How BMR Works

A momentum-based asset allocation system designed by Dr. Ken Long

The 70/30 Blended Score

BMR ranks every asset by combining recent momentum (3-month return, weighted 70%) with sustained trend strength (6-month return, weighted 30%). This blend catches assets that are accelerating now while filtering out flash-in-the-pan moves that lack follow-through.

Rank
Sort your watchlist by the blended BMR score. The top-ranked assets have the strongest combined momentum.

Filter
Check the 4-month Cash Filter. Green light means the asset is above its 4-month moving average — safe to hold. Red light means step aside to cash.

Allocate
Select the top 3 qualifying assets. Allocate one-third of your capital to each. If fewer than 3 pass the filter, hold the remainder in cash.

Protect
Set a 10% trailing stop on each position. When a position gains 10%, tighten to a 5% trailing stop. This locks in profits while giving winners room to run.

Rebalance monthly. The entire process takes about 15 minutes. No daily monitoring required.

The 7 Screens

Each screen applies BMR to a different investment universe — from 11 sector ETFs to the entire TC2000 catalog

BMR Dow 30 screen — 30 stocks ranked by BMR score with Cash Filter lights

Screenshot coming soon

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BMR Dow 30

Invest in the strongest Dow 30 stocks using a systematic monthly rotation. The BMR score ranks all 30 components; the 4-month Cash Filter light tells you when to be in (green) and when to step aside to cash (red).

One monthly decision across America's 30 most recognized companies. No stock-picking intuition required — the ranking does the work.

BMR

BMR ETF 13

A curated list of 13 ETFs representing every major region of the world. The BMR score ranks them so you can see at a glance which region is leading. The 4-month Cash Filter keeps you out when conditions deteriorate.

Global diversification in one screen. See which region of the world has the most momentum this month — US, Europe, Asia-Pacific, Latin America, or emerging markets.

BMR ETF 22 screen — 22 ETFs including global regions and S&P sectors

Screenshot coming soon

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BMR ETF 22

Expands the ETF 13 list by adding S&P sector ETFs alongside global regions. More choices for the same monthly decision. When sectors are outperforming broad indexes, this screen shows you exactly which ones and by how much.

See whether you should be in a country index or a specific sector this month. The ranking answers the question the data tells you.

BMR ETF 32 screen — 32 ETFs across multiple asset classes

Screenshot coming soon

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BMR ETF 32

The widest curated ETF list — 32 ETFs spanning global regions, sectors, bonds, commodities, and real estate. For the investor who wants maximum diversification within the BMR framework.

When equities are weak, bonds or commodities may rank higher. This screen shows you when to shift asset classes — the system decides, not your opinion.

BMR ETF MAX screen — all TC2000 ETFs ranked with liquidity checklist

Screenshot coming soon

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BMR ETF MAX

Opens the BMR scoring to every ETF listed in TC2000 — thousands of choices including leveraged funds. Adds a liquidity checklist so you can filter out thinly traded names.

Maximum flexibility for experienced investors. Find momentum in niche ETFs that the curated lists miss — but with liquidity checks to keep you out of traps.

BMR Sector SPDRs screen — 11 sector ETFs ranked by BMR score

Screenshot coming soon

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BMR Sector SPDRs

Focus your monthly rotation on the 11 S&P sector SPDR ETFs. A simpler, more concentrated version of BMR for investors who want sector exposure without the complexity of individual stocks.

The simplest BMR screen. Eleven sectors, pick the strongest, hold until the Cash Filter turns red. Done.

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BMR All Sectors

See every sector ranked by BMR score, then drill into the strongest (or weakest) individual stocks within each sector. Pick the sector, sort the components by percent change, and select the one with the most momentum.

Two decisions, one screen. First: which sector? Second: which stock within that sector? The chart shows you the trend before you commit.

Who This Is For

The Busy Professional

You have a day job and 15 minutes per month for your portfolio. BMR gives you a repeatable system that doesn't require daily chart-watching or market opinions. Open TC2000 on the first of the month, follow the process, close it.

The Passive Investor Who Wants an Edge

You're comfortable with ETFs and index funds, but you know buy-and-hold leaves money on the table during downtrends. The Cash Filter keeps you in during uptrends and moves you to cash before the worst drawdowns.

The Active Trader Who Needs a Second System

You already trade intraday or swing. BMR is your long-term allocation layer — a set-and-forget system that compounds in the background while you focus on your active strategies.

BMR Bundle