Principle 7

You Can Beat the Market

Even though we don’t believe in market timing, we do believe in outperforming the market, and that’s exactly what our strategies have been doing for a long time.

Our most popular core portfolio strategy (by “core,” we mean its design makes it appropriate for your entire portfolio), Fund Upgrading, has generated an average annual return of 8.3% from 2000 to 2014 vs. the market’s 4.7%.* 

One of our most popular optional add-on strategies (meaning it’s designed for use with just a portion of your portfolio), Sector Rotation, has not just beaten the market; it has trounced it, generating an average annual return of 15.2% from 2000 to 2014.

And our strategies have generated these returns without any attempt at predicting what the market will do next!

*Wilshire 5000