Model Portfolios

Timing is Everything

We select funds for our ProFunds, Rydex, ETF and Thrift Savings Plan portfolios based on their momentum and volatility characteristics, then exit positions when a fund’s strength falters. We focus on intermediate trends, that is, periods of several weeks to months in duration. When we are unable to find uptrending funds that meet our requirements, we simply remain in a money market fund. Occasionally we'll invest in a shorting (bear market) fund.

ProFunds, Rydex, ETF and TSP Options

Our model portfolios appear on page one of each issue - check out a sample newsletter. We email "hotline" alerts Monday-Thursday evening if there are changes.

With our specific fund recommendations followed by clear-cut advice on when to buy and sell, our model portfolios take the guesswork out of the investment process for you.

Third-Party Verification of our Signals

Timertrac, an independent and unaffiliated company, began monitoring our strategies in 2001. Click on the TimerTracked link above to view historical ETF Portfolio results. For ProFunds, Rydex and Thrift Savings Plan performance data select GRAPH in TimerTrac's left-hand menu. Trades delayed 15 days.

30 Years of Managing Risk

We're not like other newsletters; we won't promise an outrageous rate of return. We simply offer our general timing model accolades and three decades of investment experience.

Money Management Programs

We offer a money management service for the benefit of subscribers who had neither the time, discipline, or inclination to follow the newsletter recommendations. Our minimum investment requirement is $250,000. We charge a 1.5% annual management fee, deducted quarterly. We are accepting new clients in our Thrift Savings Plan (TSP) Portfolio, ETF, High Yield Bond Portfolio and Gold Portfolio. Accounts are custodied at Charles Schwab, Fidelity Investments, Jefferson National, TD Ameritrade, Vanguard and the US Government's Thrift Savings Plan. Please contact us to learn more. We require your name, US postal service address, phone number and email address before we can respond.