John Davi

@AstoriaAdvisors

Astoria Portfolio Advisors specializes in Cross Asset & Quantitatively driven investment management using ETFs. We serve as a SubAdvisor and OCIO.

New York, NY
Vrijeme pridruživanja: prosinac 2016.

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  1. Prikvačeni tweet
    3. sij

    Here is 10 ETFs for 2020. was skeptical on risk assets in '18, turned quite constructive in early Jan '19, and remain moderately constructive for '20 although our overweights have shifted.

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  2. prije 3 sata

    This chart summarizes the current bull market. Indiscriminate passive/systematic buying of US large cap stocks to excessive valuations. We know this will end badly. And when it does investors will regret not having a human/active overlay guiding them thru these markets.

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  3. proslijedio/la je Tweet

    Good news for ! Flows into mutual funds paying unusually high excess loads declined after the DOL proposed its fiduciary rule in 2015, and this shift was statistically significant.

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  4. 4. velj

    Earnings growth trends (light grey) vs. (dark blue)

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  5. 4. velj

    (dark blue) vs. (light grey) historical PE

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  6. 4. velj

    (dark blue) PE ratio is now under 13; it reached a high of 20 in Jan 2018. Investing is always risky (as it should) but feels like a good risk reward for long term strategic allocators to take advantage of the sell-off. chart via

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  8. 3. velj

    We have been vocal with our overweight to . As long term, strategic investors we continue to believe China is attractive. The is injecting $22 bln USD to combat the fears. It’s scary short term, but 2/3 years out, we think this is a blip on the screen.

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  9. proslijedio/la je Tweet

    AQR's estimate of a 60 / 40 stock / bond portfolio 10-year annualized return: 2.4%

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  10. 1. velj

    3 of my data vendors have announced price increases in the past week. Don’t listen to those economists who argue there’s no .

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  11. 1. velj

    still feels underpriced by markets in my view. has been creeping higher. Think the only reason why we haven’t sold off more is the relentless equity buying pointed out by and Make sure your portfolios include alts!

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  12. 30. sij

    The has signaled they are comfortable with being below their goal – a sign that the bar to hiking is quite high. Same trends are likely to persist ( bid, low, people crowd into junkier credits, growth/tech leads, struggles, etc)

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  13. proslijedio/la je Tweet

    5 Ways to Bring More Women Into Asset Management ⁦⁩ Thanks ⁦⁩ for reviewing our with a focus on the chapter! ⁦We hope to inspire to join our industry ⁦⁦⁦

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  14. 28. sij

    Don’t be afraid to be different. Be transparent Distribute content. Use risk models. That’s motto. Has worked well for us so far.

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  15. proslijedio/la je Tweet
    28. sij
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  16. proslijedio/la je Tweet

    2019 US market-cap weighted beta rocked! Factor premiums highlight why: --Beta paid a lot --expensive paid a lot --buy and hold paid a lot Meanwhile: --large paid a little --low momentum paid a little --low quality paid a little

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  17. 28. sij

    will be speaking at 1:50 pm today at along with Kim Arthur (Main Mgmt), Matthew Erickson (Polaris Greyston), and Caleb Silver (Investopedia). Topic: How to stand out in a world full of ETF models. Come check it out!

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  18. proslijedio/la je Tweet
    28. sij

    Was wonderful to catch up with yesterday during day 2 of . Can’t wait to see more colleagues today.

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  19. 28. sij
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  20. proslijedio/la je Tweet
    27. sij

    As ETFs continue to take over investing, this is what everyone is talking about

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  21. proslijedio/la je Tweet
    27. sij

    Nice catching up with at and hearing his views on at

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