June 29, 2024

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 2024 the LJE benchmark has gained 3.75%, while the LJE Asset Allocation utilizing the ETFs has appreciated 4.07%. Hence for the year the LJE allocation outperforms its benchmark by thirty-two basis points.

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