Objective research to aid investing decisions
Value Investing Strategy (Strategy Overview)
Allocations for February 2026 (Final)
Cash TLT LQD SPY
Momentum Investing Strategy (Strategy Overview)
Allocations for February 2026 (Final)
1st ETF 2nd ETF 3rd ETF

Strategy Performance Tools

See how SACEMS and SACEVS strategies have performed over any time period, then experiment with different portfolio blends to find the mix that fits your goals.

Choose a date range and toggle strategies on or off to compare cumulative growth of $10,000. The stats below the chart show CAGR, max drawdown, and final value for each selected series.

Subscriber-Only Tool

Blend SACEMS momentum with SACEVS value strategies and see combined performance metrics.

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