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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, also 401k, IRA or other pension or saving plans.



Our Approach

Live performance of our Strategies from December 31 2015 to today


Our strategy portfolio

We develop intelligent, rule-based portfolio strategies for investors


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Our Strategies

Strategy   Links  CAGR MaxDD Sharpe Instruments Frequency
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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