Money Flow ETF Portfolios MoneyFlow & Relative Performance Stock Portfolio
Systematically Managed Passive Portfolios
How it all started
The Money Flow Model was created by Bob Brogan, CMT, during the 2000 Technology Bubble. He closely monitored the Money Flow Breadth of the NDX100 in the lead-up to the market peak in March 2000. As the Money Flows decreased, he warned his institutional portfolio manager clients to prepare for a bear market.
Enhancing the Money Flow Model
Terence Brogan, CMT joined the firm in June 2002 and has been inspired by stories of a groundbreaking market prediction. Over the past 20 years, he has worked tirelessly to develop and promote this strategy. The data below demonstrates that it remains an effective approach to market timing.
Money Flow Model 10-Year Performance
Money Flow Portfolio = +305.60% vs. S&P500 EW= +177.56%
Money Flow Model 5-Year Performance
Money Flow Portfolio = +106.79% vs. S&P500 EW= +80.97%
Money Flow Model 3-Year Performance
Money Flow Portfolio = +42.88% vs. S&P500 Equal Weighted= +22.51%
Large Cap
S&P500 Top 100 Money Flow & Relative Performance Stock Portfolio
10 Year, 52 Week rebalance, Buying Top 100 Money Flow & Relative Performance Stocks and Selling Bottom 20% of Rankings. 155% Active Return (Alpha) vs. S&P500
Mid-Cap
S&P400 Top 100 Money Flow & Relative Performance Stock Portfolio
10 Year, 52 Week Rebalance, Buying Top 100 Money Flow & Relative Performance Stocks and Selling Bottom 20% of Rankings. 89% Active Return (Alpha) vs. S&P400
Small-Cap
S&P600 Top 100 Money Flow & Relative Performance Stock Portfolio
10 Year, 52 Week Rebalance, Buying Top 100 Money Flow & Relative Performance Stocks and Selling Bottom 20% of Rankings. 86% Active Return (Alpha) vs. S&P600
Money Flow ETF Portfolio 24 Year Performance
Our 24-year Total Return +1,414.99 vs. S&P500 +407.42
Past 24 Years Money Flow Model Predicted Declining Markets
Our 24-year Money Flow Technology ETF Portfolio Total Return +2,242.28% vs. Technology Sector +779.99%
Money Flow Growth Portfolio
Money Flow Growth Portfolio
Money Flow Growth Portfolio
Our Money Flow Growth Portfolio is designed to give investors exposure to Growth during periods of market liquidity expansion while continuing to protect portfolios from excessive draw-downs during periods of liquidity contraction.
Money Flow Value Portfolio
Money Flow Growth Portfolio
Money Flow Growth Portfolio
Our Money Flow Value Portfolio is designed to give investors exposure to Value during periods of market liquidity expansion while continuing to protect portfolios from excessive draw-downs during periods of liquidity contraction.
Money Flow Core Portfolio
Money Flow Growth Portfolio
Money Flow Core with Bonds
Our Money Flow Core Portfolio is designed to give investors exposure to all Cyclical Sectors during periods of market liquidity expansion while continuing to protect portfolios from excessive draw-downs during periods of liquidity contraction.
Money Flow Core with Bonds
Money Flow Cyclical with Non Cyclical
Money Flow Core with Bonds
Our Money Flow Core w/ Bonds is designed to give investors exposure to all Cyclical Sectors during periods of market liquidity expansion while continuing to protect portfolios from excessive draw-downs with just Bonds during periods of liquidity contraction.
Money Flow Core with Gold
Money Flow Cyclical with Non Cyclical
Money Flow Cyclical with Non Cyclical
Our Money Flow Core w/ Gold is designed to give investors exposure to all Cyclical Sectors during periods of market liquidity expansion while continuing to protect portfolios from excessive draw-downs with just Gold during periods of liquidity contraction.
Money Flow Cyclical with Non Cyclical
Money Flow Cyclical with Non Cyclical
Money Flow Cyclical with Non Cyclical
Our Money Flow Core w/ Non-Cyclical equities is designed to give investors exposure to all Cyclical Sectors during periods of market liquidity expansion while continuing to protect portfolios from excessive draw-downs with just Non-Cyclical equities during periods of liquidity contraction.
Money Flow Portfolio
Money Flow Portfolio recommendations over the past 12-36-60 months
1 Year
12 Months
1 Year Performance
2 Year
36 Months
2 Year Performance
5 Year
60 Months
5 Year Performance
Money Flow Portfolio Vs. S&P 500 (SPY)