We create algorithmic trading strategies.
Are you a self-directed investor? Looking for more return and less risk? Hoping to do that with a minimal time commitment so trading doesn't take over your days and nights?You've come to the right place. Our algorithms integrate a broad range of asset categories -- from domestic and international stocks, to bonds, currencies, metals and more -- to create monthly trading strategies that optimize risk-adjusted returns.
And because our machines do the heavy lifting, you don't have to.- How do we manage risk? For starters, most of our models are ETF trading strategies. Exchange-traded funds, by their very nature (baskets of assets), reduce a good portion of the risk inherent in owning individual securities. What else do we do?
Filter For Strength. We employ relative strength (momentum) algorithms and moving average filters to identify strong assets -- and avoid the weak. And in two models, we add a risk-parity calculation to help equalize risk among non-correlated assets.
Safety Trigger. Each strategy includes a "flight-to-safety" trigger that moves the bulk of the portfolio into safer assets like bond funds, currency ETFs, or cash in the event of a significant market downturn.
In Sum, risk is reduced by consistently dumping or downsizing underperforming assets and focusing on winners. And sometimes, that winner is simply cash. What does a subscription buy?
Newsletters
Once a month, we send out trade signals in the form of an email newsletter. Each strategy has its own newsletter. Subscribers can then use those signals to trade their selected strategies in their own brokerage accounts.
For example, if you had been trading Bond Bulls and Five Stocks for April 2023, you would have sold the prior month's holdings, and then bought IGOV, JNK, and PCY (Bond Bulls) and AMD, INTC, META, MSFT and NVDA (Five Stocks) in the proportions indicated in the newsletters. Rinse and repeat next month.
Members Pages
The monthly newsletters are really all you need to implement the strategies. But for those who would like to dig a little deeper into the data or check progress daily, subscribers can access the models' exclusive Members Pages. Here you'll find a downloadable version of the most recent newsletter, total return charts dating back to the inception of the strategy, trade history tables, and more.
Allocation Calculator
Remembers those ETFs and stocks we needed to buy for April 2023? For subscribers, our Allocation Calculator makes short work of figuring out the exact dollar amount of each that we need to buy. Click, click, click, done.
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Our Five Primary Strategies...
See our Compare Strategies page for summaries, annual returns, risk metrics, and more.
Click for full description pageFive Stocks
(Dual Momentum Stock Picking)
BEAT the S&P 500
42.7% CAGR over 15+ years
Total Return = 23,694.0% since 2008
Click for full description pageThe White Knuckle
(Leverage, w/Treasury Hedge)
BEAT the S&P 500
33.3% CAGR over 12+ years
Total Return = 3,420.6% since 2011
Click for full description pageAmerican Muscle
(U.S. Equities, U.S. Bonds)
BEAT the S&P 500
20.7% CAGR over 15+ years
Total Return = 1,715.1% since 2008
Click for full description pageGlobal Trader
(International Plus Domestic)
BEAT the S&P 500
17.2% CAGR over 15+ years
Total Return = 1,050.6% since 2008
Click for full description pageBond Bulls
(Rotating Bonds w/Hedge)
BEAT the S&P 500
9.6% CAGR over 15+ years
Total Return = 311.0% since 2008- The benchmarks we use to gauge
strategy performance...
The S&P 500 Index
(via the popular ETF SPY)
9.3% CAGR over 15+ years
Total Return = 292.5% since 2008
U.S. Aggregate Bond Index
(via the popular ETF AGG)
2.6% CAGR over 15+ years
Total Return = 49.4% since 2008
Numbers as of 06/01/2023
CAGR = Compound Annual Growth Rate
Total Return includes reinvestment of dividends and distributions.
CAGR = Compound Annual Growth Rate
Total Return includes reinvestment of dividends and distributions.
Not for everyone.
Understand that these strategies are not for everyone. They're designed for the self-directed investor who appreciates that there is no 'get rich quick'. These are long-term, wealth-building strategies and need to be looked at as such.
