Lee joined Morningstar in 2008 as a data analyst, where he evaluated ways to measure and improve the firm's data quality.
Lee holds a bachelor's degree in economics, with honors, from Grinnell College.
Morningstar ETFInvestor features two real-money portfolios.
The ETF Income Portfolio assembles a high-quality collection of income-generating ETFs with the goal of earning 5% in excess of the 30-day T-bill rate over a full business cycle. The portfolio adheres to a benchmark-agnostic strategy in its search for absolute returns.
The ETF Global Asset Allocation Portfolio, on the other hand, is more benchmark sensitive. It seeks undervalued asset classes with improving fundamentals. The strategy seeks to beat the 60/40 MSCI ACWI/Barclays US Aggregate benchmark over a full business cycle, with the least risk possible.
The latest trades, allocations and performance data for our quantitative model portfolios are now available for download.
The following strategies conducted trades at yesterday's closing market prices:
Yield-Seeking Sector Momentum Style Momentum