DM—Signal
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What members see

The screens you check each month in the app. The first two show the free Basic-DualMomentum; the rest show the L1-Strategy A portfolios and the full list of portfolios in the Standard plan.

Each month

  1. 1The signal is set by the last close of the previous month
  2. 2It is published at the start of the month
  3. 3Check holdings and weights
  4. 4Rebalance if needed
  5. 5Wait for the next month end

2026-10: XLU → 2026-11: XLU (100%)

Dashboard: this month's signal, XLU at 100%, and the growth chart.
This month's holding, weight and growth (Basic-DualMomentum, free to view)
Monthly trade history: position, holding period, return and cumulative return for each month.
Every monthly switch and its result (Basic-DualMomentum, free to view)
Annual returns: a bar chart and table of year-by-year returns for L1-Strategy A-Defensive and SPY.
Year-by-year returns against SPY (L1-Strategy A-Defensive, Standard plan)
Risk and return metrics table: mean return, standard deviation, maximum drawdown and more for L1-Strategy A-Defensive and SPY.
Risk and return metrics side by side (L1-Strategy A-Defensive, Standard plan)
Compare chart: growth of L1-Strategy A-Aggressive, -Balanced, -Defensive and SPY on a log scale.
Growth compared on one chart (the three L1-Strategy A portfolios, Standard plan)
Drawdown chart comparing L1-Strategy A-Defensive with SPY.
Drawdown analysis (L1-Strategy A-Defensive, Standard plan)
Rolling return analysis: average, best and worst returns by window for L1-Strategy A-Aggressive and SPY.
Rolling return analysis (L1-Strategy A-Aggressive, Standard plan)
Compare summary: CAGR, Sharpe ratio, maximum drawdown and more for the portfolios in the Standard plan.
Compare summary of the portfolios in the Standard plan
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