In addition, one's risk tolerance needs to be taken into account. The risk profiles of Bond Bulls and White Knuckle are quite different, and the historical returns (9.7% vs. 33.0% CAGR) are commensurate with that risk.
Finally, investors need to have a brokerage account, at least some experience placing buy and sell orders, and the ability to carve out 30-45 minutes a month to place trades as per the newsletters.
In addition, one's risk tolerance needs to be taken into account. The risk profiles of Bond Bulls and White Knuckle are quite different, and the historical returns (9.7% vs. 33.0% CAGR) are commensurate with that risk.
Finally, investors need to have a brokerage account, at least some experience placing buy and sell orders, and the ability to carve out 30-45 minutes a month to place trades as per the newsletters.
What to do next?
So far, so good? Here are the next steps...
Look over the strategies. See if one or two (or three or four) of the models might be a match for your investing goals. Each strategy has its own detail page - see the main menu above, or one of the links below. Or jump to the Compare Strategies page to see a summary of all the models lined up in a row. |
Subscribe. The cost is $14.95 per month for one of our single strategies. That gets you the monthly newsletter with buy and sell signals, and access to the strategy's exclusive Members Page packed with additional data. Or, subscribe to a package of 3, 4 or 5 strategies. The latter, our MAX Pak, is priced at $24.95/mo. and includes the new Five Stocks strategy. Whether you choose a single strategy or a package plan, the first 2 months are free. See the full lineup on the Pricing Page. |
Kick back and relax. You've just tapped into some powerful algorithms. Let them do the heavy lifting. Your job? Watch for the monthly newsletters. They'll tell you what to buy for the upcoming month. And anytime you'd like more info, or you're curious as to what the strategies are thinking at the moment, you've got access to the Members Pages. Sweet. |
Frequently Asked Questions
What does it cost?
Three of the five strategies are available separately at $14.95 per month. For investors interested in more than one strategy, there are package plans to choose from. The MAX Pak ropes in everything - including the stock-picking model Five Stocks - and is priced at $24.95/month, a considerable savings over purchasing the plans separately.
See the complete breakdown on the Pricing Page.
See the complete breakdown on the Pricing Page.
What do I get?
Each subscriber receives a monthly email newsletter detailing the trade signals for that particular strategy. Newsletters will typically arrive prior to the opening bell on the first trading day of the month, most often earlier (i.e. the evening prior). For reference, all of the strategies execute their trades at the close of that first trading day each month.
Subscribers also gain access to the Members Page, offering up strategy details, an FAQ specific to that model, long-term and YTD charts, and a detailed trade history including a running monthly performance of the strategy.
Subscribers also gain access to the Members Page, offering up strategy details, an FAQ specific to that model, long-term and YTD charts, and a detailed trade history including a running monthly performance of the strategy.
How much money can I make?
If you're asking how much you can make trading stocks or ETFs in general, the answer is "no telling." If you're asking about our strategies specifically, the answer is "no telling." And I mean that sincerely. If you were hoping for an answer like, "a boatload," I could say that. But then I'd have to qualify that by adding you could also lose that boat.
What I'm offering is a window into strategies that have delivered strong past performances both in my own portfolios and in backtesting. But according to the first rule of investing, past performance is no guarantee of future results.
Before putting your hard-earned money to work in the stock market, you need to 1) be comfortable with the methodology behind any plan or strategy you look to employ, and 2) be fully aware of the risks involved in trading. If it's any consolation, I have my own funds at risk in these very strategies. And for what it's worth, I sleep very well at night.
If you're new to investing or to mechanical trading, I always advise caution. For example, employ a strategy in only a portion of your available investment portfolio. See how it performs over a period of time. You can always increase that proportion once you're comfortable with the mechanics and can see that it's meeting your expectations.
What I'm offering is a window into strategies that have delivered strong past performances both in my own portfolios and in backtesting. But according to the first rule of investing, past performance is no guarantee of future results.
Before putting your hard-earned money to work in the stock market, you need to 1) be comfortable with the methodology behind any plan or strategy you look to employ, and 2) be fully aware of the risks involved in trading. If it's any consolation, I have my own funds at risk in these very strategies. And for what it's worth, I sleep very well at night.
