NDR Dynamic Allocation Strategy September 2021 Update

Dynamic Allocation Strategy, indicators, weightings update

BY BRIAN SANBORN

The Dynamic Allocation Strategy’s equity allocation remains above 80%.

All six top-level indicators in the model (relative strength, participation, leading economic indicators, shipping rates, economic sentiment, and central banks) favor equities over fixed income.

U.S. Large-Caps, U.S. Growth, and U.S. Value received the largest weightings. Click the link below to read more about the strategy’s positioning.

Full strategy commentary: NDRDAS202109021

Other posts

NDR Dynamic Allocation Strategy February 2024 Update

BY BRIAN SANBORN

Dynamic Allocation Strategy, indicators, weightings update Read more →

C8’s Weekly Bulletin: Seasons Greetings!

BY JON WEBB

It has been another strong year for C8 Technologies, as we continue to expand and spread the direct indexing message worldwide. We could not have done it without you all, our clients, partners and friends. We are very grateful for all your support in sharing our journey and achievements. Thank you! May we wish you the season's greetings and best wishes for 2023. For our final issue of the year, we highlight the recent recovery in interest rate and bond markets, and in 'long-only' allocation strategies, both of which were hit hard in the first three quarters of 2022. Read more →

Stocks May Have Rebounded But Headwinds Remain Ahead

BY TEMATICA

Putting it all together, while the stock market rallied off from oversold levels yesterday, there are still multiple headwinds that could restrain its performance in the coming weeks and months. Read more →

Back to all posts →