AthenaInvest applies behavioral finance to build innovative investment solutions.LEARN HOW
Investors, economists and the media spend an enormous amount of time and energy trying to forecast the economy. The idea is that forecasting economic growth will give us an idea of where the stock market is headed. Surprisingly, no predictive relationship exists between current economic conditions and the current stock market.
With the recent market decline, increased volatility and the deafening media noise, it can be easy to lose track of the basics. Remember, recent activity doesn’t tell us much about market returns.
The surging US economy and stock market have left international markets behind, with the S&P 500 Index beating the MSCI EAFE Index1 by 7.1% per year for 11 years. But US equities don’t always outperform the rest of the world, and the potential of international equity returns shouldn’t be overlooked. Currently, most investors are under-allocated to international equities and now might be a good time to invest more overseas.
There is mounting concern about geopolitics, interest rates, the economy and the length of the current market expansion. A long-term view can help to put things in perspective and perhaps relieve some anxiety.
Most investors end up with over-diversified portfolios that are costly and deliver poor performance. The typical asset allocation model and subsequent investment in a group of diversified funds often results in a portfolio of “Global Mush” with literally thousands of tiny positions.
ETF managed portfolio designed to invest in the right market at the right time.
Concentrated equity portfolio managed with a unique combination of traditional value and behavioral approaches.
“Best of Athena” diversified equity portfolio managed with a unique behavioral investment approach.
High-dividend equity portfolio managed with a unique behavioral approach.
AthenaInvest Advisors LLC5340 South Quebec Street, Suite 365-NGreenwood Village, CO 80111
Phone: (877) 430-5675Fax: (303) 721-6294Email: firstname.lastname@example.org