Rules-Based ETF Trading Strategies
Comparing The Models
There's always a bull market somewhere. Whether you're into bonds, want a little international exposure, or focused squarely on the U.S. equity market, the asset class rotation strategies below will help you find it.
  
NOTE: Asset allocations are one month behind. Subscribe for current month.
Bond Bulls
(Rotating Bonds w/Hedge)
BEAT the S&P 500 10.9% CAGR over 14+ years Volatility: 7.7% Max DD: -17.7% The Bond Bulls Strategy splits its portfolio into 80/20. The 80% invests in 1-2 bond ETFs. The 20% is a hedge and consists of a single fund from the likes of currencies, metals, mortgage-backed securities, and utilities. Rebalancing is monthly.
This is my "safest" strategy, the one with the lowest volatility and the least max drawdown of the 4 offered. While returns are more modest, it still beat the S&P 500 over a 14-year backtest. For those who wish to beat the street and sleep well at night regardless of market conditions, this makes an excellent core strategy. See full description> You're getting...
MONTHLY NEWSLETTER providing asset allocations for the upcoming month. Delivered via email before the market opens on the first trading day of the month.
PRIVATE MEMBERS PAGE with Q&As, charts, complete trade history, and current month performance updated daily.
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NOTE: Asset allocations are one month behind. Subscribe for current month.
Global Trader
(International Plus Domestic)
BEAT the S&P 500 18.4% CAGR over 14+ years Volatility: 15.6% Max DD: -22.2% The Global Trader Strategy splits its portfolio into 50/50. The first half invests in a single international or domestic equity ETF, rebalancing quarterly. In the event of a global downturn, it reverts to a safe harbor bond fund.
The balance is a diverse hedge that rebalances monthly. Tapping both international broad-market and sector funds, Global Trader provides the broadest geographic diversification of the models. An excellent addition for the investor who wants to add international exposure - but only when outperforming the domestic U.S. market. See full description> You're getting...
MONTHLY NEWSLETTER providing asset allocations for the upcoming month. Delivered via email before the market opens on the first trading day of the month.
PRIVATE MEMBERS PAGE with Q&As, charts, complete trade history, and current month performance updated daily.
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NOTE: Asset allocations are one month behind. Subscribe for current month.
American Muscle
(U.S. Equities, U.S. Bonds)
BEAT the S&P 500 19.6% CAGR over 14+ years Volatility: 14.0% Max DD: -17.9% The American Muscle Strategy is split 40/60. The 40% invests in QQQ and TLT according to a risk-parity calculation. The 60% toggles between select equity assets and bond funds -- depending on market sentiment.
With a GDP of over $19 trillion dollars, the U.S. economy is the arguably the envy of the world. The American Muscle taps the best of that economic engine each month. Subscribers have access to a variation of the strategy, one without a stock component (further lowering risk metrics). Either way, this is a top-producing model with a reasonable risk/reward ratio. See full description> You're getting...
MONTHLY NEWSLETTER providing asset allocations for the upcoming month. Delivered via email before the market opens on the first trading day of the month.
PRIVATE MEMBERS PAGE with Q&As, charts, complete trade history, and current month performance updated daily.
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NOTE: Asset allocations are one month behind. Subscribe for current month.
The White Knuckle
(Leverage, Carefully)
BEAT the S&P 500 36.2% CAGR over 11+ years Volatility: 21.5% Max DD: -33.7% The White Knuckle Strategy is my most aggressive ETF model, trading 3x leveraged ETFs. I've mitigated some of that aggression by utilizing the technique called risk-parity.
In addition, a currency hedge inserted at strategic times further calms the waters. That said, with a volatility of more than 21%, it can be a wild ride. For that reason, I don't advocate the strategy taking up more than 5-15% of your portfolio. However, it does combine well with more conservative models, such as Bond Bulls, to form a more balanced portfolio. See full description> You're getting...
