monthly trade signals
Ride the trend,
not the crash.
Momentum + low-cost index funds =
better returns, with shallower drawdowns.
Momentum — holding what's trending, leaving what's rolling over — is perhaps the most well-documented and durable edge in finance, proven across a century of data. And low-cost index funds have been shown to provide superior long-term returns to actively-managed alternatives.
We're a father and son team who have combined these strategies to create a simple, monthly trading system that beats buy-and-hold at a fraction of the drawdown. We publish our trades via our Substack newsletter, so you can benefit.
Trade just once a month, in the tax-advantaged account you already own, and sleep soundly.
Trade signals free through December 2026 — subscribe now, trade today.
Full-cycle returns that beat buy-and-hold.
We offer two models: Growth, optimized for total return, and Preserve for lower drawdowns in downturns. Each card below shows annualized return versus its benchmark — Growth vs the S&P, Preserve vs 60/40. Explore the full dataset, including individual trades back to 2006, on our models page.
Trade signals free through December 2026 — subscribe now, trade today.