We onsistently outperforms traditional 60/40 portfolios — with less volatility and faster recovery after drawdowns.
GET STARTED WITH C.O.R.E →| Year | S&P 500 | Model Portfolio |
|---|---|---|
| 2018 | -7.01% | +4.96% |
| 2019 | +28.71% | +23.40% |
| 2020 | +15.29% | +35.40% |
| 2021 | +28.79% | +28.79% |
| 2022 | -19.95% | +6.29% |
| 2023 | +24.73% | +23.44% |
| 2024 | +24.01% | +32.71% |
| 2025 (YTD) | -0.38% | +19.11% |
We believe smart investing starts with smart conversations. Use the FAQs below — or ask us anything directly.
C.O.R.E. GRID™ is built for serious investors who want a structured, data-driven framework to navigate markets — without relying on guesswork, noise, or outdated strategies. If you're managing your own capital and want to stay ahead of macro regime shifts, it's for you.
No. We translate complex macro signals into clear, actionable steps — without jargon.If you can dedicate 15–20 minutes a day to staying informed, you can use C.O.R.E. GRID™ effectively.
Most research reports what already happened. C.O.R.E. GRID™ focuses on real-time macro shifts, early cycle pivots, risk management, and execution clarity — helping you position proactively, not reactively.
Under 20 minutes. Each morning you’ll receive a Daily Macro Note, ETF Watchlist updates, and Risk/Execution guidance — all streamlined so you can take action efficiently without being glued to screens.
No. C.O.R.E. GRID™ is a research and positioning system — not a broker, not an automated trading service. You control your own accounts and trades based on our structured insights.
Yes. C.O.R.E. GRID™ is flexible: you can integrate our sector tilts, risk posture signals, and rotation ideas into your existing portfolio — or fully align with our guidance. You stay in control.
Absolutely. If you need help understanding a signal, adjusting positioning, or applying the process to your own situation, our team is here to assist — real answers, no jargon.