07/23/2026
Understanding the Business Cycle isn't just intellectually interesting.
It's one of the most powerful frameworks for investing!
If you know where you are in the cycle, you can position yourself in:
- The right asset class.
- The right equity sectors.
- At the right time.
A simple four-phase, Business Cycle-based investment approach has dramatically outperformed a passive investment in the S&P 500.
Performance since 1986
S&P 500:
• Total Return: +3,178% (9.4% CAGR)
• Maximum Drawdown: 50.8%
Business Cycle Phase & Sector Strategy:
- Total Return: +15,433% (14.0% CAGR)
- Maximum Drawdown: 22.1%
That's nearly 5x the cumulative return of simply buying and holding the S&P 500 - while experiencing less than half the maximum drawdown.
The challenge isn't identifying the winning sectors.
The challenge is knowing when the Business Cycle is turning - because that's when leadership changes.
That's exactly what we're building with .
Sounds interesting?
