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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.
Small capitalization stocks have outperformed large over the course of
ETF- Vanguard Small Cap
Stocks exhibiting positive momentum vs the S&P500 have tended to outperform over time:
Stocks with higher quality scores
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