MacroFocus Portfolios is an Internet Investment Adviser under SEC Rule 203A-2(f) that Provides investment advice to all of its clients exclusively through an interactive website…. How does that work? See our Synopsis page.

What sort of investment advice do we offer? Our aim, since 2005, has been to evolve, for our own investments, a quantitative approach to investing that is relatively safe, easy to apply, and consistent with our risk tolerance. Since 2009 we have been tailoring our development to offer that capability to retail do-it-yourself investors. To these ends, MacroFocus has found it useful to measure the primary (yearly) market trends of the numerous mutual, exchange-traded, and closed-end funds representing many dimensions of diversity, in hopes of discovering, by this empirical method, where the persistent momentum is within this convenient medium of investment. We particularly like to combine this momentum approach with value where we can, and were pleased to see academic validation of this concept in the work of Asness, Moskowitz, and Pedersen as reported on MarketWatch and on Pedersen's website in slides or prose. This worked well from April 2005 to May 2008, yielding about 22% per year overall and 30% in some accounts. Since then, the methodology has been overcome by drastically changed global markets where correlations are very high both nationally and internationally, and volatility has approached the levels of the Great Depression. See our Actuals / Overall page for details on how we have fared in this environment.

Who would benefit from this type of service? This momentum approach requires a relatively high turnover rate from time to time, and so it works better for tax deferred accounts. We have models that cover a reasonable range of investment profiles, but nothing for the day trader or the mattress stuffer. See our Profile page to evaluate which model is best for you. The quantitative aspect of the methodology identifies momentum, but the due-diligence and the value aspect are not so well handled by computer models. While we are continually trying to infuse these aspects into our models, we will never replace the human in this respect. We are precluded, as an SEC Internet Adviser, from adding our human touch to our advice, so the beneficiary will be someone who is willing to check out the offerings and consider the trends and advice we publish freely in out Outlook page.

I'm interested, what next? There is no charge for access during a trial period of six months. Go ahead and register and we will set up your account for customized recommendations weekly. You can try it out with a virtual portfolio or a real one. You trade via your own broker and upload confirms or pseudo confirms so we know what your performance is and what to recommend for trades that are consistent with your position size and diversification requirements. You will also find our electronically-executed contract available for your perusal and execution any time you want to proceed.

MacroFocus is the sole proprietorship of Ed Verner. The pronouns we, us, and our on this site probably mean Ed Verner.