Diamond Publication

Sapphire Publication

Diamond model portfolios are easy to implement and have high returns with low return variability. This is our most widely used publication.

Portfolios include ETFs UST, DDM, XLP, XLU, and SHY
Theme-related ETFs, such as commodities (ETF COM), may be added from time to time.

Sapphire 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.

Portfolios include ETFs TYD, UDOW, XLP, XLU, and SHY
Theme-related ETFs, such as commodities (ETF COM), may be added from time to time.

Zircon Publication

Sapphire Publication

Zircon Publication

Zircon model portfolios are easy to implement and do not use leveraged stock ETFs.

Portfolios include ETFs UST, DIA, XLP, XLU, and SHY
Theme-related ETFs, such as commodities (ETF COM), may be added from time to time.

Balanced Model PORTFOLIOS (Stock, Bond, Cash Rotation)

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.

Model Portfolios of ETFs for High Return and Low Variability

Diamond Publication

Sapphire Publication

Sapphire Publication

Sapphire Publication

Sapphire Publication

Sapphire Publication

Zircon Publication

Sapphire Publication

Zircon Publication

Balanced Model PORTFOLIOS (Stock, Bond, Cash Rotation)

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