Our Offer (Strategies for 401k, IRA, Retirement & Saving Accounts)

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 Solid and high performing strategies for 401k, IRA or other retirement or saving plans.

 

 

Our Approach

Live performance of our Strategies from December 30 2016 to today



Our strategy portfolio

We develop intelligent, rule-based portfolio strategies for investors

Description:

Risk Score: ?

Performance:
3 Months12 MonthsInception
Return
CAGR
Volatility (ann.)
DrawDown
Sharpe Ratio
Growth of equity:

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Our Strategies

Strategy Links CAGRMaxDDSharpeInstrumentsFrequency
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 Subscribe12.6%10.9%1.44S&P500 vs TreasuriesMonthly
NASDAQ 100 Meta StrategyA growth oriented strategy that intelligently picks the best NASDAQ 100 stock combinations. Details PDF Subscribe44.5%17.5%1.91NASDAQ 100 StocksMonthly
Bond Rotation (Sleep Well)Collect bond dividends while pursuing growth by shifting between bond sectors with low volatility. Details PDF Subscribe9.2%8.5%:1.48Major Bond Sectors ETFsMonthly
Gold Currency Strategy Invest in Gold using institutional level currency hedges.Details PDF Subscribe16.8%13.8%1.34Gold ETF, Currency ETfsMonthly
The Top 4 World Country strategyInvest in countries around the world using adjusted momentum and variable risk protection.Details PDF Subscribe11.6%16.5%0.90 50 Global Country ETFsMonthly
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 Subscribe19.8%23.6%1.01Global Regions Equity ETFsMonthly
Maximum YieldUse this advanced strategy to benefit from volatility harvesting. The strategy balances inverse VIX positions with a variable, semi-monthly Treasury allocation.Details PDF Subscribe41.7%20.6% 1.69Inverse 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 Subscribe10.1%10.2%1.36S&P500, Treasuries, EM Debt, Convertibles, Gold, TIPSMonthly
Global Sector Rotation Low Volatility Gain global exposure by using an international sector-rotation strategy that uses low volatility ETFs.Details PDF Subscribe15.26%9.66%1.36 27 Global Sector ETFsMonthly

 

 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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