Research & Notes
The InvestLab Blog
Research, strategy deep dives and market notes — written by the person who runs the strategies, with the live numbers embedded.
Strategy explainers
Lean Balanced
Global stocks, long Treasuries, gold, and broad commodities — rebalanced once a year.
August 5, 20265 min read
Strategy explainers
Relative Momentum Top5
Nine asset-class ETFs, three rules. Each month it holds the five that are trending strongest — and *always* holds five, with no cash brake — so the portfolio is permanently invested in whatever is leading.
August 5, 202614 min read
Strategy explainers
Balanced Trend-Filtered
A fixed, equal-weight balanced portfolio of six asset-class ETFs — with one overlay: each month it switches any sleeve whose own trend has turned down into cash, and switches it back on when the trend recovers. The point isn't to beat stocks — it's closer to insurance: you ride…
August 5, 202614 min read