Layouts › BMR

BMR ETF MAX

Production

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 who want to explore beyond the curated lists.

See Bundle Pricing

BMR ETF MAX

Choose from any of the ETFs listed in TC2000. Adds a liquidity checklist. Note that many leveraged ETFs are in the list.

Sequence of events
  1. Select from every ETF in TC2000 — thousands of choices including leveraged funds.
  2. Use the liquidity checklist to filter thinly traded names.
  3. Pick the highest-ranked symbol by BMR score, only if the 4-month Cash Filter light is green.
  4. If invested and the 4-month Cash Filter light turns red, exit and return to cash.
Signal
Top BMR rank + Cash Filter GREEN
Cash Rule
Exit when 4m Cash Filter turns RED
Rebalance
Monthly
Horizon
Monthly / long-term

BMR is a passive portfolio system — one decision per month, systematic risk control via the 4-month Cash Filter. MAX includes leveraged ETFs — use the liquidity checklist.

BMR ETF MAX

Choose from any of the ETFs listed in TC2000. Adds a liquidity checklist. Note that many leveraged ETFs are in the list.

Sequence of events
  1. Select from every ETF in TC2000 — thousands of choices including leveraged funds.
  2. Use the liquidity checklist to filter thinly traded names.
  3. Pick the highest-ranked symbol by BMR score, only if the 4-month Cash Filter light is green.
  4. If invested and the 4-month Cash Filter light turns red, exit and return to cash.
Signal
Top BMR rank + Cash Filter GREEN
Cash Rule
Exit when 4m Cash Filter turns RED
Rebalance
Monthly
Horizon
Monthly / long-term

BMR is a passive portfolio system — one decision per month, systematic risk control via the 4-month Cash Filter. MAX includes leveraged ETFs — use the liquidity checklist.

BMR ETF MAX with full TC2000 ETF universe

BMR  Layout

1.Select from components of a watchlist, in this layout it is the DOW 30.

  1. Pick from highest ranked Blended Monthly Rebalancing or BMR score, only if ‘4m Cash Filter’ light is green.

  2. If invested and ‘4m Cash’ Filter light turns red, exit and return to cash.

  3. Columns show returns over various period used in calculating the BMR score.

BMR ETF 13

The ETF 13 is a curated list of ETFs representing the major regions of the world. At the moment in late 2024 we see that US indexes are outperforming the rest of the world, while Nasdaq 100 ETF is outperforming all US indexes.

BMR ETF 22

The ETF 22 curated list adds a few of the S&P sector ETFs. With this investing population, the Consumer Discretionary ETF scores the best.

BMR ETF 32

The ETF 32 curated list adds more asset class investing options.

BMR ETF MAX

The ETF MAX options lets you choose from any of the ETFs listed in TC2000. It adds a liquidity checklist. Note many leveraged ETFs are in the list.

BMR Sector SPDRs

Choose from ETFs representing sectors SPDRs

BMR All Sectors

In the all sectors layout, pick the sectors based on the BMR score, then sort the components by percent change to pick the strongest or weakest.

Small Title

Included in
BMR BundleTrader's Desk