- 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.
For further details see:
Can't Decide To Go Long Or Go Short On Stocks? Go Long/Short