Contact us 415-464-9144
  • Who We Are
    • Terry O’Neill
    • Kal Salama
  • What We Do
  • News and Events
  • Best Asset Classes
  • Best ETFs
  • What Really Matters
    • Headlands Headlines
    • Links
    • Essays
  • Contact

Best ETFs 11/30/2015

December 02, 2015
Comments are off
Where are the ETF investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns. Buying overvalued assets results in negative valuation returns. Federal Reser
Continue Reading →

Do your Smart Betas have too much overlap or too little?

November 09, 2015
Comments are off
After doing your research on Smart Beta strategies, you now have six better ways to build a large /intermediate cap US equity portfolio than using a cap-weighted index: Equal-weighted, Minimum Volatility, Quality, Value, Momentum and High Dividend Yield. How do you put them together i
Continue Reading →

Have the Smart Betas Become Crowded Trades? November 2015 Update

November 03, 2015
Comments are off
Have the Smart Betas become crowded trades?  How can we tell? With the outlook for growth slowing, new smart beta investors in Quality are paying a significant premium today for the strategy. This premium is so high that their entire expected return advantage is reversed into a major
Continue Reading →

Best ETFs 10/31/2015

November 03, 2015
Comments are off
Where are the ETF investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns. Buying overvalued assets results in negative valuation returns.
Continue Reading →

Have The Smart Betas Become Crowded Trades? October 2015 Update

October 05, 2015
Comments are off
Have the Smart Betas become crowded trades?  How can we tell? As may be expected in volatile market conditions, new smart beta investors in Quality and Minimum Volatility are significantly overpaying today for the strategies. They are overpaying by so much, actually, that their entire
Continue Reading →

Best ETFs 9/30/2015

October 03, 2015
Comments are off
Where are the ETF investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns. Buying overvalued assets results in negative valuation returns. Equity market
Continue Reading →

Have the Smart Betas Become Crowded Trades? September 2015 Update

September 14, 2015
Comments are off
Have the Smart Betas become crowded trades?  How can we tell? New smart beta investors in Quality, Minimum Volatility, Momentum and Equal-Weighted are overpaying for the strategies. They are overpaying by so much, actually, that their entire long term return advantage could be wiped o
Continue Reading →

Best ETFs 8/31/2015

September 05, 2015
Comments are off
Where are the ETF investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns. Buying overvalued assets results in negative valuation returns.
Continue Reading →

Have the Smart Betas become crowded trades? July 2015 Update

July 21, 2015
Comments are off
Have the Smart Betas become crowded trades?  How can we tell? New smart beta investors in Momentum, Equal-Weighted and Quality are overpaying for the strategies. They are overpaying by so much, actually, that their entire long term return advantage could be wiped out over the next fiv
Continue Reading →

Best ETFs 6/30/2015

July 08, 2015
Comments are off
Where are the ETF investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued assets results in positive valuation returns. Buying overvalued assets results in negative valuation returns. Negotiations
Continue Reading →
1234567
  • Financial Planning
  • Process of Consulting
  • Managing Specifics

HEADLANDS GROUP, INC.

100 Larkspur Landing Circle
Suite 202
Larkspur, CA 94939
415 464 9144

Recent Posts

  • Best ETFs 02/28/2021
  • Best Asset Classes 02/28/2021
  • Best ETFs 1/31/2021
© Copyright 2018 The Headlands Group, LLC