MONTHLY NEWSLETTER providing asset allocations for the upcoming month. Delivered via email before the market opens on the first trading day of the month.
PRIVATE MEMBERS PAGE with Q&As, charts, complete trade history, and current month performance updated daily.
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All subscriptions include the first TWO MONTHS FREE for 1st-time subscribers.
Interested in more than one strategy?
Our Package Savings Plan gives you all four strategies...
for half the price.
for half the price.
Package Savings Plan for...
First-Time Subscribers
For individual investors.
Subscription includes the first 2 months FREE for 1st-time subscribers. /// I have read & agreed to the Terms of Use I have read & understand the Disclaimer IMPORTANT: After paying, be sure to click
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Interested in more that one strategy? How about all four in one convenient plan. The cost is $14.95 per month, a savings of more than 50% compared to buying subscriptions separately. That works out to less than $3.75 per strategy.
Your subscription includes monthly newsletters and access to the Members Page for each of the four strategies: Bond Bulls, Global Trader, American Muscle, and The White Knuckle. This is limited-time pricing. But subscribers today, who remain subscribers, will be grandfathered in when prices increase. Trade like a machine, once a month. Then go live your life. |
Returning Subscribers
For individual investors.
Begins billing immediately. Sorry, no free months for returning subscribers. /// I have read & agreed to the Terms of Use I have read & understand the Disclaimer IMPORTANT: After paying, be sure to click
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If you've been with us before and would like to subscribe again, welcome back. Sign up here for access to all four strategies: Bond Bulls, Global Trader, American Muscle, and The White Knuckle.
The cost is $14.95 per month, same as first-time subscribers, only no free months. At a savings of more than 50% compared to buying subscriptions separately, that works out to less than $3.75 per strategy. This is limited-time pricing. But subscribers today, who remain subscribers, will be grandfathered in when prices increase. Trade like a machine, once a month. Then go live your life. |
Professional and Institutional Subscribers
For Financial Advisors and Professional Money Managers.
Subscription begins billing immediately.
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Subscription begins billing immediately.
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From $149.50/month. Use any of our four models, alone or in combination, to advise and manage your customer accounts. Two pricing plans depending on assets under management. Includes the use of our Returns Calculator and Allocation spreadsheets, making quick work of allocating assets to meet client financial objectives.
Assets Under $10M - all 4 strategies
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Assets Over $10M - all 4 strategies
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For the individual investor, my service comes with an unconditional 60-day free trial for first-time subscribers. If you are not completely satisfied for any reason in the first 2 months, simply unsubscribe and owe nothing. Two months should give you a chance to receive a couple of newsletters with trade alerts, and fully explore the Members Pages for your selected strategies.
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Once the 60-day free trial period is over, monthly billing will begin. You can cancel at any time by simply unsubscribing, or sending a cancellation request via the Contact Us page. Upon notification of cancellation, Trendline Profits will immediately stop charging your credit card and no additional charges will occur. Your subscription will remain active until the end of the period already paid for, unless your cancellation is within the 60-day free trial period. In that case, your subscription and all member access will end immediately. For more information, read the Terms of Use.
For the individual investor, my service comes with an unconditional 60-day free trial for first-time subscribers. If you are not completely satisfied for any reason in the first 2 months, simply unsubscribe and owe nothing. Two months should give you a chance to receive a couple of newsletters with trade alerts, and fully explore the Members Pages for your selected strategies.
And I make it easy to unsubscribe. To see how, visit the Contact Us page.
Once the 60-day free trial period is over, monthly billing will begin. You can cancel at any time by simply unsubscribing, or sending a cancellation request via the Contact Us page. Upon notification of cancellation, Trendline Profits will immediately stop charging your credit card and no additional charges will occur. Your subscription will remain active until the end of the period already paid for, unless your cancellation is within the 60-day free trial period. In that case, your subscription and all member access will end immediately. For more information, read the Terms of Use.