Membership Options
Free
$
0
/mo
- 1-Minute Market Report
- Weekly newsletter
- Economic and market commentary
- Access to all non-premium articles
- Access to select stock and ETF picks
Popular
Premium
$
60
/mo
- Monthly Intelligence Report
- Weekly newsletter
- Premium economic and market commentary
- Access to all premium articles
- Email alerts when portfolio changes are coming
- Access to select model portfolios
- Unlimited Email support
- Advanced look at articles to be published on other platforms
- 10% discount on private consulting assignments
Premium Plus
$
150
/mo
- Monthly Intelligence Report
- Weekly newsletter
- Access to all Factor-based Trading Strategies
- Access to White Papers and Special Reports
- Email alerts when changes to the econometric models are coming
- Access to all model portfolios
- Unlimited Email support
- Advanced look at articles to be published on other platforms
- 20% discount on private consulting assignments
Portfolio Design
2nd Opinion
Fast and effective assessment
$
500
- Find and quarantine any problem holdings
- Identify over- or -under diversification
- Evaluate total risk in the portfolio
- Includes a written report
Popular
Full Audit
A Deeper Dive into the Details
$1000
- Begin by asking tough questions about your investment process
- How do you make investment decisions?
- Where do you get your information?
- Are you getting fairly paid for taking risk?
Overhaul
Completely Rebuild from the ground up
$
1500
- Salvage what we can, and build a new foundation.
- Socratic method challenges you to defend your beliefs
- New ways of thinking will emerge
- You will take full ownership by the end
Coaching & Consulting
Single Issue
You describe the issue- we tackle it together
$
500
- Most issues take 3 hrs or less to resolve
- The fix can be applied immediately
- Includes two 30-minute phone/Skype/Zoom calls
- Includes 30 days of follow-up support
Popular
Multi-Issue
We can often combine related issues and save time
$1000
- We prioritize your issues and eliminate overlap
- Solving a big issue often solves smaller ones
- Includes three 30-minute phone/Skype/Zoom calls
- Includes 90 days of follow-up support
Retainer
I will be on call and available when you need me
$
1500
- I’ll be a sounding board
- I’ll be a mentor
- I’ll do research-on-demand
- I’ll keep you from doing dumb things
- Includes unlimited support
- I charge by the hour for my time. Nothing is wasted.
Factor-Based Trading
Quality
Strong balance sheets, steady earnings, great management
$
55
/mo
- Top companies at reasonable prices
- Up 31.2% in 2021
- A durable winning strategy
Popular
Value
Underpriced, rebounding profits, change is afoot
$55
/mo
- Below-market valuation
- Usually caused by a temporary misstep
- Up 21.8% in 2021
- Value is making a comeback
Earnings
Estimates, revisions, and ratings increasing
$
55
/mo
- Positive earnings beat
- Analysts are slow to get on board
- Nimble traders get in first
- Up 29.2% in 2021
Quality
Strong balance sheets, steady earnings, great management
$
550
/yr
- Top companies at reasonable prices
- Up 32% in 2019
- A durable winning strategy
Popular
Value
Underpriced, rebounding profits, change is afoot
$550
/yr
- Below-market valuation
- Usually caused by a temporary misstep
- Tax-loss harvesting drives the price lower
Earnings
Estimates, revisions, and ratings increasing
$
550
/yr
- Starts with a surprise earnings beat
- Analysts are slow to get on board
- Nimble traders get ahead of the curve
Factor-Based Trading
Smart Contrarian
Fallen Angels in recovery
$
55
/mo
- Top companies at reasonable prices
- Up 20.7% per year for the past 10 years
- A high risk-high reward strategy
Popular
Zen Core ETFs
Top 7 ETFs in our universe
$55
/mo
- Can be hedged or unhedged
- Rising AUM and analyst coverage
- Up 19.9% per year for the past 10 years
- More tax efficient than mutual funds
Zen Sector Rotation
Uses Sector ETFs and ranks them monthly
$
55
/mo
- Buy the top 3 sectors each month
- Up 18.1% per year for the past 10 years
- No specific company risk
Quality
Strong balance sheets, steady earnings, great management
$
550
/yr
- Top companies at reasonable prices
- Up 32% in 2019
- A durable winning strategy
Popular
Value
Underpriced, rebounding profits, change is afoot
$550
/yr
- Below-market valuation
- Usually caused by a temporary misstep
- Tax-loss harvesting drives the price lower
Earnings
Estimates, revisions, and ratings increasing
$
550
/yr
- Starts with a surprise earnings beat
- Analysts are slow to get on board
- Nimble traders get ahead of the curve
Factor-Based Trading (continued)
Smart Momentum
Stocks in a strong uptrend
$
55
/mo
- Avoids stocks in decline
- Finds stocks with a growth catalyst
- Up 16.4% per year for the past 10 years
Factor Rotation
Stay on the right side of winning & losing factors
$55
/mo
- An ETF based factor rotation strategy
- 7 factor ETFs rebalanced monthly
- Up 17.6% per year for the past 10 years
Smart Money
Top stock picks from the smartest people I know
$
55
/mo
- Top Wall St. Strategists
- Top traders at the best firms
- All Star Analysts
- Up 16.6% per year for the past 10 years
Sector Rotation
Overweight the top sectors, underweight the rest
$
550
/yr
- Avoid sectors in decline
- Sectors move with the business cycle
- A slow & steady way to boost your returns
Factor Rotation
Stay on the right side of winning & losing factors
$550
/yr
- An ETF based rotation strategy
- 5 factor ETFs rebalanced monthly
- Presented as a model portfolio
Smart Money
Top stock picks from the smartest people I know
$
550
/yr
- Top Wall St. Strategists
- Top traders at the best firms
- All Star Analysts