There exists eight (8) asset classes for the TVF Asset Allocation Model: U.S. Equiites (16), International Equities (8), Emerging Markets (6), Precious Metals (4), Bonds (7), Commodities (6), Real Estate (4) and Energy (4). The number in parentheses following each asset class refers to the amount of individual ETF's (Exchange-traded funds) that contribute to the overall performance of the asset class. The attributal weight of each asset class will vary from month-to-month.

 

ASSET ALLOCATION TREE MAP: YEAR-to-DATE

Equity Sector Research

There exists thirteen (13) equity sectors for the TVF Equity Sector Model: Discretionary (5), Energy (6), Financials (6), Health Care (6), Industrials (4), Infrastructure (4), Materials (5), Real Estate (4), Staples (5), Technology (5), Telecom (4), Utilities (6) and Water (4). The number in parentheses following each sector refers to the amount of individual ETF's (Exchange-traded funds) that contribute to the overall performance of the sector. The attributal weight of each sector will vary from month-to-month.

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Resources

Our founder has a BS in chemical engineering and is highly-advanced in mathematical modeling. He has been investing in the equiities market since 1986. Other firms are trying to lean away from directly aiding the retail investor while providing on-line tools that supposedly help him/her discover that next great investment. We view this approach as hands-off with little actual value to the end-user. We believe we provide a much better solution. 

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