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Macro Regime + Permanent Portfolio Tools
Personal Finance Tools
Portfolio Rebalancer
Debt Paydown Optimizer
Macro
Sherpa
Macroeconomic Regime Analysis + Permanent Portfolio Tools
US Macroeconomic Regime
US Growth + Inflation Cycle Trailing 2 Years
Top Assets by Regime
Ranked
*
by Monthly Geometric Average Return
Select Economic Regime:
Growth📈 Inflation📉
Growth📈 Inflation📈
Growth📉 Inflation📈
Growth📉 Inflation📉
Select Asset Type:
All
Traditional Only
Crypto Only
US Sector ETFs
EM Country ETFs
Top 100 ETFs (mkt cap)
S&P 500 Constituents
Nasdaq 100 Constituents
*
Minimum 12 months of history required for an asset to rank in a regime. Obviously past regime behavior is no guarantee of future (markets are non-ergodic systems!), but it can provide valuable context about the embedded bets in a portfolio.
About the Models
Trend Following
Bubble Risk
Macro Regimes