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Performance

How the filters were designed to work

We built our filters to work together. Because the service is new, we don't show a multi-year track record. Instead, we show how the filters were designed to work, applied to over three decades of historical market data. The table starts from our long-term relative value filter, then shows how the consumer strength and investor risk appetite filters narrow it.

Momentum and fundamentals aren't shown here, because they need live market data that can't be replayed. Core subscribers get momentum and fundamentals. Pro subscribers get all five filters, and choose which to apply to fit their own trading style and goals across several major asset classes.

The table below is intended to reflect a simulation of periods when alerts would have been sent if multiple screens were applied.

Jan 1992 through Apr 2026 -- shown with a delay so this page is never read as a live signal.

Pro subscribers see the latest data.

40 of 55 rows hidden
May 1998 – Aug 1999
1 yr 4 mo
Newmont Mining (NEM)
13 of 16 mo
6 of 16 mo
Sep 1999
1 mo
Gold
1 of 1 mo
1 of 1 mo
Oct 1999 – Nov 1999
2 mo
Newmont Mining (NEM)
2 of 2 mo
2 of 2 mo
Dec 1999
1 mo
Gold
1 of 1 mo
1 of 1 mo
Jan 2000 – Mar 2000
3 mo
Newmont Mining (NEM)
3 of 3 mo
3 of 3 mo
Apr 2000 – May 2000
2 mo
Gold
2 of 2 mo
2 of 2 mo
Jun 2000 – Jul 2001
1 yr 2 mo
Newmont Mining (NEM)
14 of 14 mo
9 of 14 mo
Sep 2006 – Dec 2007
1 yr 4 mo
Newmont Mining (NEM)
16 of 16 mo
16 of 16 mo
Nov 2008 – Feb 2009
4 mo
Nasdaq
4 of 4 mo
4 of 4 mo
Mar 2009 – Feb 2012
3 yr
Dow
36 of 36 mo
32 of 36 mo
Oct 2012
1 mo
Dow
1 of 1 mo
1 of 1 mo
Jul 2022 – Jul 2024
2 yr 1 mo
Newmont Mining (NEM)
7 of 25 mo
3 of 25 mo
Aug 2024 – Sep 2024
2 mo
Oil
2 of 2 mo
1 of 2 mo
Oct 2024 – Feb 2025
5 mo
Newmont Mining (NEM)
5 of 5 mo
5 of 5 mo
Mar 2025 – Apr 2026
1 yr 2 mo
Oil
14 of 14 mo
14 of 14 mo

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Dark green: the consumer strength filter supported this pick every month.
Light green: it supported part of the period.
No shading: it didn't.

Looking back, the filters pointed to three major rotations: into gold around 2000, into stocks around 2011, and back into gold around 2024.

Together, the long-term value, consumer strength, and investor risk appetite filters narrowed decades of market data to a few clear opportunities.

Gold and miners cluster as cheapest roughly 1999–2002 -- before gold ran about 7x.

Stocks cluster November 2008 – October 2012 -- Nasdaq then ran about 7x through 2024. Newmont (NEM) also appears cheapest within that same window.

Gold sector clusters as cheapest again, 2022–2025 -- GDX ran from $30 to over $100; GDXU roughly 10x.

Those are price moves in the funds and indexes themselves. Holding a real position also carries the fund's own expense ratio, whatever commission your broker charges — many charge none now — and tax on gains outside a retirement account.

Built to stay quiet. With every filter on, Rotation Alert only lets an entry through when long-run prices, the consumer, and investor appetite line up. Looking back, that kind of alignment was rare from about 2012 to 2022, so a fully filtered setup would have sent few alerts, if any, in those years. Long stretches of silence are part of the design.

We trade this ourselves. The operator of Rotation Alert trades this system in his own account. Orders there are placed only after subscriber alerts have been sent, never before them, and never into subscriber activity. The Terms set this out in full.

Where the record lives. The complete dated rotation history — every rotation, when it started and how long it ran — is in the dashboard, and the free trial opens it.

Most days, nothing happens.

The table above is three decades of waiting for a handful of moments. The alerts are how you hear about the next one.

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This is historical, backtested data, not a track record. The service is new, so no subscriber achieved these results in these periods. Data is revised, and some settings were chosen after seeing the history. This is not investment advice. Past patterns don't guarantee future results.