TrimTabs offers five model asset allocation portfolios with varying levels of risk, ranging from conservative to aggressive. All of the leveraged model asset allocation portfolios have outperformed their benchmarks since their inception in August 2014.

The portfolios adjust their allocations of stocks, bonds, and commodities based on TrimTabs' proprietary research:

  • The equity allocations are adjusted based on the TrimTabs Demand Index and the TrimTabs U.S. Equity ETF Index.
  • The bond allocations are adjusted based on proprietary analysis of mutual fund and ETF flows.
  • The commodity allocations are adjusted based proprietary analysis of commodity ETF flows and proprietary technical analysis of the price action of these ETFs.

Each portfolio is available in a leveraged version and an unleveraged version. The portfolios are adjusted no more often than once per week.

By providing optimized combinations of equities, bonds, and commodities, the portfolios offer diversification and risk management in all market conditions. 

The TrimTabs Weekly Asset Allocation Report provides the positions of the portfolios each week. To view a sample, please click here.



TrimTabs Investment Research, Inc. (TTIR) is not registered as an investment adviser with the Securities and Exchange Commission (SEC) or any state. It relies on the "publisher exclusion" from the definition of an investment adviser under Section 202(a)(11) of the Investment Advisers Act of 1940 and corresponding state laws. TTIR provides bona fide research services and investment newsletters that are generally available for subscription by the public. It does not provide any personalized advice. 

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