Remove uncertainty about your investment strategy decisions and get superior returns with greater safety. Our quantitative portfolio strategies are delivered as a few simple ETF trades per year that you easily place in your own brokerage accounts.ETF & Mutual Fund Rotation, Investment and Trading Strategies for Retail and Institutional Investors & Traders
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|Universal Investment Strategy||Create a smart Equity/Bond portfolio. Unlike classic equity/bond allocations, the model uses variable weights and can adapt to current conditions.||Details PDF Subscribe||12.6%||10.9%||1.44||S&P500 vs Treasuries||Monthly|
|NASDAQ 100 Meta Strategy||A growth oriented strategy that intelligently picks the best NASDAQ 100 stock combinations.||Details PDF Subscribe||44.5%||17.5%||1.91||NASDAQ 100 Stocks||Monthly|
|Bond Rotation (Sleep Well)||Collect bond dividends while pursuing growth by shifting between bond sectors with low volatility.||Details PDF Subscribe||9.2%||8.5%:||1.48||Major Bond Sectors ETFs||Monthly|
|Gold Currency Strategy||Invest in Gold using institutional level currency hedges.||Details PDF Subscribe||16.8%||13.8%||1.34||Gold ETF, Currency ETfs||Monthly|
|The Top 4 World Country strategy||Invest in countries around the world using adjusted momentum and variable risk protection.||Details PDF Subscribe||11.6%||16.5%||0.90||50 Global Country ETFs||Monthly|
|Global Market Rotation||Use this Global rotational momentum strategy to pick the best risk-adjusted performers out of a list of core international ETFs.||Details PDF Subscribe||19.8%||23.6%||1.01||Global Regions Equity ETFs||Monthly|
|Maximum Yield||Use this advanced strategy to benefit from volatility harvesting. The strategy balances inverse VIX positions with a variable, semi-monthly Treasury allocation.||Details PDF Subscribe||41.7%||20.6%||1.69||Inverse VIX ETFs, Treasuries,||Twice a Month|
|The BUG (LI Permanent Portfolio)||Use this conservative strategy for consistent growth and low risk in most economic environments.||Details PDF Subscribe||10.1%||10.2%||1.36||S&P500, Treasuries, EM Debt, Convertibles, Gold, TIPS||Monthly|
|Global Sector Rotation Low Volatility||Gain global exposure by using an international sector-rotation strategy that uses low volatility ETFs.||Details PDF Subscribe||15.26%||9.66%||1.36||27 Global Sector ETFs||Monthly|
CAGR: Compound Annual Growth Rate. MaxDD: strategy maximum peak-to-trough decline. Sharpe: measure of risk-adjusted performance. All statistics are for the past 5 years and incorporate backtested as well as out-of-sample results. See our charts for details. BUG statistics refer to the original leveraged version. Last update Jan 2016.
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ETF & Mutual Fund Rotation, Investment and Trading Strategies for Retail & Institutional Investors. How to maximize your IRA, 401k retirement plan or savings