphaClone is proud to sponsor Paul Holton and Matt Plumb and the C360R Team in the AlphaClone […]
The past year has been one of the most difficult investing environments for high active share strategies since the financial crisis. In a nutshell, cheap money and accommodative central bank policy around the globe has artificially inflated both correlations and valuations in equity markets. The result is a dissipation in the relative valuation of bad […]
We take a definitive look at hedge fund holding periods. We analyze holding periods for all Form 13F disclosed securities as well as for those held with high conviction. We also look at whether the length of a manager’s holding period is predictive in any way to the efficacy of following their holdings.
If you’ve spent any time learning about AlphaClone’s investment approach, you know our goal is to combine the best of active and passive investment approaches into one. Our strategies are passive because they are 100% rules based and comprise an index that can be tracked by a publicly traded security such as an ETF. We […]
The very nature of making investment decisions is difficult – an investor can only evaluate an investment based on historical returns and/or credibility. Yet both of these attributes are poor predictors of what the investor is actually paying for – future performance. Combine this with the fact that there are nearly 30,000 investment products to […]
It might not have been obvious, but you're now leaving the AlphaClone.com site and going to the AlphaCloneETFs.com site, which provides more information on our ETF products. The government really wanted us to tell you that.Got it