Nasdaq IFED-LV Outperforms, While Avoiding Speculative Stance
Since its launch on July 19, 2022, the Nasdaq IFED-LV index has achieved a 14.96% annual return compared to only 9.41% for the S&P 500...
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Oct 316 min read
Is Your Portfolio Aligned with the Fed’s New Expansive Monetary Policy?
After many months of anticipation, the Federal Reserve finally lowered its policy interest rates in September. The question for investors...
Jul 317 min read
Be Patient Regarding Fed’s Next Move – IFED Indexes Rebalance to Refresh Holdings
Despite projections that the Federal Reserve would relax interest rates in early 2024, the Fed continues to prioritize maintaining price...
Jul 291 min read
Maximizing Portfolio Returns Via Federal Reserve Policy
Check out our most recent webinar hosted by the CFA Society Baltimore. Learning objectives: Understanding the impact of Federal Reserve...
Jul 299 min read
IFED Strategy Celebrates 4-Year Anniversary
The Nasdaq IFED-L index has shown consistent outperformance over four years of varied market conditions, achieving a 19.65% annual return...
May 18 min read
Investors Shouldn’t Worry About Predicting the Fed’s Next Move
Most market participants believe the Federal Reserve will shift policy to be more accommodative during 2024. As of April 29, according to...
Jan 306 min read
2023: A Year in Review
Posted: January 30, 2024 2023 was a strong year for the U.S. stock market and for the IFED indexes. The stock market rebounded nicely in...
Jul 21, 20236 min read
The Fed’s Focus on Inflation Continues – Are Your Portfolio Holdings Still Appropriate?
Posted: July 21, 2023 In this commentary, we highlight the link between Nasdaq IFED ™ index performance, the principles behind the IFED...
Jun 26, 20237 min read
Nasdaq IFED-L Easily Clears the 3-Year Performance Hurdle While Handily Beating the Competition
Posted: June 26, 2023 June 9th, 2023 marks the three-year anniversary since the launch of the Nasdaq IFED US Large-Cap™️ Index (Nasdaq...
Jan 16, 20235 min read
2022: A Year in Review
Posted: January 16, 2023 Was 2022 a year of the unopened envelope syndrome for you? Behavioral psychologists have identified a phenomenon...
Dec 15, 20227 min read
How Do Investors Avoid Fighting the Fed?
It’s unlikely the Federal Reserve chairman is ever going to win a popularity contest, no matter what actions the Fed takes. Consistent...
Nov 11, 20226 min read
What is the best investment style?
For decades investors have debated which investment style is superior, does small-cap-value dominate, or how about large-cap-growth;...
Oct 27, 20226 min read
Do sector and factor rotation represent a fool’s errand?
Investors have a natural attraction to rotation strategies. The prospect of selling out-of-favor stocks and rebalancing to in-favor...
Sep 27, 20221 min read
Using Fed Policy Signals to Capture Alpha: The IFED Strategy
Synopsis Issued September 2022 This article provides insight to the origins of the IFED strategy and its efficacy. The IFED strategy is...
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