Multi-Asset Portfolio · Momentum Compass

Stock-like returns. Without the stomach-churning risk.

One complete portfolio - stocks, bonds, gold and bitcoin - updated for you every month.

The thesis

Hold what works. Step aside before it breaks.

“Most investors don't lose money picking bad stocks. They lose it holding the wrong things at the wrong time.”

The Momentum Compass holds what the market rewards and steps aside before the trend turns. Since 1997 it has returned 8.6% a year, and never lost more than 8% in a year. You get the exact weights to follow, every month.

Inside the briefing

One clear allocation, every month.

Copy the percentages in about 30 minutes and you're done.

Oxford Momentum Compass · Monthly Allocation
Asset Allocation
Global Stocks 60%
Government Bonds 25%
Gold 10%
Bitcoin 5%
Rebalanced monthly · Next update: 1 August 2026
What you receive
A monthly briefing

Exactly what to hold, and what changed since last month.

Clear percentages

Follow them in about 30 minutes, then get on with your life.

An alert when things change

If the model changes course mid-month, you hear it first.

Start this month

Let the data drive your portfolio.

$9.90/mo

Enter your email and get this month's allocation the moment you subscribe.

Updated monthly. Cancel anytime.