Too Many people are frustrated with their investing results.
are you afraid of making a bad decision that may have a long term impact?
Are you confused by conflicting investment advice?
are you afraid of being caught in the market during periods of large market declines?
Do you feel you are paying too much for financial advice?
Are you wondering if you have the time or knowledge to invest successfully?
Do you wish that there was a simple way to invest that kept you on track to reach your financial goals?
We know how confusing and uncertain investing can be, especially when your decisions have a long-term impact on your financial future.
Leveraging over 30 years of experience, we’ve built a platform that can serve as the bridge between proven academic research and real-world practical applications.
We provide quantitive models for investors to follow. We’ve researched the strategies, read the books and whitepapers, and back-tested the models.
ALL YOU DO IS TRADE
performance you can trust
Why Portfolio CAfe
Your financial goals are important and should never be left to chance. By applying a systematic, rules-based process, our portfolios constantly adapt to the changing market. The result is lower volatility and more consistent results in both good markets and bad. That’s investing the way it should be. That is the Portfolio Cafe difference.
Start generating consistent returns and
Take Back Your Financial Freedom
The Portfolio Cafe process:
improve your investing.
Place your trades
Achieve Your Goals
Focus Three Global Tactical
The Focus Three model examines the performance of stocks, bonds, real estate, gold, and commodities, on a global basis and selects the top three to position the model for maximum, risk-adjusted growth.
During adverse economic conditions, the model may automatically allocate to cash and/or short-term U.S. Government bonds to avoid major losses.
Keystone is Portfolio Cafe’flagship model. It’s actually eight separate models blended into one solution that can represent the core holding of a diversified portfolio.
Its trademark low volatility and consistent growth make this model attractive for a variety of investor’s needs of all ages.
Vanguard Asset Allocation
During defensive periods, the model will automatically adjust to cash and short-term bonds in order to protect capital from significant loss.
U.S. Style Box Rotation
The U.S. Style Box strategy dynamically rotates to own the top two, dominant market themes at any given time.
During periods of economic stress, the model will automatically adjust to hold cash and short-term bonds in order to protect from significant downside loss.
U.S. Sector Rotation
At any given time some sectors of the economy are performing better than others. The Sector Rotation strategy identifies the top three performing strategies and holds each in equal weight.
During periods of market stress, the strategy will automatically move to a defensive position that may include cash and short-term bonds.
This model strategy rotates among the top performing country funds that make up the MSCI Emerging Markets Index.
During unfavorable market periods, the strategy may own cash, short-term bonds, or a position in an inverse emerging market ETF
This strategy rotates among the top performing country ETFs that make up the MSCI Developed Country Index.
During unfavorable market periods, the model can invest in cash, short-term bonds, and an inverse MSCI EAFE ETF.
We believe that investors need a better way to invest
You should enjoy:
• More predictable results.
• An investment strategy that saves time and money.
• Freedom from emotion-driven trading.
Too many of the popular approaches to investing do not adequately address the real world needs of investors. Traditional methods expose investors to potentially large losses that can derail financial dreams.
Unfortunately, much of the commonly available investment advice is laden with conflicts of self-interest. Our models and principles are based on academic research and real-world experience.
These easy to follow investment models dynamically adjust to market risks and automatically protect your portfolio from the dangers of highly volatile markets.
WE INVITE YOU TO JOIN US TODAY FOR A BETTER WAY OF INVESTING.
- Adaptive ETF strategies adjust to changing market conditions.
- Multi-factor quantitative stock models
- Earn higher return with less risk.
- Takes less than 15-minutes a month to update your portfolio.
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