CPM Investing LLC - Research Publications
Over the years of publishing Focused 15 Investing, the following have emerged as best practices that help users achieve better performance:
Note 1: There will be changes to the model portfolios over time as the markets change and as subscribers become more comfortable trading their accounts. Of all the ETFs we use, our use of bond ETFs is likely to change the most over time. Bond yields have declined for decades and they may move higher over the coming years. If they do, we may change how we use bond ETFs. Also, there are likely changes in how we use NASDAQ-linked ETFs and commodity-linked ETFs as we move through long economic cycles. Subscribers prefer model portfolios with fewer ETFs, and adding Commodities and NASDAQ temporarily to the portfolios is the most effective way to accommodate these ETFs.