UITs

Oct 31, 2008 2:48 pm

Has anyone used UITs for a large portion of the equity portfolio? I saw a way to combine some individual strategies into an asset allocation type model that produced some very good results going back to at least 1991(I know not that far, but still 7 years further than most mutual funds).



I also notice the stocks were pick based on a quant theory instead of an emotional mutual fund manager trying to make up for his disaster last year.



Again wondering if anyone uses these for over 65% of the equity portfolio…?