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Astoria participated in Zack’s ‘ETF Spotlight’ podcast on January 16, 2020 to discuss Astoria’s portfolio construction process.
The following topics were discussed:
- Our macro and quantitative framework for evaluating asset classes
- How we combine factors in a portfolio
- The importance of including alternatives
- How we select ETFs
- The importance of using risk models
Best,
Astoria Portfolio Advisors
Astoria Portfolio Advisors Disclosure: As of the time of this writing and podcast, Astoria held positions in VTI, VOO, SPY, EDIV, IVE, QVAL, DON, AGG, BND, IHDG, DGRW, IEMG, IEFA, MCHI, GDX, GLD, GLDM, IAU, MNA, BTAL, COMB, and KBWB across a variety of our ETF model portfolios. Note that this is not an exhaustive list of our ETF holdings across either Astoria’s dynamic or strategic ETF portfolios. Our holdings will vary depending on risk tolerances, tracking error bands, and client mandates. For full disclosure, please refer to our website.