Clicking on a model name will take you to that corresponding model page.

  1. The Benchmark shown is the S&P 500 Equal Weight Index or RSP.
  2. Net Returns are through 31 January 2021 – they include all trading costs and a 80 bps portfolio management fee.
  3. All results are to GIPS standards using actual client composite net returns
  4. All results are to GIPS standards using actual client composite net returns
  5. Alpha Dog and ETF Rotation began trading 2011
  6. Future 50 went live 2016. Results prior to that are from back-testing.
  7. BioHealth and Strong 50 went active in 2018. Results prior to that are from back-testing.
  8. Only actual client composite returns are used to calculate the averages – the cells that are highlighted are back-tested and their results are not included in the averages or since inception calculations.