Institutional (Annual)

Institutional (Monthly)

Personal (Annual)

Personal (Monthly)

Premium Benefits

 FreeIndividualInstitutional
Occasional market commentary
Regular analysis for 15 assets 
Core ETF model portfolio 
Tactical model portfolio 
Macro overlay model portfolio  
Semi-annual analyst call  

Frequently Asked Questions

What is the Core ETF model portfolio?

A model portfolio for long-term oriented investors. The strategy rebalances systematically between stocks and bonds according to the respective stage of the business cycle. It is based on a comprehensive investment framework designed to benefit from long-term economic growth and preserve capital during global downturns.

What is the tactical model portfolio?

A model portfolio for mid-term oriented investors who want to enhance the risk/reward relationship of traditional portfolios. The tactical model portfolio is an unleveraged version of our institutional overlay. It can be replicated, for example, with ETFs. The tactical model portfolio is a complementary solution for traditional portfolios, benchmarks, and strategic asset allocations.

When are you updating your analysis?

The update schedule is here. Subscribers receive an e-mail as soon as an update gets posted.

Can I share your content?

You can share our content within your household (firm for institutional subscribers) only. Distribution to others is not permitted. Please request our written consent before you wish to share or republish any of our content.

Do you offer a free trial?

Each subscription comes with a 30-day money-back guarantee. We will reimburse all of your subscription payment if you do not like our content. The trial is valid once per user only.