Long-Term Investing & Macro Portfolios
The Sleep Well and A.W.A.K.E. Portfolios Are Fantastic at Achieving Strong Returns on a Consistent Basis While Requiring As Little As 5 Minutes Per Week
Our macro portfolios are being used by investors around the world to adjust to the ever-changing global economy and remain on the right side of financial markets.
There Is A Better & Easier Way For You To Manage & Invest Your Money
Most investment portfolios are static and don't take into account the current business cycle.
This can lead to large losses during down cycles and missed opportunities during up cycles.
Traditional investment portfolios are based on historic data which may no longer be relevant in today's economy.
These static portfolios can't adapt to the current market conditions, leading to increased risk and reduced returns.
Our Adaptive Macro Portfolios are self-adapting to the current business cycle.
Based on macroeconomic indicators, our portfolios reduce risk and improve return consistency across all market conditions.
By harnessing complex asset relationships and risk management our macro portfolios easily elude large losses taken in economic recessions like 2008, 2011, 2020, and 2022.
Simple to Set Up and Easy to Manage
The Sleep Well and A.W.A.K.E portfolios are designed with the retail investor in mind.
Managing a complex portfolio can be daunting and scary.
With today’s modern technology and our simplified process, managing a sophisticated diversified portfolio can be done in 5 minutes per week.
With the rise of ETF investing and electronic trading, the Sleep Well and A.W.A.K.E Portfolios can be used by nearly anyone with a computer and the drive to grow their investments in a risk-averse way.
How Does It Work?
Every Monday near the end of US market operations the allocations are posted and an email is sent out notifying members that they have been updated.
A.W.A.K.E. is updated approximately 30 mins before market close and is tracked with closing prices for returns.
Members then can choose to replicate the portfolio at their broker through their broker’s platform.
The Sleep Well Portfolio is updated after the market closes on Monday and uses opening prices for its results tracking.
Members then can choose to place GTC (good till cancel) orders or execute trades after the market opens on Tuesdays.
All calculations for share quantities are simple to calculate for any size accounts and are explained on the current allocations page.
What is The Difference Between The Sleep Well Portfolio and the A.W.A.K.E Portfolio?
The Sleep Well Portfolio
A non-leveraged strategy using six ETFs (exchange-traded funds) that are highly diversified or extremely uncorrelated to stocks.
The net result is a significant reduction in risk with a portfolio that returns general market returns over time.
The SWP outperforms both the traditional mixed portfolios that plague modern finance, the 60/40 stock/bond, and Risk Parity type “All Weather”.
A.W.A.K.E Portfolio
A modified, concentrated and leveraged version of the Sleep Well Portfolio.
The A.W.A.K.E. has a greater likelihood of concentrating in any one of the six ETFs that are utilized in our macro portfolios.
The A.W.A.K.E. also selectively leverages some of the ETFs. This is done by simply selling out of the single leveraged ETFs and buying the leveraged versions.
By leveraging up and down at opportunistic times the AWAKE can significantly outperform the SWP and still keep drawdowns lower than US equities.
See The Long-Term Performance
Draw Down Statistics