Invest Like a Pro with Expert Portfolio Allocations!
Gain access to my unique, adaptive asset allocation strategy featuring gold, copper, oil, hedging techniques, and more—all designed to thrive in every market condition.
How It Works
Step 1: Subscribe & choose your plan
Step 2: Receive monthly portfolio allocation updates at the end of each month for the coming month.
Step 3: Follow along with my model portfolio – replicate the allocations in your own account.
Please Note: This is not personalized financial advice. I am not a financial advisor. You are following my own portfolio allocations for educational purposes only
Key Benefits
Proven & Adaptive Strategy: Backtested performance shows our approach outperforms the market by adapting to inflation, deflation, recession, and boom cycles.
Diversification with Unique Assets: Gain exposure to alternative asset classes – gold, copper, oil, and hedging strategies – that traditional portfolios miss.
Time-Saving Simplicity: Receive clear, concise portfolio updates that eliminate hours of research.
Educational Insights: Learn the rationale behind each allocation to enhance your investment knowledge.
Superior Performance
Asymmetric Edge Portfolios outperform.Practically all financial advisors do the same exact thing: They place you in a mix of stocks and bonds. They ignore important asset classes like precious metals and commodities.We achieve superior returns through accessing these alternative asset classes, applying momentum strategies, and by making monthly position adjustments.Sortino Ratios are one of the simplest ways to quantify risk to reward for various strategies. The higher the ratio, the better the strategy. Asymmetric Edge Portfolios win.
| Portfolio | 2024 Return | Drawdown | Sortino |
|---|---|---|---|
| AE | 19% | -2.64% | 2.44 |
| Hedge Funds1 | 9.43% | -2.99% | 2.14 |
| 60/40 | 15% | -3.38% | 1.89 |
1The Eurekahedge Hedge Fund Index, which tracks a broad spectrum of hedge funds, reported the following statistics as of December 2024 https://www.eurekahedge.com/Indices/IndexView/Eurekahedge/473/Eurekahedge-Hedge-Fund-Index
Pay Less
You're probably paying more than you think in your managed accounts.
Cost Calculator
| Rate | Annual Cost | |
|---|---|---|
| Standard Fee | 1.25% | $0 |
| Your Subscription | 0.00% | $0 |
| Your Savings | 0.00% | $0 |
| Their Fees | Exp % | Yr2 | Mo2 |
|---|---|---|---|
| Asset-Based Advisory | 1.25% | $3,125 | $260 |
| Mutual Fund & ETF | 0.80% | $2,000 | $167 |
| Service & Custodial | 0.10% | $250 | $21 |
| Total | 2.15% | $5,375 | $448 |
2Calculations based on $250,000 in assets under management
FAQs
Is this personalized advice?: No. I am sharing my portfolio allocations and strategy for educational purposes only. I am not a financial advisor.
Who is this for?: Beginners and experienced investors alike. If you're comfortable making occasional trades in your brokerage, you can follow along.
How do I cancel: You can cancel at anytime from your account page – no long-term commitment.
Are returns guaranteed?: No, all investments carry risk. Past performance is not indicative of future results.
Disclaimer: The content provided is for informational and educational purposes only and does not constitute financial advice. I am not a financial advisor. You should always do your own research and consult with a professional before making any investment decisions.
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Join now and follow my proven portfolio allocations. Cancel anytime.
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Disclaimer: The information provided on this site is for educational purposes only. I am not a financial advisor. Past performance does not guarantee future results. All investments carry risk. Always conduct your own due diligence or consult with a professional before making any investment decisions