Know what to buy,
when to buy,
and when to protect.
A rules-based portfolio that takes the guesswork out of investing, built to profit whether markets rise or fall.
One email a day, before the open. Free. Unsubscribe any time.
The problem
The market rewards discipline.
Most investors act on emotion.
Which stocks?
There are thousands, and everyone has a tip. Most people end up buying companies they are familiar with, or whatever is in the news.
When to buy and sell?
Wait for a dip and it never comes. Buy near the top, sell in the panic. Timing is where most investors lose.
What about the crashes?
Everyone knows markets fall, and when they do it hurts. Most portfolios simply ride the drop all the way down. This one is built to profit on the way up, and on the way down.
The solution
Three strategies.
One portfolio.
Three distinct strategies, each with its own edge. One captures long-term trends, one profits from panic, and one decides how much risk to take. Together they deliver significantly higher returns, with less risk and fewer losses.
The crash test
Markets are crashing.
Should you hold, sell or buy?
When markets sell off and volatility spikes, it is stressful, and that is exactly when good decisions are hardest to make. The portfolio has no nerves to lose. It follows rules set in advance, whatever the headlines say. Here is how it handled every major S&P 500 sell-off since 2008.
Track record
Not one losing year.
Day to day
Clear to follow. Easy to live with.
One email, before the open
Each morning you get the full portfolio: every holding, every change, and where the market exposure stands. Read it in two minutes.
Works at any size
Everything is shown as a percentage of the account, so it reads the same for a $10,000 account or a $10 million one.
No screen-watching
All changes happen at the open, so there is nothing to do during the day. Most days bring one or two trades, and about a third bring none.
Transparency
Every decision, on the record.
Called in advance
Each day's portfolio is published before the US market opens, so every decision is made in public, never after the fact.
A permanent record
Every day stays in the archive, and every file is timestamped in a public Git repository. Nothing can be quietly changed later.
Rules, not opinions
Every decision comes from the same fixed rules, applied the same way every day. No forecasts, no gut feel, no exceptions.
FAQ
Common questions
Can it lose money?
Yes. In the 2011 debt scare it fell 13%, and its worst fall since 2000 was 15%. Future falls can be deeper.
What does it cost?
The daily email is free.
Is this investment advice?
No. It is the published output of a model, the same for everyone. It does not know your circumstances, and what you do with it is up to you.
Do I need to trade futures?
Compass, the market-timing strategy, uses Nasdaq-100 index futures. Core and Contrarian trade ordinary shares. Without the futures you would hold the stocks with their full market risk, which is not the same portfolio.
Get each day's portfolio before the open.
One email a day, before the open. Free. Unsubscribe any time.