September 2023 Update
September 4, 2023 — As the summer winds down and kids get ready to go back to school (and as the U.S. men and women are having great collective runs at the U.S. Open), we at QuantStreet are busy at work refining our analytics and positioning our clients’ portfolios for the month ahead. August was […]
Tax-Loss Harvesting: A Primer
July 31, 2023 — This is our white paper on tax-loss harvesting: download paper. (Photo by L.D.I.A on Unsplash)
July 2023 Update
July 6, 2023 — June was a strong month for QuantStreet, continuing our outperformance relative to a number of asset allocation benchmarks since launch.[1] In June, we were overweight US and technology stocks, with an allocation to international, non-US-dollar high quality bonds. We largely maintain this allocation for July, as we discuss further below. New […]
June 2023 Portfolio Update
June 3, 2023 — May was a good month for QuantStreet, continuing our outperformance relative to a number of asset allocation benchmarks since launch.1 We wrote in our last investor letter that because of “revolutionary changes that AI will bring to the economy . . . tech stocks — not credit sensitive, no real estate exposure, […]