No one cares more about your money than you. This is the single best reason to do it yourself. And it’s easy when you have instant, exclusive access to a seasoned manager with a proven track record.
If you are able to buy and sell a handful of ETFs (or mutual funds) for your account, you can be your own hedge fund guy. Save on fees and get better performance with all-weather strategies that have stood the test of time.
Easier Than You Think
Capital management is straightforward: accumulate, grow and repeat. The process is the same for $2,000 to $1 million*. You focus on capital accumulation. We drive superior returns by managing risk, harnessing volatility and cutting costs.
*Individuals managing over $1 million with access to low margin rates have more options.
After 25 long years of navigating through bull markets, bear markets, crashes and panics, we’ve got it down to a science. But you will never see us on TV; our time is spent on research and development. In other words, we make money, not predictions.
Strategies for Success
Our performance — powered by an analytical, scientific approach based on real-world insight — is matched by very few providers of investment, advisory and risk management solutions. Indeed, few dare to post the numbers.
Absolute Return ETF Strategy
U.S. Dollar Core ETF Strategy
U.S. Dollar Satellite ETF Strategy
Canadian Dollar Core ETF Strategy
Thrift Savings Plan Strategies
Our strategies are designed to protect capital and build wealth. We offer one ETF (exchange traded funds) strategy for high net worth individuals, three for independent investors and two for those enrolled in the U.S. Thrift Savings Plan. Whether you manage U.S. Dollars, Canadian Dollars or Euros, one or more of these strategies may be combined to form a plan just right for you.
Our Track Record
These are typical, real-world results that members can expect.
| Year | SPTR (1) | $USD Core | $USD Satellite | $CAD Core | TSP Growth | TSP Income | Absolute Return (2) |
|---|---|---|---|---|---|---|---|
| CAGR (5) | 2.6510 | 5.8090 | 12.3440 | 5.3870 | 4.4183 | 4.3710 | 7.1960 |
| 2011 | 2.11 | 9.95 | 7.23 | 3.44 | 2.97 | 2.37 | 5.35 |
| 2010 | 15.06 | 9.40 | 28.13 | 10.48 | 11.04 | 4.70 | 13.89 |
| 2009 | 26.46 | 4.53 | 20.38 | 11.53 | 11.37 | 5.37 | 14.38 |
| 2008 | -37.00 | -5.43 | -11.26 | -13.03 | -13.13 | -2.10 | -18.86 |
| 2007 | 5.49 | 11.68 | 13.96 | 6.54 | 8.75 | 6.62 | 9.57 |
| 2006 | 15.79 | 6.22 | 20.96 | 13.91 | 11.50 | 7.62 | 11.35 |
| 2005 | 4.91 | 5.38 | 11.63 | 20.85 | 6.62 | 5.40 | 3.91 |
| 2004 | 10.88 | N/A | N/A | 11.32 | 10.25 | 6.74 | 11.20 |
| 2003 | 28.68 | N/A | N/A | 15.92 | N/A | N/A | 19.06 |
| 2002 | -22.10 | N/A | N/A | -19.46 | N/A | N/A | N/A |
| SD (3) | 5.4763 | 1.9173 | 4.0709 | 1.7448 | 2.0755 | 0.4494 | 3.0361 |
| AAGR (4) | 5.0308 | 2.5487 | 5.0417 | 6.1512 | 6.1040 | 3.7065 | 7.1668 |
(2) Absolute Return Strategy returns understated as dividends are NOT reinvested.
(3) 36-month standard deviation. The smaller, the better.
(4) Average annual growth rate since inception; used by most funds to hide "bad" years.
(5) Compound annual growth rate since inception; a more accurate estimation of performance. BACK TO TOP
U.S. Dollar Core ETF Strategy
This strategy is appropriate for retirement plans or individuals in the wealth-seeding phase.
