The Importance of ETF Strategies that Rotate, Tilt, and Hedge
By John Lunt, Lunt Capital Financial headlines are proclaiming the return of market volatility in 2018. Investors welcome upside volatility—it is downside volatility…
Author John Lunt, Lunt Capital Management
Building Portfolios in 2018: Passive, Active, and Active-Passive
By John Lunt, Lunt Capital In an investment framework dominated by mutual funds, the “active” and “passive” distinction was clear. Passive mutual…
In Praise of the Financial Advisor
By John Lunt, Lunt Capital Lunt Capital has the privilege of managing investment portfolios for exceptional financial advisors. These financial advisors are committed…
32 ETFs to Spice Up Your Boring Bond Portfolio
By John Lunt, Lunt Capital Most investors view bonds as boring. If clients don’t say it out loud, the glazed look that…
It’s Time to Review Your Market Correction Checklist
By John Lunt, Lunt Capital We are frequently asked if we think that financial markets will correct or sell off (note: corrections are typically…
Building Diversification by Adding Strategy to Your Portfolio
By John Lunt via Iris.xyz The principal of diversification drives asset allocation for both institutional and individual investors. The benefits of diversification do…
International Investing: “You Must Unlearn What You Have Learned”
By John Lunt, Lunt Capital Two years ago, Lunt Capital embarked on a 100-day, 70,000 miles, 24-country due diligence trip of the world…
Is Yesterday’s Hedge Fund Strategy in Tomorrow’s ETF?
By John Lunt, President, Lunt Capital Management, Inc. I was recently part of a conversation with a group investment industry professionals. The discussion…
Five Key Questions for Your 2017 ETF Asset Allocation
By John Lunt, President, Lunt Capital Management, Inc. Financial advisors are continually reviewing the strategic positioning and tactical tilts within client asset…
Low Volatility is Not a Buy and Hold Strategy
By John Lunt, President of Lunt Capital Management, Inc. One of the themes of 2016 has been the continued growth of smart…
Is Your Portfolio Out of Balance? Why ETFs Are a Game Changer
By John Lunt, President of Lunt Capital Management, Inc. “The key to keeping your balance is knowing when you’ve lost it.” As we…
Diversifying Your Beta: Market Beta, Smart Beta & Tactical Beta
By John Lunt, President of Lunt Capital Management, Inc. The Morningstar ETF Conference was the center of the ETF Universe in early…
ETF Investors: The Real Action is Beneath the Surface
By John Lunt, President of Lunt Capital Management, Inc. A few years ago, we took our children snorkeling off the Florida Keys. …
Tactical ETF Strategies Have Transformed Investing
Note: This article appears on the ETFtrends.com Strategist Channel By John Lunt Diversification has become an accepted, foundational principle for constructing investment portfolios.…