OUR PROCESS

Size

Larger countries start with larger allocations. We consider the country's GDP, Market Cap, Debt Outstanding and M2.

Valuation

Overweight cheap countries and underweight expensive ones, utilizing Shiller P/E and Mcap/GDP. Historically, these metrics have high correlations to forward looking returns.

Correlation

Overweight assets will low correlation and underweight assets with higher correlation. 

Volatility

Overweight assets with low correlation and underweight assets with high volatility.

Result

DataDriven Advisor’s highly diversified portfolios, without home-bias, created to be easily replicated for the dynamic advisor.

 

COMPLEX ACTIONS

FOR A COMPLEX WORLD

DataDriven Advisor takes a global approach to portfolio construction, increasing diversification in an effort to maximize the risk/return tradeoff. Wall Street tends to succumb to an investing flaw called home bias, increasing portfolio risk without increasing expected return.

U.S. ASSETS 85%

OTHER 15%

COMMODITIES

GOLD

U.S. ASSETS

REAL ESTATE

EMERGING

MARKET BONDS

INTERNATIONAL STOCKS

INTERNATIONAL

BONDS

EMERGING

MARKET STOCKS

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DataDriven Advisor is a Registered Investment Advisor run by CFP®, Randy Kurtz. Information presented on this site is limited to the dissemination of general information pertaining to its model portfolio services, together with access to additional investment-related information, publications, and links.

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