USC – Marshall School of Business – EBITDAddies
What is your investment strategy? In simple terms describe your investment approach.
Our investment approach is employing a smart beta strategy for the SPDR sector ETFs. We believe the market is in a strong uptrend and this trend will continue for the foreseeable future. Thus, we employed mean-variance optimization techniques to determine the optimal allocation among the various SPDR sector ETFs. We reviewed optimal allocations for the trailing 3-month through 3-year period returns and created our current portfolio based upon those findings. In addition, we are employing a covered call strategy for those selected securities for income generation and slight risk mitigation.
What do you think about the markets now?
The markets are at an all-time high and show no signs of slowing down. It is slightly alarming at how rapid growth has been lately, and it is amazing how the market has been unperturbed by North Korea’s actions and the largest mass shooting in our country’s history. That being said, if Trump can get his tax reform bill approved by Congress, the market should continue to see further growth. It will also be interesting to see if we have a new Fed Chief in the coming months, but Trump would like to see interest rates stay low, which bodes well for the market.
What do you think will drive the markets in the near future?
Can you tell us more about the team members and what are their background? Include licenses, certifications and other credentials.
What do you think about the Peeptrade University Challenge?