How to Take the Next Step Beyond "Buy, Hold, and Pray..."
Using a Simple, Scientific Investment Strategy that Controls Risk, Improves Returns, Gives You Full Control Over Your Portfolio, and Puts More Money in Your Pocket by Reducing Costs... All in Less than 30 Minutes Per Month
You want financial security.
Are you a buy & hold investor with more than $20,000 at risk?
Do you want to reduce market risk and improve your investment returns?
The experts claim buy & hold for the long term is the answer, but that little voice in the back of your head remembers how another decline like 2001 or 2008 could wreak havoc on your financial plan. There must be a better way to manage your portfolio than passively tolerating the market roller-coaster!
The complete Expectancy Investing curriculum provides a full solution, but it requires nine months of study and costs a lot of money. You’re busy with your family and career. You have better things to do than spend your scarce time becoming a financial expert, modeling algorithms, managing data, building spreadsheets, and mastering all the details.
Fortunately, there’s a solution—Expectancy Investing Done-For-You. You can immediately put this online system to work in your portfolio with minimal cost and take control over risk to improve the consistency of your investment returns.
What Is Expectancy Investing Done-For-You?
It’s a subscription service that gives you direct access to buy/sell signals from the best of the best in tactical asset allocation strategies, curated by experts, and conveniently organized in an online platform so you can manage your investment portfolio without having to pay someone excessive management fees.
By combining the cost savings of passive index funds with sophisticated risk management strategy, it’s entirely possible for an individual investor to outperform the “smart money” institutional investors using this simple asset allocation and portfolio management framework.
Think of it as the Consumer Reports of tactical asset allocation. They’ve tested and proven all of the models, made it point-and-click easy to apply in your portfolio, and it requires less than one hour per month. It’s a done-for-you process for investment expectancy and risk management to navigate the difficult markets ahead.
In fact, it's the service I wanted to put together for my clients, but the folks at Allocate Smartly beat me to it (so now I’m an affiliate.)
What To Do?
Click my affiliate link to check it out and learn more.
The minimum action you should take while at the site is to register for a free account so you can get the following benefits:- a better look inside with full access to a limited number of systems
- additional resources so you can see how it works
And when you're ready to take back control of your investing and learn how to manage market risk, the next step is to get a paid account so you have full access to all of the investment systems and risk management tools.
Best of all, when you become a paid subscriber you also get my 14 lesson email education series teaching you how it works, why it works, and how to get full value out of the service. My other subscribers tell me this educational series is a complete "game-changer" in how to use paper asset investing in your wealth plan. It includes lessons on the relationship of volatility and safe withdrawal rates, "deep diversification" and how it applies to advanced risk management, system selection criteria (Warning! The obvious approach is the wrong approach), and much, much more.
But you only get my 14 lesson email course and support services if you use my affiliate link when signing up.
I introduced this service to my former Expectancy Investing clients, and they all felt it was a no-brainer value. Every client I showed it to purchased the annual subscription. Not only that, it’s good enough to use with my portfolio so that my money will be in a select group of strategies alongside yours.
If you have $20,000 (or more) at risk in the investment markets then this makes financial sense. The more you have at risk, the more sense it makes. The fee savings alone justify the price. The reduced volatility resulting in higher safe withdrawal rates justifies the price. The improved investment expectancy justifies the price. Greater confidence and better sleep justifies the price. And when you put all these factors together, it's a no-brainer value (exactly as my Expectancy Investing students proclaimed!)
There are very few people reading this message where it can’t put more money in your pocket (over time) than it costs.
Why Is It So Great?
It's a website software platform that gives you access to the best, publicly available, tactical asset allocation methodologies under one roof.
In a nutshell, it provides you with:- Multiple fully-researched, fully-proven risk management strategies for your paper asset portfolio.
- It gives you the original research plus it gives you independent 3rd party research providing further verification and confidence that the method chosen is valid (as taught in the full Expectancy Investing course).
- All investment logic and historical results are fully disclosed. No black boxes - nothing hidden.
- You can mix and match a variety of strategies into a single portfolio providing "deep diversification" by source of return (as taught in the Expectancy Investing course).
- The system provides correlation tables and risk profiles to help choose the strategies that best fit your needs.
- You can create and manage up to three model portfolios made up of strategies, not just assets.
- The system does all the math for you, thus eliminating one of the biggest hurdles for most investors.
- They also do all the data management saving you time and hassle.
- But you keep full control over your investment accounts. It's NOT a managed account or investment management service, and it's not investment advice. You manage your own money, and it manages the investment models for you (which is the hard part for most people.)
- Their system simplifies everything down to one set of buy/sell signals (even when using multiple strategies) so it's easy for you to manage and maintain.
- You can diversify by investment process so that you aren’t limited to investment product diversification for risk management (fully explained in my free education series.)
- All methods rebalance just once per month so it takes very little time out of your life to maintain.
- It's mathematically disciplined, thus eliminating (most of) the emotion from investing.
- It uses only highly liquid, well-known ETF's so it works on all popular brokerage platforms. You keep your accounts exactly where they are today, so it's convenient. Nothing needs to change.
- The cost is surprisingly low (just $399 per year subscription - no assets under management fees or percent of assets fees) so it respects the math of compound returns by controlling investment fees (as taught in the Expectancy Investing course).
