Our flagship model combines eight separate models to create a dynamic, diversified portfolio. U.S., international, and emerging equities along with bonds, commodities, and real estate are included.
The Focus 3 model analyzes multiple asset classes to choose the three top-ranking ETFs designed to maximize gains and minimize risk.
U.S. Sector Rotation
Geared to take advantage of cyclical markets, the U.S. Sector Rotation model invests in the top-ranking U.S. industry sectors.
The U.S. Blend model is a combination of the U.S. Sector and U.S. Style Rotation models.
The World Traveler model chooses the top-ranking country or broad-based index ETFs from the MSCI EAFE index.
The Sleep Easy model is a global allocation model that chooses the top-ranking ETFs from six distinct asset classes.
Using only Vanguard funds, this model chooses the top-ranking investments from multiple asset classes.
Small Cap Fiscal Momentum
Small Cap companies are chosen based on upgraded earnings and increasing fundamentals.
Small Cap Rockets
Small Cap Rockets focuses on fast-growing small cap companies that are experiencing rising earnings with upward revisions in analyst estimates.
Large Cap High Yield
This model focuses on the Russell 1000 U.S. large-cap index and chooses from the top-tier yielding companies.
The Defensive Utility model screens for top-ranking utility stocks.
CANSLIM with Market Timing
This model expands on the work by William O’Neil by adding risk protection.
The Dividend Aristocrats model combines the top dividend-paying stocks with risk protection.
The Dividend Value model uses the strength of dividend-paying companies to grow the portfolio.
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