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.

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.

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.