Financial Models

Financial Models

“The compound interest is the most powerful force in the universe.” Albert Einstein


Low Risk Model - works exactly the same as the regular passive Buy and Hold investing model in broad S&P 500 fund, but cuts the major drawdowns by around 50%. 7+ years real money track record available since January 2017.


High Yield Model - similar risk profile as Buy and Hold investing model in broad S&P 500 fund, but provides 4X average return per year. 3+ years real money track record available since July 2021.
 
Both Models are using high volume ETFs tracking major US indexes to generate those returns.

On average the systems make around 2 portfolio changes per year.

The systems are generating real money returns.
 
 

“To achieve satisfactory investment results is easier than most people realize; to achieve superior results is harder than it looks.”
Benjamin Graham
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