▲ 9 r/CFP
Managed Futures in retiree portfolios
I've always been a pretty vanilla stock & bond fund / factor investing type of advisor. But with bonds being more correlated to equities recently, I have started looking more into managed futures as a diversifier, especially for retirees.
The historical returns during market crashes are compelling but want to make sure I am understanding pros and cons. So a few questions for you all:
- Do you use managed futures in client portfolios? Why or why not?
- If so, what % allocation is your baseline?
- What funds and why? (KMLM, DBMF, CTA seem to be the popular ETFs, would like to hear who's using these)
- And most importantly, how receptive to this are clients and prospects?
I've also looked at Return Stacking which sounds interesting but their ETFs have as short track record so not sure I'm ready to jump into those, but open to experiences there too.
u/Obvious-Plan-1851 — 1 day ago