RPAR News and Press, RPAR Risk Parity From 12/08/23

2023-12-08 17:40:59 ET Summary SPDR® SSgA Multi-Asset Real Return ETF is an actively managed fund of funds aiming at excess return over inflation. The RLY fund provides exposure to inflation-protected securities, real estate securities, commodities, infrastructure companies, ...

2023-11-30 18:14:50 ET Summary RPAR Risk Parity ETF's heavy fixed-income allocations have acted as a headwind, causing the fund to underperform. Looking forward, I worry the fund's allocation strategy may be based on historical data since 2000 that is biased towards bonds. How...

2023-09-11 09:21:53 ET Summary RPAR ETF aims to generate positive returns during economic growth, preserve capital during economic contraction, and preserve real rates of return during inflation. Diversification and rebalancing boost are key factors in achieving equity-like return...

2023-07-05 18:10:08 ET Summary We took a “bucket list” trip to Africa to see the “Great Migration,” the annual wildlife journey. It prompted several market outlook ideas. I offer views on several ETFs for investors to consider researching including RPAR...

2023-05-03 07:41:23 ET Summary The RPAR ETF is a convenient way to access risk-parity strategies. The RPAR ETF's design was flawed, as it had a heavy weight in TIPS bonds that was expected to go up in inflationary environments. Instead, TIPS bonds were the worst performing ass...

Summary Despite having been burned in the past by bullish calls that proved premature at best, I remain optimistic about the Risk Parity ETF. In this article, I run through the math that tells me how RPAR could produce 6% to 7% in annual returns for many years to come. I see RPAR pr...

Summary The AXS Astoria Inflation Sensitive ETF just celebrated its first birthday and performed very well so far. Last year, PPI was the number 1 performer in its Morningstar category. Despite a 70% allocation to equities, PPI had a positive return in 2022. We like PPI’s...

Summary Diversified investing has been in the gutter in 2022. I estimate that this year has been the worst for a fund like RPAR since at least 1970. Where there is fear, there can be an opportunity. Macroeconomic fundamentals are far from pristine, but I see a buy-the-dip play her...

RPAR is a multi-asset class diversified ETF. The fund is supposed to perform well when inflation is high and rising, but it has underperformed YTD. An explanation as to why follows. For further details see: RPAR's Underperformance Explained

Shell has a complex future. Many challenges lie ahead for management in the energy transition. Shell is still quantitatively cheap, especially compared to its U.S. competitors Chevron and Exxon. But, the company's oil reserves are in sharp decline. We believe that, at current pric...