Summary
Investors are encouraged to consider simplicity as a key factor in achieving their financial goals, according to insights shared on the MedFavor Show. The discussion centers around three Cambria Exchange-Traded Funds (ETFs) designed to provide holistic, globally balanced portfolios. These funds—Cambria Global Asset Allocation ETF (GAA), Cambria Global Momentum ETF (GMOM), and Cambria Trinity ETF (TRTY)—aim to simplify the investment process by handling rebalancing and tax harvesting, allowing investors to focus on long-term growth.
The GAA ETF offers a diversified global portfolio that includes various asset classes, potentially yielding better returns than the traditional 60-40 stock-bond allocation, especially during periods of market volatility. The GMOM ETF takes a tactical approach, focusing on momentum and trend-following strategies to enhance risk-adjusted returns and avoid bear markets. Meanwhile, the TRTY ETF combines elements of both buy-and-hold and tactical trading strategies, catering to investors who may struggle with the psychological challenges of market downturns.
The conversation highlights the importance of diversification beyond U.S. stocks and bonds, suggesting that a global approach with additional asset classes can mitigate risks associated with concentrated investments. By leveraging low management fees and a strategic blend of investment philosophies, these ETFs aim to provide investors with a straightforward path to wealth accumulation while minimizing anxiety during market fluctuations.
Show Notes
In the latest podcast episode, I discuss three Cambria funds that each wrap a globally diversified portfolio into a single ETF: the Cambria Global Asset Allocation ETF (GAA), the Cambria Global Momentum ETF (GMOM), and the Cambria Trinity ETF (TRTY).
I share my perspective on why the traditional 60/40 portfolio may disappoint from today’s starting valuations and why going global and keeping fees low matters more than picking the “perfect” allocation. Then I walk through GAA, GMOM and TRTY.
Learn More:
Cambria Global Asset Allocation ETF (GAA): https://cambriafunds.com/gaa
Cambria Global Momentum ETF (GMOM): https://cambriafunds.com/gmom
Cambria Trinity ETF (TRTY): https://cambriafunds.com/trty
Global Asset Allocation (free book download): https://www.cambriainvestments.com/global-asset-
allocation-book/
Contact us at [email protected], 310-683-5500
TO DETERMINE IF THE FUND IS AN APPROPRIATE INVESTMENT FOR YOU, CAREFULLY CONSIDER THE FUND'S INVESTMENT OBJECTIVES, RISK FACTORS, CHARGES AND EXPENSES BEFORE INVESTING. THIS AND OTHER INFORMATION CAN BE FOUND IN THE FUND'S PROSPECTUS WHICH MAY BE OBTAINED BY CALLING 855-383-4636 (ETF INFO) OR VISITING OUR WEBSITE AT WWW.CAMBRIAFUNDS.COM. READ THE PROSPECTUS CAREFULLY BEFORE INVESTING OR SENDING MONEY.
The Cambria ETFs are distributed by ALPS Distributors Inc., 1290 Broadway, Suite 1000, Denver, CO 80203, which is not affiliated with Cambria Investment Management, LP, the Investment Adviser for the Fund.
Investing involves risk, including potential loss of capital.
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