Strategies

The strategies we monitor provide our members with total clarity, flexible applications, and scalable sizing.

TOTAL CLARITY

We help our members navigate the markets without guesswork or confusion by showing them what works and why it works. We teach both the big picture framework of a strategy and the ground level details of it’s execution. 

fLEXIBLE APPLICATION

Although we track specific rules-based strategies, we understand that everyone’s goals are unique. That’s why we show you how to adapt our models to fit your own risk tolerances and market opinions. 

Scalable Sizing

Whether you’re using a personal account with less than $25,000 or managing millions for client accounts, our strategies can be scaled up or down to a size that’s appropriate for you.

TV1

The TV1 is an actively managed portfolio using just two assets and once-per-month management — although one may adjust to match the current allocation as often as daily. There is zero leverage involved in this strategy allowing for larger allocation without excessive tail risk. The edge comes from the incremental adaptability to current market conditions allowing one to reduce size before and during high volatility corrections and add size during extended rallies.

  • 25+ years of history
  • No losing years 
  • 8.04% average annual growth 
  • -6.92% worst draw down 
  • Sharpe Ratio 1.00
  • Sortino Ratio 1.64 

This is a simple strategy. You only need the ability to buy ETFs and/or mutual funds. No options, futures, shorting, or forex is required. You can manage this portfolio spending less than 30-minutes per month. 

 Start your membership to add the TV1 to your portfolio. 

Graph represents the hypothetical growth of one dollar. Note: monthly data may not reflect additional volatility and drawdown risk during the month. 

MAW

The Modified All Weather (MAW) strategy is based on Ray Dalio’s All Weather portfolio but includes a sizing feature to reduce exposure to riskier assets during heightened market volatility. The strategy uses five diversified assets which provides us with a higher level of confidence that performance will continue into the future. 

  • 12+ years of history
  •  -2.12% worst year 
  • 7.69% average annual growth 
  • -8.8% worst draw down 
  • Sharpe Ratio 1.15
  • Sortino Ratio 1.95 

This is a simple strategy. You only need the ability to buy ETFs and/or mutual funds. No options, futures, shorting, or forex is required. You can manage this portfolio spending less than 60-minutes per month. 

 Start your membership to learn the MAW strategy. 

Graph represents the hypothetical growth of one dollar. Note: monthly data may not reflect additional volatility and drawdown risk during the month. 

Options Basket

We offer multiple options strategies for income and growth that use defined risk trades in a diversified basket of six markets.  

  • 10+ years of history
  • 28.1% average annual growth 
  • -9.7% worst draw down 
  • 32 day average hold 
  • Recommended minimum portfolio: $75,000 
  • Minimum margin required: Approximately $25,000  

These are advanced options trading strategies. You should have over one year of experience trading options including multi-strike spreads before starting these strategies. The portfolio should be monitored daily to see if any actions need to be taken. 

 Start your membership to learn our options income and growth strategies. 

Graph represents the hypothetical growth of one dollar. Note: monthly data may not reflect additional volatility and drawdown risk during the month. 

TV1 + Options Basket

Combined the TV1 actively managed investment portfolio and the basket of options trading strategies. 

  • 10+ years of history
  • 12.81% average annual growth 
  • +0.22% worst year
  • -3.82% worst draw down 
  • Recommended portfolio allocation: $150,000 

Advanced portfolio management. Requires $150,000 allocation to target the returns and drawdowns without leverage, however one could leverage a smaller amount of capital using margin. 

 Start your membership to follow our strategies. 

Graph represents the hypothetical growth of one dollar. Note: monthly data may not reflect additional volatility and drawdown risk during the month. 

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