Focused 15 Investing

Focused 15 Investing®

Our weekly publications provide of a range of model portfolios (specific ETFs and their target weights for the coming week) that we believe will achieve certain return, variability, and implementation characteristics over time. You select the model portfolio that best fits your circumstances and use that going forward.

You trade your account (usually on Friday) to match the target weights in the weekly publication. The target weights do not change every Friday, but you need to check the publication each week to see if they have.

The Focused 15 Investing® model portfolios rotate asset class ETFs over time. We emphasize the resilient asset class ETFs and underweight the vulnerable asset class ETFs.

ALGORITHMS BEHIND THE PUBLICATIONS

Our model portfolios are based on our proprietary algorithms. For each major market index, we create a Market Resilience Index® (MRI) series that reveals the market's short-, medium-, and long-term ability to withstand bad news and negative economic developments. We use the MRI to create two- to fifteen-week forecasts of market resilience and vulnerability for the asset class ETFs in the model portfolios.

The MRIs are generated are not based on forecasts of companies, economies, or the outcomes of specific news events. Making successful forecasts of these elements over a long periods of time is extremely difficult. We believe it is more practical and effective to assess the market's ability to recover from any bad news or negative events should they occur. The MRI-based computer model and algorithms have been tested on over 1700 years of market history (covering approximately 85 indexes with an average of 20 years of history).

We also provide educational videos and worksheets to help you implement the model portfolios. Please see our "Articles" page for additional information about the Focused 15 Investment process.

Benefits

Higher long-term returns at lower levels of variability by avoiding major losses
Rapid recovery from losses that do occur
Easy to implement model portfolios designed for busy people
Confidence that comes from a rules-based and systematic analysis of each asset class ETF using our proprietary Market Resilience Index® series, which takes advantage of persistent and reliable characteristics of market behavior
Confidence that comes the extensive analysis done on major global markets, including the 100+ year history of the Dow Jones Industrial Average and the S&P 500 Index and its predecessors.

Model Portfolios of ETFs for High Return and Low Variability