PRODUCTS

RESEARCH PUBLICATIONS

Experience high-quality, institutional-grade research made accessible. Each tier is designed to enlighten and empower, functioning independently or as part of an integrated framework. Together, they pave your path to becoming a more self-reliant and informed investor.

Discover Our Three-Tiered Value Proposition

 

 

At VMF Research, we aim to do more than just offer buy-or-sell investment recommendations and ready-made portfolios. We're dedicated to elevating your financial acumen, transforming you into a savvy, self-reliant investor. Subscribing to VMF Research doesn't merely give you access to our market insights and carefully curated model portfolios... it marks the beginning of a comprehensive educational journey that illuminates the rationale behind every recommendation.

 

Our services are thoughtfully segmented into three distinct, yet interconnected, tiers, each meticulously designed to concentrate on a vital aspect of investment strategy:

 

Tier One: VMF's Strategic Asset Allocation

Recognizing asset allocation as the most crucial investment decision, this tier ensures you fully comprehend its significance. It provides comprehensive insights into our Strategic Asset Allocation model portfolio, coupled with a deep dive into the mechanisms and dynamics shaping our investment theses, thus empowering you to develop your own investment process.

 

Tier Two: VMF's Security Selection

Venturing beyond broad asset categories, this tier focuses on the specifics of individual securities that meet our stringent selection criteria for inclusion in our model portfolios. These portfolios are built around distinct rewarded risk factors—such as value, quality, momentum, among others—or are theme-based, tailored to leverage attractive secular trends.

 

Alpha Tier

Adopting a more active approach to portfolio construction, this tier incorporates market timing strategies and offers tactical, actionable trading ideas. Targeting alpha and absolute returns, it caters to investors keen on maximizing performance, including those open to exploring long and short exposures across various asset classes.

 

While designed to stand alone, the true power of our offerings is unleashed when combined, presenting a comprehensive investment framework. This holistic approach not only aims to enhance your investment acumen but also to expand your financial literacy, providing you with a robust toolkit to navigate today's dynamic financial markets successfully.

OUR PRODUCTS

VMF's Strategic Asset Allocation

Tier One 300€ per year

YOUR SUBSCRIPTION INCLUDES THE FOLLOWING:

 

  • 12 editions of our insightful financial letter on asset allocation, giving you a gateway to multi-asset investment ideas, each accompanied by a well-articulated investment thesis.

 

  • A robust Strategic Asset Allocation Model, complete with a disciplined rebalancing framework, and benchmarked against the esteemed Global Market Portfolio.

 

  • Tactical tilts towards rewarded risk factors and other market-beating phenomena.

 

  • Immediate, unrestricted access to our comprehensive archive.

 

  • Weekly updates to keep you abreast of market trends and adjustments.

 

PUBLICATIONS OVERVIEW:

 

  • Model Portfolio featuring a range of 25 to 30 meticulously selected positions.

 

  • Portfolios are primarily built around ETFs but can be enriched with mutual funds, individual stocks, bonds, commodities, and even crypto for a balanced approach.

 

  • A focus on long positions, complemented by an options overlay that can provide short exposure when market conditions warrant.

 

  • Model Portfolio built with an expected time horizon of at least 3 years. The longer the time horizon, the greater the likelihood of capturing the risk premium associated with each asset class.

VMF's Security Selection

TIER TWO 600€ per year

YOUR SUBSCRIPTION INCLUDES THE FOLLOWING:

  • All content from Tier 1: VMF’s Asset Allocation - think of it as your foundational layer of investment wisdom.

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  • 12 editions of our astute financial letter on security selection, offering model portfolios sculpted around rewarded risk factors such as value, growth, momentum, among others, as well as niche themes curated to exploit emerging trends.

 

  • An ‘Inner Circle’ of watchlists and monitors spotlighting Special Situations and under- the-radar companies inching closer to making our esteemed model portfolios.

 

  • In-depth Investment Theses for each position, granting you a behind-the-scenes look at our rigorous analytical process.

 

  • A specialized model portfolio focusing solely on short positions, giving you a full-circle investment strategy.

 

  • Immediate, unrestricted access to our exhaustive archive.

 

  • Weekly updates to keep your finger on the pulse of market shifts and portfolio adjustments.

 

PUBLICATIONS OVERVIEW:

 

  • Model Portfolios comprised of 25 to 30 rigorously vetted positions.

 

  • Portfolios mainly crafted from stocks and bonds but can be enriched with options strategies.

 

  • Predominantly long positions, balanced by our unique Short Opportunities Portfolio which zeroes in on short-selling tactics.

 

  • Model Portfolios architected for an expected time horizon of at least 1 year—the longer the time commitment, the higher the probability of reaping the risk premium unique to each rewarded risk factor.

ALPHA TIER

TIER THREE 1.800€ per year

YOUR ALPHA SUBSCRIPTION UNLOCKS EVERYTHING:

 

  • Includes ALL Tier 1 VMF’s Asset Allocation and Tier 2 VMF’s Security Selection content…

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  • 12 editions of our Alpha Financial Letter, curating our top actionable ideas from the broad universe of model portfolios featured in earlier tiers.

 

  • Detailed breakdowns of trade setups, offering a lens into the strategic thinking that drives each investment decision.

 

  • Comprehensive trading plans for every position, complete with tactical guidance on entry, exit, risk management, and profit-taking.

 

  • Instant, unrestricted access to our complete archive.

 

  • Weekly updates to keep you informed and responsive to market shifts.

 

PUBLICATIONS OVERVIEW:

 

  • Model Portfolios comprised of 15 to 25 carefully chosen positions.

 

  • Portfolio architecture incorporating a wide array of assets, including but not limited to ETFs, stocks, bonds, and options.

 

  • Capability to take both long and short positions, offering the agility to adapt to varied market conditions.

 

  • Model Portfolio designed with an expected investment horizon of at least one year— the greater the commitment, the higher the potential for alpha generation.

Lifetime

Secure your Lifetime subscription with an initial payment of 5.700€, plus a 300€ annual maintenance fee, ensuring ongoing access and updates

YOUR SUBSCRIPTION INCLUDES THE FOLLOWING:

 

  • Lifetime All-Access Pass: Enjoy uninterrupted access to all current and future offerings from VMF Research for as long as we remain in business (and we intend to publish high-quality research for a long time to come). This includes all content from Tier 1 VMF’s Asset Allocation, Tier 2 VMF’s Security Selection, and Tier 3 Alpha.

 

  • Future-Proof Your Investment Knowledge: Not only do you get lifetime access to current products, but you’ll also receive immediate and ongoing access to any new products or reports that VMF Research launches in the future.

 

  • Priority Access: Be the first to know about updates, new product launches, and exclusive events.

 

  • Lock in our current introductory prices, ensuring you’ll never pay more for any content we publish in the future!

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