If you're new to investing or to mechanical trading, I always advise caution. For example, employ a strategy in only a portion of your available investment portfolio. See how it performs over a period of time. You can always increase that proportion once you're comfortable with the mechanics and can see that it's meeting your expectations.
Which strategy is the best?
That depends. Speaking generally of investment plans and strategies, it depends on an investor's comfort level with the assets in a particular strategy, tolerance for volatility, and time horizon. My highest producing ETF strategy (The White Knuckle) is also the most volatile. Meaning that the road to those high returns is frequently a white-knuckle roller coaster ride. Conversely, the strategy with the lowest volatility (smoothing out the coaster ride) also produces the lowest returns -- although still beating the S&P 500 by a good margin over time.
It also bears mentioning that not every month, not every year, is a stellar year for every strategy. So if an investor's time horizon is relatively short - 2 or 3 years - that investor might be well advised to stick with a strategy that has shown more consistent green on the screen than an investor who has ten years or more to work with.
So, which strategy is the best? For every investor it will be different. For me, I've spread my funds over all the strategies detailed within these pages.
It also bears mentioning that not every month, not every year, is a stellar year for every strategy. So if an investor's time horizon is relatively short - 2 or 3 years - that investor might be well advised to stick with a strategy that has shown more consistent green on the screen than an investor who has ten years or more to work with.
So, which strategy is the best? For every investor it will be different. For me, I've spread my funds over all the strategies detailed within these pages.
Which strategy will be the most diversified with highest long-term returns?
Hard to pick just one strategy to fit your parameters. I developed each strategy to fill a specific need. A side benefit: because each strategy uses a slightly different mechanism to identify market risks, and because each employs slightly different funds representing often different market sectors (although there is some overlap), there is beneficial diversification at work when employing two or more strategies.
Personally, I have all of them at work in various proportions. Bond Bulls gives me access to bond markets that the others don't. Global Trader gives me access to international markets. American Muscle breaks down the U.S. market into sectors. Five Stocks and the White Knuckle are designed to deliver the highest return over time - but they do so with high volatility and potentially large drawdowns, pretty much requiring them to be paired with one or more strategies that are inherently safer (like Bond Bulls).
All five subscription models hedge with Treasuries, and three of the four periodically employ currencies as part of their hedge.
You can read about the funds each strategy employs on their respective public pages. Subscribers can also see the returns that could have been generated over the past 12 to 15 years for different mixes of strategies by using the Returns Calculator (available in their account window).
In the end, the best answer to your question is probably a combination of two or more strategies. Which two (or more) is something each investor will have to decide for himself, as every investor will have a different tolerance for risk, and is in a different life situation.
[Tip: the MAX Pak gives you access to all the strategies at a significant discount. Link below]
Personally, I have all of them at work in various proportions. Bond Bulls gives me access to bond markets that the others don't. Global Trader gives me access to international markets. American Muscle breaks down the U.S. market into sectors. Five Stocks and the White Knuckle are designed to deliver the highest return over time - but they do so with high volatility and potentially large drawdowns, pretty much requiring them to be paired with one or more strategies that are inherently safer (like Bond Bulls).
All five subscription models hedge with Treasuries, and three of the four periodically employ currencies as part of their hedge.
You can read about the funds each strategy employs on their respective public pages. Subscribers can also see the returns that could have been generated over the past 12 to 15 years for different mixes of strategies by using the Returns Calculator (available in their account window).
In the end, the best answer to your question is probably a combination of two or more strategies. Which two (or more) is something each investor will have to decide for himself, as every investor will have a different tolerance for risk, and is in a different life situation.
[Tip: the MAX Pak gives you access to all the strategies at a significant discount. Link below]
Am I investing my money directly with you?
No. I'm not a broker, a hedge fund, or a money manager. I provide the trade alerts for my strategies via regularly scheduled email newsletters. Should you wish to take those trade alerts and act upon them, you will need to have an established brokerage account, be familiar with the mechanics of trading, and place those trades yourself (or with the assistance of a licensed broker).
