The ETF Portfolio Strategist

Share this post

User's avatar
The ETF Portfolio Strategist
The ETF Portfolio Strategist: 17 Nov 2021

The ETF Portfolio Strategist: 17 Nov 2021

Fortis and Altus: Active Asset Allocation Strategies

James Picerno's avatar
James Picerno
Nov 17, 2021
∙ Paid

Share this post

User's avatar
The ETF Portfolio Strategist
The ETF Portfolio Strategist: 17 Nov 2021
Share

It’s time to check in on a pair of actively managed asset allocation strategies I introduced in September — Fortis (FORT) and Altus (ALTU). Echoing the previous update in October, the strategies are performing mostly in line with expectations. The more aggressive Altus is outperforming the benchmark (G.B16) while the more defensive Fortis, while underpe…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 James Picerno
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share