April 03, 2023

All investors face capital-market risk. Managing that risk, evaluating opportunities in the context of an investor’s goals, and assessing specific investments efficiently requires broad, objective, close-to-the-capital-market thinking. An asset allocation framework does not need to be a black box that processes statistical variables and then spits out an investment plan. It should be a logical framework that lays out choices for investors. During the first quarter of 2023 the benchmark gained 4.86%, while the LJE Asset Allocation utilizing the ETFs increased 5.17%. Hence for the year the LJE allocation outperforms its benchmark by 34 basis points.

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