Model Portfolios

Timing is Everything

As fate would have it, our original Momentum Portfolio was founded in September 1999 - only months before the onset of a major bear market. By maneuvering around the bear market minefield, however, our Momentum Portfolio kept equity drawdowns to a minimum and even profited from select positions that bucked the general market downtrend.

On January 1, 2007 we decided to restructure our Momentum Portfolio. We now offer dedicated Momentum Portfolio strategies for ProFunds, Rydex and ETF investors. Investing directly with ProFunds and Rydex instead of through a broker eliminates transaction fees and allows for a later trading cut-off time. The advantages of investing in ETFs are numerous.

ProFunds, Rydex and ETF Strategies

We select funds for our portfolios based on momentum characteristics and then exit our positions when a fund’s strength falters. We focus on intermediate trends, that is, periods of several weeks to months in duration. When we are unable to find uptrending funds that meet our requirements, we simply remain in a money market fund. Occasionally we'll invest in a shorting (bear market) fund.

When fully invested our ProFunds, Rydex and ETF Portfolios will each hold as many as 5 positions, but sometimes as few as just one. Some positions may have betas up to 2.0 times their underlying benchmark.

With our specific fund recommendations followed by clear-cut advice on when to buy and sell, our model portfolios take the guesswork out of the investment process for you.

Note: Beginning January 1, 2009 we are pleased to offer a model portfolio for participants in Thrift Savings Plans (TSP).

Providing Investment Advice Since 1982

We're not like other newsletters; we won't promise an outrageous rate of return. We simply offer our Momentum Portfolio track record, general timing model accolades, and many years of investment experience.

Money Management Programs

We offer a money management service for the benefit of subscribers who had neither the time, discipline, or inclination to follow the newsletter recommendations. Our minimum investment requirement is $250,000. We charge a 1.5% annual management fee, deducted quarterly. We are accepting new clients in our Thrift Savings Plan (TSP) Portfolio, ETF Momentum Portfolio, Rydex Momentum Portfolio, High Yield Bond Portfolio and Precious Metals Portfolio. Please contact us to learn more. We require your name, US postal service address, phone number and email address before we can respond.