Do you offer a guarantee?
No and no.
No, in that my services bill month-to-month and there is no refund for payments made, nor is there any 'guarantee' that you will be happy or satisfied with the service. That said, you can cancel at any time and no further charges will be incurred. And while I don't offer refunds or satisfaction guarantees for the service, individual investors using the service for the first time receive the first 2 months free of charge on all subscription plans. I feel that provides sufficient time to judge the value of the service, and see if it would be an appropriate addition to your investment plans.
And no, in that I can't guarantee that you will make money from information gleaned from my services. Remember the first law of investing: past performance is no guarantee of future results. So I can't guarantee how much money -- if any -- you'll make with any information I provide. As every fund manager, financial counselor, broker and prospectus will tell you, "you invest at your own risk."
No, in that my services bill month-to-month and there is no refund for payments made, nor is there any 'guarantee' that you will be happy or satisfied with the service. That said, you can cancel at any time and no further charges will be incurred. And while I don't offer refunds or satisfaction guarantees for the service, individual investors using the service for the first time receive the first 2 months free of charge on all subscription plans. I feel that provides sufficient time to judge the value of the service, and see if it would be an appropriate addition to your investment plans.
And no, in that I can't guarantee that you will make money from information gleaned from my services. Remember the first law of investing: past performance is no guarantee of future results. So I can't guarantee how much money -- if any -- you'll make with any information I provide. As every fund manager, financial counselor, broker and prospectus will tell you, "you invest at your own risk."
Do your strategies ever change?
Short answer: yes.
Each of the subscription models will periodically undergo modifications. These can be changes to the models' assets (the funds that are traded) or the parameters that dictate the trades. An ETF may be delisted by its provider and need to be replaced. A blend of funds may no longer provide the hedge they used to. I may see an opportunity to adjust the parameters to improve returns or lessen the risk of the strategy.
No strategy should be carved in stone; it should be allowed to evolve to meet new and changing market demands. The overarching goals remain: keeping performance levels as high as possible given the risk metrics.
Should a change in mechanical rules or composition of assets become necessary, backtested performance results may also need to be updated. I will announce any such changes on the Members Pages, and note the particulars. In addition, a log of performance data -- pre-modification -- is always available for reference.
Each of the subscription models will periodically undergo modifications. These can be changes to the models' assets (the funds that are traded) or the parameters that dictate the trades. An ETF may be delisted by its provider and need to be replaced. A blend of funds may no longer provide the hedge they used to. I may see an opportunity to adjust the parameters to improve returns or lessen the risk of the strategy.
No strategy should be carved in stone; it should be allowed to evolve to meet new and changing market demands. The overarching goals remain: keeping performance levels as high as possible given the risk metrics.
Should a change in mechanical rules or composition of assets become necessary, backtested performance results may also need to be updated. I will announce any such changes on the Members Pages, and note the particulars. In addition, a log of performance data -- pre-modification -- is always available for reference.
How long have the strategies been in place?
Four of the five subscription models went live to the public on Jan 1, 2019. I had been trading them for a year or two prior, and continue to trade each of the strategies in various proportions within my accounts. Five Stocks went live April 2, 2023.
By the way, most of the models have undergone one or two tweaks (modifications) since going live -- and will undergo tweaks in the future as conditions dictate (see question above).
By the way, most of the models have undergone one or two tweaks (modifications) since going live -- and will undergo tweaks in the future as conditions dictate (see question above).
What do I have to do to get started?
Look over the strategies and find one (or more) you'd like to follow. A good place to start is the Compare Strategies page. Find something you like, then jump over to the Pricing Page.
Once signed up, sit back and begin receiving your monthly newsletters with buy/sell signals. And anytime you want to dig a little deeper, you can access the Members Pages for the strategies you've selected.
Once signed up, sit back and begin receiving your monthly newsletters with buy/sell signals. And anytime you want to dig a little deeper, you can access the Members Pages for the strategies you've selected.
Trade like a machine, once a month. Then go live your life.