It’s that time of year when the Team at Cumberland Advisors provide their Q4 Reviews. We may discuss what we favor, cash positions, warning signs, and what we see as opportunities. Read to learn more about the thinking behind our positioning of portfolios and how we execute strategies.
Reviews cover the strategies that follow.
US ETF/Markets by David R. Kotok, Chairman of the Board & Chief Investment Officer:
Market Volatility by Leo Chen, Ph.D., Portfolio Manager & Quantitative Strategist:
International ETF by Matthew C. McAleer – Executive Vice President & Director of Equity Strategies:
Taxable Fixed Income by Dan Himelberger, Portfolio Manager & Fixed Income Analyst:
Puerto Rico by Shaun Burgess, Portfolio Manager & Fixed Income Analyst:
Tactical Trend by Matthew C. McAleer – Executive Vice President & Director of Equity Strategies:
Tax-Free Muni by John R. Mousseau, CFA – President, Chief Executive Officer & Director of Fixed Income:
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