KFA Mount Lucas Index Strategy ETF

KMLM aims to track an index of long and short managed futures, based on a trend following methodology. The fund allocates to commodity, currency and global fixed income futures based on relative historical volatility.

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A hot inflation report has sent bond yields soaring as the bond market prices out yet another Fed rate cut. The market is now priced for the first cut in September and just three in the next year. The US economy is still accelerating, with GDP growth estimates being raised for Q1 and Q2.

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Building the right portfolio for your needs is essential to achieving your goals. With a great portfolio strategy, you can become confident in achieving your dreams. This article highlights the ZEUS portfolio strategy, which focuses on a time-tested, recession-optimized asset allocation that delivers the best total returns per unit of negative volatility. 33% ETFs, 33% hedges, and 33% individual stocks enhance a diversified and balanced mix of growth, yield, and value and are wrapped within the highest quality company wrappers.

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After a sturdy run so far this year, Wall Street started to waver in mid-March, following the release of hot U.S. inflation data and the rise in bond yields.

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KMLM: A Good Managed Futures Option For Diversification

This year continues to follow in the footsteps of 2023, marked by increased investor optimism but ongoing uncertainty. For now, much remains unknown, and a higher January inflation print only proves the challenges that still lie ahead.

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Once again, it's time to take a closer look at an ETF hitting its three-year milestone. Traditionally, that marks the moment when an ETF receives new attention and access to certain brokers.

Managed Futures ETF KMLM Hits 3-Year Mark

KMLM is an ETF that follows a systematic trend-following, volatility-weighted futures strategy in commodities, currencies, and fixed income. The ETF has made changes in its exposures and positions this month, including reducing short exposure to currencies by 25% and raising net commodity exposure to 9%. KMLM is still fully short bonds despite the Fed, ECB, and BOE all hinting at or calling out "peak rates."

KMLM: December Futures Rolled Out, Analyzing The Changes

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Market volatility and ongoing investor uncertainty were hallmarks for much of the year. In an environment of elevated inflation and interest rates, advisors and investors increasingly turned to alternatives to diversify their portfolios.

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The KFA Mount Lucas Managed Futures Index Strategy ETF is my preferred low-cost way to access managed futures strategies. Although WTMF has outperformed KMLM in the short run, the drawback is it is positively correlated to markets, which reduces its diversification benefits. Compared to DBMF, KMLM does not suffer from lagged response and over-concentration in a few key instruments.

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Amina, the most incredible woman I've ever met, just sold her real estate business for $20 million after taxes. She's 47 and looking to become a professional philanthropist. She wants to harness the power of dividend stocks to create a perpetual charitable portfolio to donate millions each year and eventually billions to save lives. Here's how I created a high-yield dividend growth portfolio for her, capable of 15% annual returns for this real-life black panther-like superhero.

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Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

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My family has been rocked by an unrelenting string of medical and life crises. Fortunately, my family's charity hedge fund is saving us from bankruptcy and despair. I've updated my family's ZEUS Income Growth fund plan to include my best ideas right now. In other words, if I had $2.5 million in cash, this is what I'd buy. This portfolio yields 4.2%, has 13.7% long-term return potential, better than the Nasdaq, and analysts expect it to potentially quadruple over the next decade.

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Looking for a managed futures ETF? Managed futures strategies appeal to investors looking for total return, with such funds becoming increasingly popular in recent years.

Managed Futures ETF KMLM Eyes Key Buy Signal

Trend following (managed futures) performs well in the long run, with less risk, and offers crisis alpha during equity downturns. The KFA Mount Lucas Index Strategy ETF tracks the Mount Lucas Index and provides diversification benefits thanks to its low correlation to other asset classes. KMLM has performed well since its inception in 2022, outperforming the S&P 500 while offering lower risk and drawdowns.

KMLM: Meeting All The High Expectations

In an environment of pronounced volatility and less-than-certain equity and bond performance in the last few years, investors are leaning toward more complex strategies such as alternatives. Managed futures are one such strategy, equally complex and alluring for the strong diversification they can bring to portfolios.

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Even in this overvalued and irrational market, you can build dream portfolios for virtually any goal. Here are the best high-yield monthly paying blue chips you can safely buy today, regardless of what happens next with the economy or market. They yield a very safe 5.6%, are 24% undervalued, and offer 11.2% long-term return potential, similar to the returns of the last 16 years.

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In a blow to equities and the outlook for another Fed interest rate hike, June's private sector jobs doubled expectations. Major equity indexes dropped, and the 2-year Treasury soared to highs not seen since 2007.

KMLM Climbs on Fed Rate Hike Fears This Month

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The NY Fed estimates a 68% recession probability within the next 12 months, the highest risk in 42 years. Dividend aristocrats can provide a relatively safe investment option during a recession, with a history of raising dividends through economic downturns and much lower volatility. A diversified high-yield portfolio of dividend aristocrats can offer market-like returns with lower volatility and higher yield.

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The debt ceiling crisis and the 2023 recession have created one of the craziest markets I and many investors have ever seen. Bond yields are trading like crypto, and no one knows what interest rates or stocks will do next.

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Advisors and investors continue to demonstrate clear preference for one managed futures ETF this year when many funds underperform. The KFA Mount Lucas Index Strategy ETF (KMLM) remains a favorite within the category, both in the last four weeks and year-to-date.

The Only Managed Futures ETF With Positive Flows in 2023

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The debt ceiling crisis is coming down to the wire. We're possibly already out of time to prevent default and just don't know it. UBS estimates a short default could create a 20% bear market and a one-month default could lead to a 44% crash.

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The economic data is getting worse at an accelerating rate. It now appears a 1.7% GDP recession lasting nine months could start in 5 weeks. The eerie calm of the market is 100% driven by an AI bubble in the biggest tech stocks. A bubble that could end as soon as next Wed.

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As fears of a looming recession in the United States persist, investors may be gainful if they turn to defensive stocks and value investing.

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News for KFA Mount Lucas Index Strategy ETF ETF (KMLM)