Plans & Pricing

Memberships
Portfolio Design
Coaching & Consulting
Factor-Based Trading

Membership Options

Instance 1
Free

$

0

/mo

  • 1-Minute Market Report
  • Weekly newsletter
  • Economic and market commentary
  • Access to all
    non-premium articles
  • Access to selected stock and ETF picks
Book Now

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
Book Now
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 and
    phone support
  • Advanced look at articles to be published on other platforms
  • 20% discount on private
    consulting assignments
Book Now

Portfolio Design

Instance 1
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
Book Now

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?
Book Now
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
Book Now

Coaching & Consulting

Instance 1
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
Book Now

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 
Book Now
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.
Book Now

Factor-Based Trading

MONTHLY
ANNUALLY
Quality

Strong balance sheets, steady earnings, great management

$

55

/mo

  • Top companies at reasonable prices
  • Up 31.2% in 2021
  • A durable winning strategy
Book Now

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
Book Now
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
Book Now
Quality

Strong balance sheets, steady earnings, great management

$

550

/yr

  • Top companies at reasonable prices
  • Up 32% in 2019
  • A durable winning strategy
Book Now

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
Book Now
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
Book Now

Factor-Based Trading

MONTHLY
ANNUALLY
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
Book Now

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
Book Now
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
Book Now
Quality

Strong balance sheets, steady earnings, great management

$

550

/yr

  • Top companies at reasonable prices
  • Up 32% in 2019
  • A durable winning strategy
Book Now

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
Book Now
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
Book Now

Factor-Based Trading (continued)

MONTHLY
ANNUALLY
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
Book Now
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
Book Now
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
Book Now
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
Book Now
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
Book Now
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
Book Now

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