- S&P 500 INDEX: SPY (or IVV) or VFINX or FSMKX or PREIX
- MSCI EAFE INDEX: EFA or VDMIX or FIENX or PIEQX
- 7-10 YEAR TREASURY BOND: IEF or VFITX or FIBAX or PRTIX
- TIPS BOND: TIP or VIPSX or FINPX or PRIPX
The holdings are adjusted once per month.
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U.S. Dollar Satellite ETF Strategy
This strategy is risk-oriented, and extends the U.S. Dollar Core strategy for individuals in the wealth-building phase to take advantage of additional asset classes and weekly tactical adjustments.
- RUSSELL 2000 INDEX: IWM or VEXMX or FCPGX or PEXMX
- MSCI EMERGING MARKETS INDEX: EEM or VEIEX or FEMKX or PRMSX
- 20+ YEAR TREASURY BOND: TLT or VBLTX or FLBAX or PRULX
- U.S. BASIC MATERIALS SECTOR INDEX: IYM or VAW or FSDPX or PRNEX
- U.S. REAL ESTATE INDEX: IYR or VGSIX or FRESX or TRREX
- GOLD: GLD or IAU or VGPMX or FSAGX or T. Rowe Price N/A
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Canadian Dollar Core ETF Strategy
This strategy is versatile. It is suitable for Canadian retirement plans and individuals in the wealth-seeding phase. The holdings are adjusted once per month.
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Thrift Savings Plan Strategies
These strategies are for individuals participating in the Thrift Savings Plan, a retirement savings plan for civilians who are employed by the United States Government and members of the uniformed services.
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The TSP Growth Strategy uses the F, C, S, and I Funds. The TSP Income Strategy uses the G, F, C, S, and I Funds. The holdings are adjusted once per month.
BACK TO TOPAbsolute Return ETF Strategy
This strategy is most appropriate for high net worth individuals and professionals in their peak earning years. The holdings can be updated more than once per week based on our proprietary metrics.
- All 9 Select Sector SPDRs: XLB, XLE, XLF, XLI, XLK, XLP, XLU, XLV, XLY
- Vanguard Extended Market ETF: VXF
- MSCI EAFE Index Fund: EFA
- MSCI Emerging Markets Index Fund: EEM
- SPDR Gold Shares
- CurrencyShares Swiss Franc Trust: FXF (or Swiss Francs in cash)
- Barclays 7-10 Year Treasury Bond Fund: IEF
- Barclays 20+ Year Treasury Bond Fund: TLT
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Membership
We provide concise analysis, strategies and exclusive tools. Choose from two options.
- Daily Market Pulse charts based on proprietary indicators and metrics.
- Daily member Round Table discussion, help desk and transcript.
- Weekly market analysis and commentary podcast.
- U.S. Dollar Core ETF Strategy, Canadian Dollar Core ETF Strategy, Thrift Savings Plan Growth Strategy, and Thrift Savings Plan Income Strategy updated monthly; red alert with a downside protection plan.
- U.S. Dollar Satellite ETF Strategy updated weekly; red alert provided.
- Periodic Special Reports.
- All benefits of self service membership.
- Absolute Return ETF Strategy updated daily and weekly; red alert with a downside protection plan.
- Informative third party research.
- Priority assistance and support by Teresa and Pete via email and Voxer for iPhone/iPad/Android.
- Weekly stock picks at TradeWithPete.com.
- KoralSystems for eSignal.
- Appropriate for professionals, business owners and high net worth individuals.
- Limited membership to ensure the highest caliber of personal service.
SELF SERVICE Membership is $250 PER YEAR. For your convenience, Amazon Payments sends a reminder ahead of each payment that includes a link to cancel the automatic billing. There are two other ways to resign your membership: i.) directly at Amazon Payments, or ii.) send an email prior to the billing date.
FULL SERVICE Membership is $250 PER MONTH. For your convenience, Amazon Payments sends a reminder ahead of each payment that includes a link to cancel the automatic billing. There are two other ways to resign your membership: i.) directly at Amazon Payments, or ii.) send an email prior to the billing date.
