QuantStreet Performance September 2025
8/30/2025 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks. The analysis starts on the launch date of each separately managed account strategy. Strategy Summary QuantStreet Strategy Start Date Risk Level Fee (bps) Balanced 8/16/2023 60/40 40 Core 12/1/2021 85/15 40 Aggressive 11/17/2022 95/5 40 All performance is shown […]
August 2025 Update
August 3, 2025 – Some things change in markets and some don’t. The dollar partially reversed its year-to-date decline in July, and US equities had their first moment in the sun relative to international peers thus far in 2025. Some of the year’s biggest winners–European and international equities, and global bonds–turned into July laggards. The […]
QuantStreet Performance August 2025
7/31/2025 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks. The analysis starts on the launch date of each separately managed account strategy. Strategy Summary QuantStreet Strategy Start Date Risk Level Fee (bps) Balanced 8/16/2023 60/40 40 Core 12/1/2021 85/15 40 Aggressive 11/17/2022 95/5 40 All performance is shown […]
How To Handle Portfolios with High Unrealized Gains
7/17/2025 — Many portfolios consist of highly appreciated, concentrated positions. Investors are hesitant to rebalance these portfolios to avoid paying capital gains taxes. Such hesitancy if often unwarranted. Consider an investor with an existing portfolio worth $100. The cost basis of the portfolio is $80. The portfolio consists of high cost mutual funds and ETFs, […]
July 2025 Update
July 3, 2025 – After a tumultuous few months, June of 2025 saw a strong rally which took global markets to (or close to) new highs. The rally was broad-based, with international and U.S. markets all up strongly. Leading the pack were emerging market stocks, followed by communications and technology. International stocks continued to do […]
QuantStreet Performance July 2025
6/30/2025 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks. The analysis starts on the launch date of each separately managed account strategy. Strategy Summary QuantStreet Strategy Start Date Risk Level Fee (bps) Balanced 8/16/2023 60/40 40 Core 12/1/2021 85/15 40 Aggressive 11/17/2022 95/5 40 All performance is shown […]
Monitoring Portfolio News Using AI
June 22, 2025 — One of the enduring challenges of portfolio management is the inability to follow all news flow relevant to portfolio positions. AI and cloud-based workflows are helping us overcome this problem. In my years trading on Wall Street, I was always bothered by the fact that, even with a small number of […]
June 2025 Update
June 1, 2025 – Amid a fair amount of market tumult, we wrote two months ago that the best course of action was to stay invested in roughly the same portfolios that we’ve had throughout, and let the market stabilize. This stabilization started in May as many of 2025’s laggards rallied, including, at long last, […]
QuantStreet Performance June 2025
5/31/2025 — The following analysis shows the performance of QuantStreet’s separately managed account strategies against benchmarks. The analysis starts on the launch date of each separately managed account strategy. Strategy Summary QuantStreet Strategy Start Date Risk Level Fee (bps) Balanced 8/16/2023 60/40 40 Core 12/1/2021 85/15 40 Aggressive 11/17/2022 95/5 40 All performance is shown […]
What’s Happening with the Dollar?
May 16, 2025 — Since the beginning of 2025, the dollar is down a little over 8% relative to a basket of foreign currencies. This represents a small bounce off its lows from mid-April (at which point the dollar was down over 10% from its January high). While the dollar has been weak all year, […]