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Gregory Skidmore
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Greg Skidmore is the Founder, President, and Chief Investment Officer of Belpointe Asset Management. In 1997, Greg began training for the Olympics in sailing. He ultimately became the top ranked American in the world in the Finn Class and a member of the US Sailing Team. After his Olympic... More
My company:
Belpointe Asset Management
My blog:
Belpointe Commentary
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  • This 10 Year Asset Class Matrix Will Diversify Your Portfolio
    10 Year Asset Class Martix - 2010I have created an asset class performance matrix that takes a look at 17 different asset classes and how they have performed over the last 10 years. I have found that presenting the asset classes this way helps me to visually identify trends and opportunities. It also makes clear how a well diversified portfolio could have produced positive returns over the last 10 years.

    Download the Matrix - Click here to download, view or print
    When you open the martix you will see that the green shows the asset classes that were positive in a given year, while red shows the asset classes that were negative.

    Capture the Asset Classes with ETFs
    The following guide may help you capture the various asset classes within the matrix. Some of the ETFs have very low trading volumes, but they all have underlying holdings with plenty of liquidity. If you do not have experience trading low volume ETFs you may want to take a look at my SeekingAlpha article: Trading Tips for Low Volume ETFs

     Asset Class US NON-US EM GLOBAL
     Equities  (VTI)  (VEU)  (VWO)  (VT)
    Gov't Debt   (ITE)  (BWX)  (EMB)  
    TIPS  (TIP)  (WIP)    
    Corp Debt (LQD) (PICB)    
    Muni Debt (MUB)      
     Real Estate (RWR) (RWX)   (RWO)
     Commodities       (GSG)
     Gold       (GLD)
    Hedge Funds      (MCRO) (QAI)



    Disclosure: Belray Asset Management is long: VTI, VEU, VWO, VT, BWX, TIP, EMB, LQD, RWR, RWX, RWO, GSG, GLD, MCRO, QAI
    Tags: VTI, VEU, VWO, VT, BWX, ITE, EMB, TIP, WIP, LQD, PICB, MUB, RWR, RWX, RWO, GSG, GLD, MCRO, QAI, Portfolio-Building with ETFs, Style Strategy, Developed Market ETFs, Emerging Market ETFs, Bond ETFs
    Aug 16 6:45 PM | Link | Comment!
  • The Press is Missing Bill Gross's Message
    Yesterday my dad and I were discussing Bill Gross, Founder of PIMCO (manager of the largest mutual fund) and the recent press reports that he is calling for a deflationary environment.
     
    While it is true that he sees deflation as one of four possibilities, his interview with CNN Money has not been reported accurately. I suggest you read the article yourself and take note of the following:
     
    PIMCO launched Equity Funds
    PIMCO, a Bond manager founded in 1971 who has benefited from the 40 year fall in interest rates and the related out-sized fixed income returns, has launched its first all equity strategy. Stocks have typically done well during periods of inflation, certainly better than bonds, so it seems that PIMCO is positioning its business to benefit from inflation. 
     
    The struggle between inflation and deflation will be ongoing and uncertain as our economy de-leverages. PIMCO's action of further diversifying its business is more telling than its investment outlooks and offers a lesson to us all. Right now it is very important to own a well diversified portfolio with assets that will benefit from either inflation or deflation. Below is list of assets that I feel will do well in the corresponding environment.
     
    Inflationary Environment 
    1) Stocks: (SPY)(VTI)
    2) Foreign Investments: (EFA)(VEU)(EEM)(VWO)(BWX)(EMB)
    3) Real Assets: (GLD)(RWR)(VNQ)(RWX)(GRES)(CUT)(GDX)(XME)
    4) Treasury Inflation Protected Securities: (TIP)
     
    Deflationary Environment
    1) Cash: (MINT)(BIL)
    2) US Treasuries: (IEI)(IEF)(TLH)
    3) High Dividend Stocks: (DTD)(DHS)(VIG)(DVY)
    4) Hedging Equities: (using option strategies)


    Disclosure: Belray Asset Management is currently long the following positions: SPY, VTI, EFA, VEU, EEM, VWO, GLD, GRES, RWR, VNQ, RWX, CUT, GDX, DTD, DHS, DVY, TIP
    Tags: SPY, VTI, EFA, VEU, EEM, VWO, BWX, EMB, RWR, VNQ, RWX, GRES, CUT, GLD, GDX, XME, TIP, MINT, BIL, IEI, IEF, TLH, DTD, DHS, VIG, DVY, Inflation, Deflation, Dividends
    Aug 04 12:35 PM | Link | Comment!
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