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Investment Advice Delivered. MacroFocus Portfolios provides investment advice through this website and associated notifications. We assist in the management of your portfolio by providing advice, but you make the final decisions, and execute the trades. This arrangement is convenient for a self-managed 401(k) and for many young professionals who are comfortable with web applications and don't want to pay thousands for face-to-face advice.

Our Approach (As It's Evolved). We utilize funds as they avoid company risk, are locally available, and cover a wide variety of investment categories (see Morningstar Category Classifications - United States). We have different approaches for what we call normal markets and abnormal markets. Normal markets are those that: (1) have generally been making new all-time highs without becoming significantly off (eg 10%) the latest all-time high, and (2) have not triggered our MacroFocus Meltdown Indicator. Abnormal markets are everything else.

During normal markets we use regression analysis based on performance as a function of various periods of past performance to select our Portfolio Recommendations. While we don't have client performance results, clients can get plenty of performance metrics on these recommendations from Morningstar, which should be applicable if they don't change portfolio positions too often.

During abnormal markets we strive to be in cash-like assets, such as Ultrashort Bond funds, on the way down, and in equities on the way up. However, markets are likely to be highly correlated, and it makes little sense to try to distinguish which funds to invest in as we would during normal markets. Instead we will invest in a broad market index fund(s). Once we enter abnormal market territory, we will tend to maintain this posture until we actually make a new all-time high.

To do this, we initially go to cash or cash-like assets and remain there until our Correlated-Market Turning Point Indicators are signaling a possible new bottom, which may be starting a bull-market rally. Then we will reenter the equities market with a broad market index fund.

Getting Started. Our services are free. Just request an account on the Contacts page