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Investment Models

Our proprietary investment models provide rules-based recommendations on where and how to achieve the best risk-adjusted returns. We’ve developed a variety of models to suit the needs of varying investors, risk tolerances, and investment goals. Our models represent a cutting-edge shift in investment philosophy and deliver remarkable performance when compared to traditional investment approaches.

Curious which model is best for you? Find out here!

Click on one of the models below for a complete description of the investment approach, an analysis of back-tested performance and risk considerations. Current model recommendations and rankings are available with a premium subscription.

Asset Rotation Model (ARM)

Asset Rotation Model (ARM)

The ARM selects between stocks, bonds, and cash to keep you on the right side of any market.

Sector Rotation Model (SRM)

Sector Rotation Model (SRM)

The SRM utilizes nine sector funds to keep you in the top performing sector of the market.

401(k) Allocation Model (401)

401(k) Allocation Model (401)

The 401 Model provides 401(k) investors with recommended allocations that change dynamically based on market conditions.

TSP Allocation Model (TSP)

TSP Allocation Model (TSP)

The TSP Model provides Thrift Savings Plan (TSP) investors with recommended allocations that change dynamically based on market conditions.

Gold Rotation Model (GRM)

Gold Rotation Model (GRM)

The GRM provides recommendations on when to own gold.

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