E Book Studies

The following research studies are available to Advisors/PrudentTrader members, free of charge. Just send an email and the study of interest will be forwarded, usually within a few hours.

If you are not an PrudentTrader/Advisors member you may purchase the studies individually for $24.95 each. New advisor members will be forwarded these studies upon your registration;

ETF Asset Class Rotation with Asset Class Timing!

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This study looks at what happens if you diversify across asset classes and utilize timing per asset class and not a major market average.

The asset classes utilized: U.S. Equities, Developed Non-U.S. equities, Emerging markets, Real Estate, Commodities, and Precious Metals.

One of the very interesting findings of this study is that asset classes took their turns.

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I have placed the top performing asset class each year in a box and colored the text green. Notice that in any given year any given asset class can out perform.

The results are also compared with more traditional asset allocation by capitalization.







This study iScreen Shot 2014-10-20 at 3.20.41 PMs similar in scope to the ETF Asset Allocation study above. I have been publishing this data for members for years and the performance has been exemplary yielding a compounded annual rate of return of 12% to 15% with no market timing. Depending upon the number of funds held, i.e. 2, 4, or more.

As an example here is the performance, no market timing, just maintaining positions in the top 2 rated funds for the last 25 years.

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