mark_email_unreadMembership

Monthly Rebalancing Guidance for 29 Portfolios

Once a month, on the last trading day, members receive a concise signal email covering a curated set of portfolios in the database — exactly what to hold, rebalance, or adjust. No research required.

Top Sharpe Ratio

0.98

Defensive Asset Allocation

Top CAGR

16.1%

Vigilant Asset Allocation G4

Best Worst Year

-8.4%

Defensive Asset Allocation

Backtested from inception. Past performance does not guarantee future results.

What's included

email

Monthly signal email

Delivered on the last trading day of every month. Covers each portfolio in the membership — current allocation targets, any rebalancing needed, and a brief note on what changed.

database

Full database access

All 70+ portfolios with historical performance data, Sharpe ratios, max drawdown, rolling returns, and the full screener — free, as always. Membership adds the signal layer on top.

picture_as_pdfFree Report

How Index Fund Portfolios Performed in the Two Worst Crashes of the Last 25 Years

Download the free PDF — plus get monthly portfolio insights from PortfolioDB.

$19/mo

Cancel anytime. No hidden fees.

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What you get each month

What a signal looks like

mark_email_unread

April 2025 Trading Signals

Example

Accelerating Dual Momentum

SCZ100%

Composite Dual Momentum

GLD25%HYG25%REM25%SPY25%

GEM Dual Momentum

SPY100%

+ 26 more portfolios in the full signal email

Illustrative example only — actual signals vary each month based on portfolio rules.

Portfolios currently in the signal set

Additional portfolios are added periodically. Members receive signals for all portfolios in this list.

Not financial advice. Membership signals are informational and educational — they reflect rules-based portfolio logic, not personalized investment recommendations. Past signals are not a guarantee of future results. Please consult a qualified financial advisor before making investment decisions.