Sample ETF Models
A modern approach to the traditional 60/40 portfolio.
Each month, this model analyzes stock market ETFs and bond market ETFs and selects the top choice from each. The top stock market ETF is allocated 60% and the top bond ETF is allocated 40%.
The model uses our Downside Risk Protector® to protect accounts from market declines.
Designed to provide income, this model actually blends four different strategies and applies our Downside Risk Protector®
This strategy is a multi-asset class income model that invests in a wide range of cash, fixed interest, and dividend-focused ETFs.
Focus Four is a global tactical model with the objective of long-term capital appreciation.
The model ranks 14 ETFs in U.S. Stocks, International and Emerging Markets, Real Estate, Commodities, Gold, U.S. Treasuries, Corporate, High Yield, and International Bonds.
The model uses a dual-ranking system based on the underlying risk of the asset classes in the model to reduce volatility.
SAMPLE Stock Models
The Crypto Comrades model is a way to invest in the crypto markets with reduced exposure to the risk.
The model invests in established companies that are developing processes and/or products in the crypto currency field that will benefit from the rise in this emerging technology.
The goal of the Crypto Comrades model is to outperform the S&P 500 index while reducing volatility and downside risk in crypto currency.
SmallCap High Yield
The SmallCap High Yield model seeks companies with shares offering above-average yield and dividend growth.
The portfolio buys 20 of the top-ranked qualifying dividend stocks. To qualify, a stock must pass a basic liquidity filter, be listed on a major exchange and not be an ADR.
Stocks are ranked based on a proprietary formula which includes various factor themes such as growth, value, volatility, sentiment, shareholder yield and payout ratio. Other factors are considered such as industry strength.
Interested in our models?
Find out how to get access.