Money Flow ETF Portfolios MoneyFlow & Relative Performance Stock Portfolio
Systematically Managed Portfolios
Sector-Rotation ETF System That Beats Passive Benchmarks
Daily Signals Delivered to You
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.
Expanding the Vision
Rob Brogan, Jr. has helped bring the Money Flow Models to a broader audience by strengthening client relationships and translating signals into clear, actionable insights. His work keeps the strategy practical and accessible for today’s investors.
Money Flow Model Outperforms S&P 500 Equal Weight
Nine-year performance and risk statistics: Money Flow Model vs. S&P 500 Equal Weight Index
The Money Flow Model acts as an offense ‑vs‑ defense sector‑
The Money Flow Model acts as an offense‑versus‑defense sector‑rotation overlay that has delivered meaningfully higher returns and better risk‑adjusted performance than an equal‑weight S&P 500 over the past nine years
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 Model 10-Year Performance
Money Flow Portfolio = +246.04% vs. S&P500 EW= +130.74%
MFlow Model 9-Yr Performance
Money Flow Portfolio = +255.59% vs. S&P500 EW= +158.45%The Money Flow Model has outperformed the S&P 500 Equal Weight Index over 9 years with higher returns, smaller drawdowns, and modest turnover, using a simple binary bull/bear framework to rotate between offensive and defensive sectors.
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&P 500 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&P 400 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&P 600 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 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
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 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 Model 1-5 years
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)
Money Flow Model
Market Predictions You Can Trust
Out-of-Sample Performance
(Jan 1, 2017 – Dec. 20, 2025)
- ✅ 90% accuracy predicting down markets
- Our model is tested on unseen data, proving reliability in real-world market conditions
🚀 Get Started with the Money Flow Model
Start Receiving Daily Risk Signals Today
Systematic. Rules-Based. No Emotion.
The Money Flow Model delivers:
- 📊 Daily market risk signals
- 🔄 Sector-rotation ETF positioning
- ⚠️ Early warning indicators for down markets
- 📈 Long-term systematic framework
Built for professionals who want structure — not opinions.