MODEL PORTFOLIO

A PORTFOLIO FOR ALL SEASONS

The Model Portfolio has been a long-time favorite of The Investment Compass.

The Model Portfolio can be “A Portfolio for All Seasons“ as it has characteristics that every investor should seek in a stock portfolio investment:

  • Liquidity
  • Diversification
  • Lack of Correlation
  • Performance
  • Simplicity – ease of management
  • Low fees
  • Income
  • Built-in Asset Allocation


What follows is not a solicitation of this portfolio or its components – it is intended for a demonstration of the effectiveness of our All-In (Secret Sauce) strategy and for informational purposes only.

The Model Portfolio is a portfolio investment of eight ETFs (Exchange Traded Funds). All of them are among the largest in the world and are all Principal Points of The Investment Compass.

ORIGINALLY, THE ‘INVESTMENTS’ WERE INDICES (THE ETF’S WERE NOT CREATED UNTIL YEARS LATER). ALL EIGHT ARE AVAILABLE TODAY AS ETFS, AS ARE THEIR INVERSE COUNTERPARTS.

A STRATEGY FOR ALL MARKETS

The “Buy-and-Hold” strategy is one that is employed my many investors, however, this strategy, in many markets, works only if the market invested in is in an uptrend.

The Investment Compass is not recommending the Model Portfolio. The Model Portfolio is used to demonstrate the effectiveness of the Secret Sauce..

Investment coaching is about teaching investment fundamentals and developing investment strategies.

If individual investors take investment fundamentals along with proven investment strategies to their Investment “game”, they will improve their investment results.

The Winner Circle Members will receive all buy and sell signs generated by The Investment Compass. They may do with those signs as they wish.

Winner Circle membership does not require members to take any action – that action is at their complete discretion.

Basically, Winner Circle Members are given a “look over the Coaches shoulder”.