Quant ETF Loses in Poorly Timed Rebalance
Quant ETF Loses in Poorly Timed Rebalance

A $15.3 billion ETF—BlackRock’s iShares MSCI USA Momentum Factor—suffered losses due to the timing of a rebalance. This according to a recent article in Bloomberg. The BlackRock ETF reportedly “went…

Strategies for When Stocks Drop
Strategies for When Stocks Drop

Although US stocks appear poised for continued growth, “risks remain and a market decline can be just around the corner, threatening to unnerve investors at any time,” according to a…

The Facts About Factor Timing
The Facts About Factor Timing

Factor timing seems so sensible on the surface. The idea of adding exposure to out of favor factors appeals to investors’ desires to buy low and sell high. But the…