LBAY - Can't Decide To Go Long Or Go Short On Stocks? Go Long/Short

• May was not the best month for alternative investment ETFs, at least as measured by the asset class’s largest portfolios. Less than a third of the funds produced price gains for the month.
• If one believes the past is a predictor of the future, one might be sorely tempted to allocate to energy limited partnerships or long-only commodity exposures now.
• In times such as these, it behooves investors and their advisors to take the time to carefully consider allocation decisions. Data, rather than impulse, ought to be drivers.

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