Dynamic ETFs: High Returns and Active Investment Trends

At Quantlake, we're committed to guiding investors through the complex world of finance with clarity and insight. Building on the success of our Smart portfolios, we introduce our Dynamic ETF model portfolios. These are crafted for those who seek to go beyond the conventional, embracing active investment themes for maximized returns.

‍

Dynamic Portfolio Traits: Active Investment with a Twist

Key Features:

• Active Themes: Merging the foundational elements of our Smart portfolios with dynamic themes such as Leverage, Innovation, Bitcoin, and principles of Modern Portfolio Theory.
• Aim: To seize market trends for optimal growth.

Benchmarking Approach: Robust and Diverse

• Standard: SPY and AGG.
• New Addition: iShares Core Aggressive Allocation ETF (AOA) - A focus on aggressive risk strategies.

‍

2023 Performance Insights: Exceptional Results in a Year of Volatility

• Average Performance: A remarkable 35.53%.
• Performance Range: Wide spectrum from 16.3% to 60.1%.
• Benchmarks Comparison: AGG (5.68%), AOA (18.28%), SPY (26.1%).

Key Takeaway: The exceptional top return of 60.1% by our Dynamic portfolios underscores their agility in navigating 2023's market complexities, including geopolitical shifts, fluctuating interest rates, and post-pandemic economic challenges.

‍

Comparative Analysis: Dynamic vs. Smart

• Dynamic Advantage: Higher average returns highlighting the benefits of active management during market turbulence.
• Smart Portfolio: Offers a balanced risk-return profile, powered by algorithmic efficieny.

‍

Happy Long-Term Investing from the Quantlake Team!