The problem with traditional portfolios

Traditional Portfolio

New Volatility-Momentum Portfolio Simplified

40%

Asset Allocation
60% Stock
40% Bonds

10%

Risk Allocation
90% Stock
10%Bonds

75%

Asset Allocation
25% Stock
75% Bonds

50%

Risk Allocation
50% Stock
50% Bonds

OUR PERSPECTIVE

  • ResearchGreenGOOD
    Our Values

    See how an experienced CFA Charterholder and an evidence-based focused physician with a fresh non-Wall Street pedigree can make a unique difference in your results.

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  • BusinessnewsGreenGOOD
    In the News

    As seen on CNBC

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  • OurResultsGreenGOOD
    Our Results

    Our volatility-momentum portfolios use decades of historical simulated data as well as live data to back them up.

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GETTING STARTED IS EASY

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