Portfolio Strategy for Individual Investors

Long-term investment success requires diversification, disclipine and cost control.

We offer three proven portfolio strategies for individual investors managing $25,000 to $250,000. The weekly report containing current allocations for all three model portfolios is published online for subscribers each Sunday. [SAMPLE ISSUE]

$195 PER YEAR. All sales are final. Subscribers are advised to seek out a reputable discount broker (such as Interactive Brokers) to reduce commission costs.
Performance as of April 30, 2008
Model Portfolio
April 2008
Year To Date
InVivo Conservative
-0.24%
+0.61%
InVivo Strategic
+2.24%
+13.49%
InVivo Ex-U.S.
+2.88%
+9.71%
Wiener Conservative
+3.80%
-4.50%
Wiener Growth
+5.90%
-4.00%
Prudent Bear
-5.60%
-.005%
Rogers Intl Commodities Index
+4.73%
+14.52%
Trader Vic S&P DTI
+.004%
+7.20%

High net worth individual may wish to diversify further. Feel free to contact us for additional information. Be sure to read our FREE eight-part series, Build Your Own Investment Portfolio.

InVivo Strategic Performance Portfolio

This model portfolio is rebalanced weekly, at the open on the first trading day of each week. Performance characteristics since portfolio formation indicate that this model is suitable for both trading accounts and aggressive retirement accounts.

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Total Return Since Portfolio Formation

Returns posted are for trading accounts using 50% margin or 1:1 leverage. Unleveraged retirement accounts experience half the gains and losses. For details, please refer to Chapter 8 of Build Your Own Portfolio: The Satellite Portfolio.

To implement this portfolio strategy, your account must be able to buy and sell the equivalent of the following five exchange traded funds:

  1. VXF: Vanguard Extended Market ETF
  2. EEM: MSCI Emerging Markets Index Fund
  3. TLT: Lehman 20+ Year Treasury Bond Fund
  4. GSG: S&P GSCI(TM) Commodity Indexed Trust
  5. FXF: CurrencyShares Swiss Franc Trust

InVivo Conservative Retirement Portfolio

This model portfolio is rebalanced monthly, at the open on the first trading day of each month. Performance characteristics since portfolio formation indicate that this model is suitable for retirement accounts where rebalancing frequency and investment choices are limited by the administrator.

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Total Return Since Portfolio Formation

Returns posted are for cash accounts. For details, please refer to Chapter 8 of Build Your Own Portfolio: The Core Portfolio.

To implement this portfolio strategy, your account must be able to buy and sell the equivalent of the following four exchange traded funds:

  1. SPY: SPDR S&P 500 ETF
  2. EFA: MSCI EAFE Index Fund
  3. IEF: Lehman 7-10 Year Treasury Bond Fund
  4. TIP: Lehman TIPS Bond Fund

InVivo Ex-U.S. Portfolio

This model portfolio is rebalanced weekly, at the open on the first trading day of each week. This portfolio is provided for those wish to avoid U.S. stocks and Treasury bills/notes/bonds; as such, higher volatility of returns than either the Strategic Performance or Conservative Retirement portfolios can be expected. Performance characteristics since portfolio formation indicate that this model is only suitable for cash accounts; do not use leverage.

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Total Return Since Portfolio Formation

Returns posted are for cash accounts.

To implement this portfolio strategy, your account must be able to buy and sell the equivalent of the following six exchange traded funds:

  1. IEV: S&P Europe 350 Index Fund
  2. EEB: Claymore/BNY BRIC ETF
  3. EWC: MSCI Canada Index Fund
  4. EWW: MSCI Mexico Index Fund
  5. GSG: S&P GSCI(TM) Commodity Indexed Trust
  6. FXF: CurrencyShares Swiss Franc Trust

Subscribe Today

Long-term investment success requires diversification, disclipine and cost control. Consistent with our mission to help men and women in their peak-earning years to secure their financial future and achieve their goals, our fee is $195 PER YEAR. Subscribers are advised to seek out a reputable discount broker (such as Interactive Brokers) to reduce commission costs.

High net worth individual may wish to diversify further. Feel free to contact us for additional information. Be sure to read our FREE eight-part series, Build Your Own Investment Portfolio.

For Your Mad Money…

Your retirement and investment portfolios are now rock solid, but hey, playing the market with some mad money can be fun and profitable. Since it is impossible for us to cover an entire universe of stocks, our relative momentum indicators — InVivo.RMI.Histogram and InVivo.RMI.Stops for Swing Trading — are available to Portfolio Strategy subscribers at no extra charge.

InVivo.RMI indicators are currently available for U.S. (NASDAQ, S&P 500, Russell 2000) and DJ Euro Stoxx 50 benchmarks. These indicators are specifically designed for swing trading stocks and can only be applied to daily charts.

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The InVivo.RMI indicators use eSignal data. For swing traders, eSignal End-of-Day is the most cost-effective at $295 per year, or $24.58 per month.