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Dynamic Tactical Asset Allocation to optimize the model portfolio holdings based upon the current market activity
This model chooses from among six distinct asset classes (cash, corporate bonds, S&P 500, international stocks, emerging markets and gold) plus two inverse funds, and selects the top scoring ETFs based upon a proprietary, 100% systematic, mechanical ranking system. The Model is rebalanced at the beginning of every month.
View Complete Strategy Description
  • All weather approach to investing
  • Less worry about market declines
  • Doesn’t give up return potential
  • Remarkable resiliency and steady returns through all kinds of markets

From: $208.25 / month

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Model Inception Date:12/31/2002Data as of 01/31/17
ModelBenchmark
Total Return:482.4%240.9%
Compound Annual Growth (CAGR):13.3%9.1%
Sharpe Ratio:0.800.44
MAR Ratio: .770.16
Correlation to benchmark:0.05
Volatility14.6%18.8%
Maximum Drawdown:-18.1%-55.2%
Winning Periods:64.5%
Best Monthly Period:12.06%
Worst Monthly Period:-6.59%

Exchange Traded FundSymbol
SPDR S&P 500SPY
iShares MSCI EAFE Index FundEFA
iShares MSCI Emerging Index FundEEM
SPDR Gold Trust GLD
iShares IBoxx $ Investment Grade Corporate BondLQD
Barclays 1-3 Year Treasury Bond FundSHY
ProShares Short MSCI Emerging MarketsEUM
ProShares Short Dow 30DOG

How do our investment strategies compare?

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