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    • Kal Salama
    • Jean Adams
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What Really Matters

Best ETFs 3/31/2018

April 02, 2018
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Where are the ETF investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.
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Best Asset Classes 3/31/2018

April 02, 2018
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Where are the asset class 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.
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Upside Potential Ratio (UPR) – 2/28/2018 Update

March 13, 2018
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Understanding Near-Term Distributions with the Upside Potential Ratio (UPR) – 2/28/18 Update Dr. Frank Sortino’s work in the area of analyzing asymmetrical distributions has always been groundbreaking.  His latest research has been with the Upside Potential Ratio (UPR), defined as the
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Best ETFs 2/28/2018

March 01, 2018
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Where are the ETF investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.
Continue Reading →

Best Asset Classes 2/28/2018

March 01, 2018
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Where are the asset class 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 →

2017 Annual Review and Market Outlook

February 12, 2018
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The year 2017 marked a major turning point for world economies. They finally appear to be sustaining growth after many years of extraordinary levels of central bank/monetary stimulus. Unlike past cycles, the recession/stimulus/recovery cycle that began in 2008 has been drawn out. By c
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Best ETFs 1/31/2018

February 01, 2018
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 ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.
Continue Reading →

Best Asset Classes 1/31/2018

February 01, 2018
Comments are off
Where are the asset class 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 →

Best ETFs 12/31/2017

January 02, 2018
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 ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.
Continue Reading →

Best Asset Classes 12/31/2017

January 02, 2018
Comments are off
Where are the asset class 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 →

Best ETFs 11/30/2017

December 15, 2017
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 ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.
Continue Reading →

Best Asset Classes 11/30/2017

December 15, 2017
Comments are off
Where are the asset class 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 →

Upside Potential Ratio (UPR) – 10/31/17 Update

November 15, 2017
Comments are off
Understanding Near-Term Distributions with the Upside Potential Ratio (UPR) – 10/31/17 Update Dr. Frank Sortino’s work in the area of analyzing asymmetrical distributions has always been groundbreaking.  His latest research has been with the Upside Potential Ratio (UPR), defined as th
Continue Reading →

Best ETFs 10/31/2017

November 02, 2017
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 ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.
Continue Reading →

Best Asset Classes 10/31/2017

November 02, 2017
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Where are the asset class 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. Evide
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Best ETFs 9/30/2017

October 02, 2017
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 ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.
Continue Reading →

Best Asset Classes 9/30/2017

October 02, 2017
Comments are off
Where are the asset class 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 →

Capturing Upside: Improving the Odds of Success

September 19, 2017
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Investor experience is often only part of the long term return path, that typically does not look like the total path. Investors may face a bell-shaped curve over time.  However, the long-term symmetrical bell-shaped curve is actually made up of many smaller nearer term non-symmetrica
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Best ETFs 8/31/2017

September 01, 2017
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 ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.
Continue Reading →

Best Asset Classes 8/31/2017

September 01, 2017
Comments are off
Where are the asset class 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 →

Best ETFs 7/31/2017

August 07, 2017
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Where are the ETF investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.
Continue Reading →

Best Asset Classes 7/31/2017

August 07, 2017
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Where are the asset class 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. Emerg
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Capturing Upside – High Probability Investing

July 25, 2017
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For a variety of reasons, long-term individual and institutional returns indicate a failure to capture risk premium over time.  We believe this is a major contributor to the individual retirement and pension fund funding crises. High Probability Investing Are you just another gambler
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Best ETFs 6/30/2017

July 03, 2017
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Where are the ETF investment opportunities? The chart illustrates the effect of current valuation on expected return over the next five years. Buying undervalued ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.
Continue Reading →

Best Asset Classes 6/30/2017

July 03, 2017
Comments are off
Where are the asset class 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 →

Best ETFs 5/31/2017

June 01, 2017
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 ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.
Continue Reading →

Best Asset Classes 5/31/2017

June 01, 2017
Comments are off
Where are the asset class 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 →

Best ETFs 4/30/2017

May 02, 2017
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 ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.
Continue Reading →

Best Asset Classes 4/30/2017

May 01, 2017
Comments are off
Where are the asset class 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. With
Continue Reading →

Best ETFs 3/31/2017

April 03, 2017
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 ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.
Continue Reading →

Best Asset Classes 3/31/2017

April 03, 2017
Comments are off
Where are the asset class 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 →

Best Asset Classes 2/28/2017

March 03, 2017
Comments are off
Where are the asset class 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 →

Best ETFs 2/28/2017

March 03, 2017
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 ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.
Continue Reading →

Are you and your clients ready for the great unwinding?

February 23, 2017
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The charts illustrate the unprecedented monetary policy we have had in this business cycle and its relationship to bank lending. The ZIRP (zero interest rate policy) and the QE (quantitative easing) were designed to replace the traditional role banks play in providing credit to the ec
Continue Reading →

Best ETFs 1/31/2017

February 03, 2017
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 ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.
Continue Reading →

Best Asset Classes 1/31/2017

February 03, 2017
Comments are off
Where are the asset class 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. As we
Continue Reading →

Best ETFs 12/31/2016

January 04, 2017
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 ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.
Continue Reading →

Best Asset Classes 12/31/2016

January 04, 2017
Comments are off
Where are the asset class 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 →

The Game Changer!

December 09, 2016
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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. The Election – A game changer for the markets? The US equ
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Best ETFs 11/30/2016

December 06, 2016
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 ETFs results in positive valuation returns. Buying overvalued ETFs results in negative valuation returns.
Continue Reading →
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  • Terry O’Neill
  • Kal Salama
  • Jean Adams

HEADLANDS GROUP, INC.

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

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  • Best ETFs 3/31/2018
  • Best Asset Classes 3/31/2018
  • Upside Potential Ratio (UPR) – 2/28/2018 Update

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