A rules-based hedging strategy that gained 39% through the Global Financial Crisis and 32% through the dot-com bust — a deep dive into what worked, what didn’t, and why.

29 min readLive strategyRead →

Strategy explainer · part of full access

Strategy explainerNo. 0514 Aug 2026

Dual Momentum Pivot5 — 15% Vol

The same monthly trend engine as Dual Momentum Pivot5, with one change: instead of equal slices it weights its holdings by risk and then scales the whole portfolio toward a 15% volatility target, borrowing up to 2× when the underlying mix is too calm to reach it on its own.

13 min readFull accessRead →

Strategy explainer · part of full access

Strategy explainerNo. 0614 Aug 2026

Lean All-Weather (Unlevered)

Global stocks, long Treasuries, gold, and broad commodities — a deliberately balanced split, rebalanced quarterly.

7 min readFull accessRead →

Strategy explainer · part of full access

Strategy explainerNo. 035 Aug 2026

Lean Balanced

Global stocks, long Treasuries, gold, and broad commodities — rebalanced once a year.

5 min readFull accessRead →

Strategy explainer · part of full access

Strategy explainerNo. 025 Aug 2026

Lean Aggressive

Lean equity-heavy: 70% global stocks with bond, gold, and commodity ballast — rebalanced once a year.

6 min readFull accessRead →

Strategy explainer · part of full access

Strategy explainerNo. 015 Aug 2026

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…

14 min readFull accessRead →

Strategy explainer · part of full access

Strategy explainerNo. 045 Aug 2026

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.

14 min readFull accessRead →

Monthly reviewNo. 014 Aug 2026

How InvestLab's Strategies Performed in July — and How They're Positioned for August

Tech cracked, bonds failed to protect — but both our core portfolio and tactical asset allocation strategies finished in the green.

9 min read2 live strategiesRead →

Deep diveNo. 024 Aug 2026

The Levered All-Weather Portfolio, Rebuilt for DIY Investors

A simple four-ETF (or futures) strategy that uses moderate leverage to target stock-like returns - while working in far more environments than stocks alone.

26 min readLive strategyRead →

Deep diveNo. 0115 Jun 2026

Dual Momentum Pivot5: the deep dive

The full guide to InvestLab’s tactical momentum strategy. Each month it ranks nine asset-class ETFs by trend, holds the five strongest, and steps into cash when trends turn down. Why a tactical layer, how it’s built, 35 years of evidence, why it works, when it fails, and whether it’s right for you.

23 min readLive strategyRead →

Building Your Investment Policy…

FoundationsNo. 021 Jun 2026

Building Your Investment Policy Statement (IPS)

There's no universally "best" portfolio — only the one most likely to get you to your goals. Before picking a single investment, you need an Investment Policy Statement: five decisions that anchor everything that follows. Here's the one-page version I use myself.

7 min readRead →

FoundationsNo. 0128 May 2026

InvestLab's Process

Risk isn't volatility — it's the chance you don't meet your investment goals. Everything in InvestLab exists to shrink that probability. Here's the three-layer process I landed on after fifteen years working the same question.

5 min readRead →