PRW Model Portfolios Subscription
For specific ETF recommendations for US-based investment portfolios, get my PRW Model Portfolios subscription.
It's a handy-dandy service for DIY investors with easy-to-follow ETF lists and suggested portfolio weights:
Serenity Portfolio - a balanced, low-risk portfolio for investors who seek both, growth opportunities as well as income, with a time horizon of more than 3 years, suitable for accounts of $100K or more
Serenity Light - a version of the Serenity Portfolio that is easier to implement and maintain, usually consisting of only about five positions, suitable for account sizes of less than $100K
Serene Simplicity - an even easier-to-manage version of the Serenity Portfolio with usually only two positions, suitable for all account sizes, especially as augmentation for retirement account situations managed by third parties such as 401(k)’s or 403(b)’s
The subscription includes:
Guidance to help you select the portfolio version that’s right for you in the form of a generally valid decision tree or similar.
Detailed Instructions to help you implement the selected portfolio — all by yourself.
Two live online group rebalancing trainings per year with the chance of a hot seat.
Our easy-to-use rebalancing spreadsheet.
Timely information about any updates to the model portfolios.
Who is it for?
The PRW Model Portfolios subscription is suitable for beginning as well as advanced DIY investors who want to grow their capital and create portfolio income for the long term — without the need for time-intensive research.
What it’ll do for you?
1) You get access to portfolios created by an experienced professional at a fraction of the cost of hiring one
2) You get templates for your long-term investing that are easy to use and low-maintenance so you always know what to do and, sometimes more importantly, what not to do
3) You don't have to do any more research which saves you lots of time for the things you’d rather do
A Note about Risk
This service isn’t about “getting rich quick and guaranteed”. Investing entails risks and takes time to pan out.
One of the best ways to manage those risks is to invest across multiple uncorrelated asset classes globally.
My special expertise is in building ETF investment portfolios for people and organizations. I combine asset classes to shape portfolios that experience lower volatility than the broad stock market (e.g. S&P 500), even if some individual securities within each portfolio fluctuate more if looked at in isolation.
Each model portfolio includes a description of major risks as well as in what situations and for what type of investors it is generally suitable.
Although I try to design my model portfolios to minimize ups and downs whenever possible, investors must be able to stick with a particular investment strategy and sit out drawdowns.
What sets apart a successful investor from an average one is this: The successful investor assesses their situation, researches different options of suitable portfolios, makes a decision, and then sticks with it through price fluctuations for the long term, as long as their investment objective and overall situation remain materially intact.
Get Access for $150 yearly
Before booking, make sure to access, save, and carefully review my Disclosure Brochure (PDF), Privacy Policy (page), and the Advisory Agreement (PDF) governing this offer to you. Contact me here with any questions about the service or these documents.
Then, if you understand everything in the Brochure and the Policy and agree with the terms and conditions of the Agreement, click “Get it now” below and make your first yearly payment. Cancel anytime.
By making a payment for this service, you agree with all terms and conditions of the above downloadable Advisory Agreement without signature or e-signature.