Monthly Rebalancing Guidance
for 17 Portfolios
Once a month, on the last trading day, members receive a concise signal email covering a curated set of portfolios in the database — exactly what to hold, rebalance, or adjust. No research required.
What's included
Monthly signal email
Delivered on the last trading day of every month. Covers each portfolio in the membership — current allocation targets, any rebalancing needed, and a brief note on what changed.
Full database access
All 70+ portfolios with historical performance data, Sharpe ratios, max drawdown, rolling returns, and the full screener — free, as always. Membership adds the signal layer on top.
Cancel anytime. No hidden fees.
What you get each month
- sync_alt
Current allocation targets
Exact percentage targets for every asset class in each covered portfolio, updated to reflect the latest signal.
- task_alt
Clear hold / rebalance guidance
A plain verdict for each portfolio — hold as-is, or rebalance — so you know immediately whether any action is needed.
- summarize
Brief market context
A short note explaining what drove any changes that month. No noise, no prediction — just the reasoning behind the signal.
- history
Signal archive
Access to all past signals so you can review the history and see how guidance has evolved over time.
Portfolios currently in the signal set
- Accelerating Dual Momentumarrow_forward
- Composite Dual Momentumarrow_forward
- Defensive Asset Allocation by Keller and Keuningarrow_forward
- GEM + Emerging Markets Dual Momentumarrow_forward
- GEM Dual Momentumarrow_forward
- Global Tactical Asset Allocation - Agg. 3 by Meb Faberarrow_forward
- Global Tactical Asset Allocation - Agg. 6 by Meb Faberarrow_forward
- Global Tactical Asset Allocation 13 (GTAA 13) by Meb Faberarrow_forward
- Global Tactical Asset Allocation 5 (GTAA 5) by Meb Faberarrow_forward
- Ivy Portfolio - Rotationarrow_forward
- Ivy Portfolio - Timingarrow_forward
- Mama Bear Portfolioarrow_forward
- Paired Switching by Lewis Glennarrow_forward
- Papa Bear Portfolioarrow_forward
- Three-Way Model by Ned Davisarrow_forward
- Vigilant Asset Allocation - G12arrow_forward
- Vigilant Asset Allocation - G4 Aggressivearrow_forward
Additional portfolios are added periodically. Members receive signals for all portfolios in this list.
Not financial advice. Membership signals are informational and educational — they reflect rules-based portfolio logic, not personalized investment recommendations. Past signals are not a guarantee of future results. Please consult a qualified financial advisor before making investment decisions.