Smart Beta Portfolios

Looking for portfolio outperformance but want something more passive than our tactical model portfolios?  Smart Beta may be right for you.  The Stonebrook Smart Beta portfolios feature ETFs that seek to capitalize on market factors that have outperformed in the past.  Examples of factors that have performed better than the market over time are: Size, Momentum, Quality, and Low Volatility.

Size

Small capitalization stocks have outperformed large over the course of

ETF- Vanguard Small Cap 

Momentum

Stocks exhibiting positive momentum vs the S&P500 have tended to outperform over time:

ETF- MTUM

Quality

Stocks with higher quality scores

ETF-

Low Volatility

Stocks...

ETF- SPLV

© 2019 by Stonebrook Digital Wealth

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