Earnings: Quality Over Quantity; and Size Does Matter

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Selecting the most appropriate ETF can be a challenging proposition, especially in the unusual markets we are experiencing today.  At Toroso, we examine the underlying fundamentals and look for economic themes that indicate opportunities and pitfalls.  In today’s market we believe the rosy earnings picture is hiding a real problem from most investors.  The quality of the earnings can shine a light on how an investor can position the portfolio to minimize risks relating to the inflated earnings picture we see in today’s equity markets.

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