CPM Investing LLC - Research Publications
Diamond model portfolios are easy to implement and have high returns with low return variability. This is our most widely used publication.
Sapphire model portfolios have higher returns and/or higher return-to-variability ratios than Diamond portfolios. They are intended for those with long time horizons and experienced ETF investors.
Zircon model portfolios are easy to implement and do not use leveraged stock ETFs.
See this blog post for a performance comparison for the Diamond, Sapphire, and Zircon publications (LINK). Performance figures do not reflect fees embedded in the ETFs or fee for the Focused 15 Investing research publication. Performance figures are based on the indexes underlying each ETF or a reasonable alternative. In addition, we provide guidance for subscribers to adjust the aggressiveness of their accounts based on their tolerance for losses and investment horizons.