Wondering if any of the core portfolios will allocate to some of the value areas of the market besides just DIA.For instance, Financials, Energy, Small & Mid Caps have been catching a bid. Since the dollar is likely to fall through support, this will likely be bullish for equities. What come to mind is the lost decade, during this time small and mid caps did very well. does logical invest allocate accordingly? thank you in advance.
Interesting ideas Midnight122! For better or worse we run by quant strategies and rules, so the actual models dictate allocations. However we do evaluate markets and our own opinions do ’tilt’ how strategies are build and to what sectors (like small caps) we expose them to. We ‘ll keep this in mind.