Empowering Individual Investors
to Succeed

We don't just show you WHAT we are doing. We show you WHY we do it and HOW we do it.


Trade Alerts

Model Portfolio Email, SMS, and Push trade alerts.

Engaging Chatroom

See our thought process in real-time, and engage with our vibrant community.

Educational Videos

Learn the powerful investment ideas and concepts being applied in our model portfolios.

Exclusive Research

Frequent and periodic structured updates to our outlook.


Total Return Strategy

Our flagship model portfolio, the TRS model portfolio is focused on obtaining extraordinary total returns while assuming relatively low risk -- thereby generating outstanding risk-adjusted total returns, in the course of long-term time horizon defined as one business cycle.

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Market Lab

In Market Lab, subscribers have access to real-time research, dynamic visualizations and proprietary indicators. Though we will be regularly publishing updates to our Strategic and Tactical Outlooks, users can follow along in real-time to the indicators we use to develop our views on various asset classes and the economy.

Exclusive Research

Delivered via reports and videos. The quality of analysis we provide to our subscribers is unique and sets us apart. Much of our work will be focused on strategic and tactical asset allocation.