- It comes with a lifetime price lock so you don't have to worry about fee increases.
- Works for international as well as U.S. users (with minor adjustment as taught in my 14 lesson course).
- Your subscription includes all of the investment strategies so you can pick what best fits your needs and investment preferences.
In a nutshell, this service does all the heavy-lifting to implement many of the core teachings from the Expectancy Investing course in an affordable, done-for-you service. It saves you time by doing all the research, model vetting, and number crunching for you. And it saves you money by providing you with mathematically disciplined risk management strategies.
It’s Expectancy Investing Done-For-You. All you have to do is pay the annual subscription fee, choose your models, and implement the monthly reallocations in your brokerage account.
Easy peasy.
What It’s Not
- It’s not stock picking
- It’s not options trading
- It’s not get-rich-quick
- It’s not day trading
- It’s not market timing (no market predictions - just risk management)
- And you don’t need to watch the news of the day or track anything.
As a matter of fact, this done-for-you solution means you can ignore all of that nonsense so that you have more time for what brings you joy in life. Think of it as J.O.M.O. – the joy of missing out – on all of that unnecessary work, stress about the future, unmanaged market risk, expensive investment fees, and uncertainty.
Your subscription takes care of all the research, data management, number crunching, and portfolio decision making so that you only have to execute the portfolio reallocations in your investment account each month.
What's Next?
Click my affiliate link to learn more, set up your free account, or purchase the service now.
- Most of my students purchase the annual subscription at $399 per year because it saves 32% per year, plus if you change your mind and want a refund, then it’s prorated to the lower monthly rate. Either way, it’s your best value choice.
- Warning! Don’t get confused and enroll in their managed account product using Alpha Architect. It violates core Expectancy Investing principles and is not recommended. I’m only recommending the low cost $399 annual subscription service.
And best of all, when you enroll using the above affiliate link you’re automatically enrolled in my email course teaching you how to get maximum value out of your subscription. It’s a completely separate education system delivered automatically by email when you subscribe. You’ll get:
- An orientation to the site emphasizing what features I think are important for choosing your investment models.
- Analyses for each model sharing both what I like, and what I have concerns about, based on my lifetime of experience researching these models.
- What models I'm choosing for my own money and how I'll apply them.
- How to use the platform to find the best models for your needs.
- Common mistakes you’ll want to avoid.
- Specialized resources and strategies you’ll want to include.
- How managing market volatility increases (and stabilizes) your safe withdrawal rate
- How to apply deep diversification principles using these trading systems to reduce your portfolio risk.
You won’t get this “how to” manual unless you use my affiliate link. It’s an entire onboarding process to get you up to speed and maximizing your investment results according to Expectancy Investing principles. Unless you've got an extensive investment background you'll likely want the extra support because the site leans a bit toward the engineering/financial geek side of things. You may find it a little overwhelming without my help to sort it all out.
How Expectancy Investing Done-For-You Differs From Do-It-Yourself
Just to be clear, this is not the full Expectancy Investing course. Instead, it’s a subset that can be efficiently outsourced so that it’s actionable without the deep knowledge of the entire course. You can start managing your portfolio according to Expectancy Investing principles right now for a ridiculously affordable price. No excessive complication, cost, or other obstacles in your way. You can start right now.
This is a huge advantage because the alternative of doing-it-yourself requires:
- months of study
- years of research, testing, and programming
- and ongoing data management costs
But with this done-for-you solution, you can bypass all of that work, complication, expense, and delay so that you start controlling risk and producing profitable results now.
However, I also want to be clear that the done-for-you solution doesn’t include the knowledge behind why it works or how it works as provided in the full Expectancy Investing course. It does the heavy lifting of number crunching and portfolio management for people who don’t need to see how the sausage is made and can’t commit months of learning and research. If you just want an actionable Expectancy Investing solution NOW then this is perfect for you.
- The backtesting and investment modeling are done for you.
- Independent third-party verification of systems and data assumptions.
- Everything is fully transparent (except two proprietary systems.)
- $399 annual membership is a no-brainer value for anyone with over $20,000 at risk in the markets.
- Lifetime fee lock with annual subscription.
- All the best publicly available tactical asset allocation system under one roof – fully vetted, tested, and administered for you. All the heavy lifting is done for you creating a turnkey risk management solution.
- Fully respects the importance of controlling investment costs to long-term returns by applying only the largest, most liquid, low cost ETF’s in your portfolio.
- And you get my 14 lesson email course included with your subscription teaching you how to apply core tenets of Expectancy Investing (but only if you use my affiliate link).
The Science Of Investing – Simplified!
Your choices are as follows:
- Do nothing and leave your financial security to the wild roller-coaster of unmanaged market risk.
- Become an investment expert by committing the time and resources to complete the full Expectancy Investing Do-It-Yourself curriculum.
- Or take back control over your portfolio and start getting results now using Expectancy Investing Done-For-You.
This is how you can be smart with your money and efficient with your time. You get the improved returns of advanced investment strategy, the reduced risk of active risk management, along with the cost control of low-cost passive index investing—for the minimal extra time commitment of about one hour per month.
Check it out now and start your subscription. If it’s good enough for my investment portfolio, then it’s probably worth a serious look.
