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The fund industry is busy manufacturing new smart beta funds with backtested track records that “prove” their strategy. However, backtests can easily be massaged to gin up performance. When considering any new product, run it through this seven-point smell test to see if you are investing in the real deal.
A new study shows how a two-asset ETF model—based on mean-variance optimization and momentum—can monitor portfolio risk and throw off short-term tactical asset allocation signals. The model worked in 2008 and is easy to create in a simple Excel spreadsheet.
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