Many have 401k that have limited fund selections that don't align directly with your etfs. Maybe a more directional advise across the segments would help. 25% international, 20% commodities, 30% us equities small cap, 25 gold as a example.
That’s a good point, particularly for 401(k)s where the available fund selection can be quite limited. I think the best way for me to handle this is to give the underlying exposure alongside the ETF, so investors can identify the closest equivalent available within their own plan.
The allocations themselves change with the monthly signals, so I wouldn’t want to give a fixed percentage split that might be misleading, but I can definitely make the asset exposures clearer in future updates. Thanks for the suggestion David.
Many have 401k that have limited fund selections that don't align directly with your etfs. Maybe a more directional advise across the segments would help. 25% international, 20% commodities, 30% us equities small cap, 25 gold as a example.
That’s a good point, particularly for 401(k)s where the available fund selection can be quite limited. I think the best way for me to handle this is to give the underlying exposure alongside the ETF, so investors can identify the closest equivalent available within their own plan.
The allocations themselves change with the monthly signals, so I wouldn’t want to give a fixed percentage split that might be misleading, but I can definitely make the asset exposures clearer in future updates. Thanks for the suggestion David.