Author: Muscular Portfolios

  • Get the Papa Bear Portfolio’s stats

    A new, fully disclosed investing strategy is joining the Mama Bear Portfolio, which was first revealed over one year ago. The new formula is called the Papa Bear Portfolio. Both strategies will be part of the forthcoming book Muscular Portfolios: Reduce Your Risk to Increase Your Investing Gains (2018) by Brian Livingston.

    The Papa Bear Portfolio is an easy-to-use plan in which the investor holds three low-cost exchange-traded funds each month out of a menu of 13 ETFs. The selected three funds are those with the strongest performance, as determined by a Momentum Rule. Like the Mama Bear, the Papa Bear remains 100% invested at all times, with no market timing, no active investing, and no requirement for the investor to form any opinion about the market.

    The new Papa Bear Portfolio page displays ETF rankings that are updated every 10 minutes during market hours. For more information, read Newsletter #5.

  • Statistics page is now available

    A Web page that reveals one of the model portfolios in the forthcoming book Muscular Portfolios (2018) is now available on this site. The service is free of charge.

    The page shows percentage allocations for the nine exchange-traded funds (ETFs) in the Mama Bear Portfolio, one of three investing models in the book. The statistics are updated every 10 minutes during New York market hours, with a delay of 20 minutes or more during active trading.

    The complete strategy rules for the portfolio are shown on the page. Statistics pages for the other model portfolios in the book will be added later in 2016.

    This project is an integral part of MuscularPortfolios.com, a disruptive technology that aims to drive the price of investing advice to zero. Individual investors, of course, may still need to hire experts on financial planning, wills, trusts, college savings, and other specialized topics — but basic portfolio design is now available for free.

    To use the information, see the Mama Bear statistics page.