CPM Investing LLC - Research and Investment Publications
The sub-portfolios or "sleeves" can combined together or added to existing investment portfolios. Each sleeve rotates assets among its ETFs favoring the most resilient ETFs and avoiding the most vulnerable. By rotating assets in this way, you gain higher return and avoid some of the losses associated with the ETFs. Versions that do not use levered ETFs are available.
We use these sleeves to create the balanced portfolios for our individual subscribers.
See note below about “w/Cluster Red” for the sleeve in position #2.
Source: CPM Investing LLC. Data using prices in USD, except as noted, sourced from Bloomberg, LLC. Backtested / hypothetical results do not indicate actual or future returns.
Current decision rules and parameters are used to simulate historical performance and portfolio statistics.
If and when the rules and parameters are revised, those revisions may affect previously reported simulated historical performance and portfolio characteristics.
Focused 15 Investing and Market Resilience Index are registered trademarks of CPM Investing, LLC
Copyright © 2014-2021 CPM Investing, LLC. All Rights Reserved
Our newsletter subscribers (individual investors trading their own accounts) have a preference for minimizing trade clusters. A trade cluster occurs when trades are clustered in time, which typically happens during market inflection points. The algorithms might sell a portion of the DJIA exposure one week and then buy it the next week. Institutional investors that do not have the same concerns can use the sleeve in position #1.
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Copyright © 2014-2022 CPM Investing LLC - All Rights Reserved.
Focused 15 Investing and Market Resilience Index are registered trademarks of CPM Investing LLC