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INTRO TO RULES-BASED INVESTING
- Learn the foundation of Expectancy Investing in 5 easy-to-follow lessons.
- Discover why downside risk management is more important than focusing on just returns.
- Gain confidence by knowing your investment outcome before you invest.
- Discover the danger of relying upon “average” returns.
- Learn the hidden dangers in commonly recommended “diversify and hold” approaches.
Explore Our Strategies
From the beginning, the mission of Portfolio Cafe has been to serve as the “bridge” between academic research and practical, real-world application of advanced, investing techniques. While the methodologies used within our strategies are more commonplace among institutional investors, such strategies have gone largely unnoticed by the investing public despite their superior risk-adjusted performance.
Today we are recognized as a pioneer in the development of transparent, rules-based investment strategies that you can use to trade in your own account including IRAs and 401ks. The strategies allow investors to participate intelligently in all broad asset classes including U.S. equities, international equities, credit securities, real estate, and commodities.
Our ETF strategies use an “adaptive” approach that allows them to adjust to changes in the market. This built-in, automatic hedging mechanism helps protect investors accounts from large, protracted, market declines.
Our ETF models are organized by asset class and use a similar, proprietary, rules-based approach using relative strength, trend analysis and volatility as the primary determinants to ranking selections. Our belief is that model rules should be as simple as possible and should demonstrate robustness across all asset classes and market regimes.
ETF models are updated monthly.
Portfolio Cafe offers a refreshing approach to traditional “diversify and hold” approaches.
We also develop quantitative stock models that use precise buy and sell rules based on fundamental and technical factors. Our models are built around popular thematics such as rising dividends, value, and accelerating growth. Many of our models, like our ETF models, have built in downside protection mechanisms designed to protect investors from protracted market declines.
Each stock models is updated weekly.
Join us for one of our weekly webinars where you can learn more about our approach, strategies, model construction, and hear how other investors are using our models within their portfolios.
”Tell me and I forget, teach me and I may remember, involve me and I learn.” – Ben Franklin
Our webinars are live, interactive presentations accessible to members and trial members of Portfolio Cafe.