One rebalance a month, an email if the weather turns, and nothing to read in between.
Guessing, chasing, and panic are the three ways investors lose.
Once a month we send where the model stands: the market regime, what it’s holding, and what changed. Rules-based, backtested to 2018, free to follow.
Free. One email a month. Unsubscribe whenever.
We won’t share your email. See our disclosures.
Backtested from 2018 to today, net of trading costs, against a 60/40 benchmark (iShares AOR).
Growth of $1 since 2018 — model in blue, 60/40 benchmark in grey. Shaded bands mark market regimes.
It kept 151% of the benchmark’s good months and took only 70% of the bad ones.
Backtested / hypothetical results, net of estimated costs; benchmark shown frictionless. Hypothetical performance has inherent limitations and does not reflect actual trading. Past and hypothetical performance does not guarantee future results. Educational only, not investment advice. See our disclosures.
The recap is the monthly summary. The app has the live model, the current regime, and a weekly update (free while it’s in beta).
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