Qualified firms may request detailed model results, the signal records used to calculate them, the current methodology and model-version history, and supporting records and calculation review.
No single label should blur what was reviewed, what period it covers or what the result represents.
Each current model version has defined rules, an implementation date, approved changes and stated limitations. For the August 2025 NQ3 and Large Cap Leadership versions, the change record includes enhanced TSI use, polynomial-based calculations, a revised rotation cadence and separation between calculation and scheduled implementation.
MarketGauge.com and MG Pro distribute the same model signal process, and MGAM executes the applicable signals in managed portfolios. Retained instructions establish what was communicated, when it was communicated and which version was operating, including documented MarketGauge.com signal history predating MG Pro’s launch.
In 2023, Absolute Performance Verification independently validated the historical MarketGauge.com signal records covered by its report. MarketGauge continues to use the same signal-distribution process while refining its investment models. The professional package identifies the reviewed models, periods and procedures and distinguishes that review from any later internal review or MGAM account-performance record.
Professional adoption demonstrates real workflow use; it does not verify returns or constitute an endorsement of every claim.
A professional review should be able to answer why the process exists, what it believes, where it is vulnerable, who should implement it and which responsibilities remain with the receiving firm.
MarketGauge Pro turns market regime, leadership and risk evidence into research, licensed models and documented portfolio applications.
Focused exposure can express leadership when the mandate also defines sizing, stops, targets, cash, exposure limits and review rules.
Methodology, version history, signal records, result classification, benchmark, drawdown, liquidity and execution responsibilities are reviewed together.
Clear trends and differentiated decision drivers give the models useful evidence and a defined portfolio role.
Whipsaws, gaps, implementation delays and changing correlations can reduce or reverse the intended benefit. No model removes loss.
The receiving firm must retain suitability, execution and fiduciary responsibility. It is not a fit for a firm seeking outsourced trade execution or an unqualified performance promise.
The package is matched to the intended use and can include methodology, signals, version history, classified results, risk analysis and supporting verification.
An overview of the investment process, approved changes, implementation requirements, version history and material limitations. Public materials identify the nature of material changes but do not disclose proprietary formulas, TSI thresholds, polynomial calculations, exact rotation counts, calculation dates or implementation schedules.
Contemporaneous production instructions and delivery history, where relevant.
Model-level or blend-level results, result classification, period, benchmark, fees, pricing assumptions, production version, signal records, calculation methodology and stated verification scope—provided on request.
Trading responsibility, cadence, restrictions, supervision and receiving-firm workflow.
Concentration, cash, stop, scaling, turnover, liquidity and hypothetical-result risks.
Institutional references are available upon request, subject to client permission and confidentiality requirements.
Current methodology is evaluated alongside dated material changes and the earlier record; a revision does not automatically erase or restart history.
| Year | Business | What began |
|---|---|---|
| 1997 | MarketGauge Publishing | Research, education and tools delivered to self-directed investors. |
| 2013 | MarketGauge Asset Management | The advisory business for managed portfolios. |
| 2023 | MarketGauge Pro | The professional research and model-licensing business. |
These dates describe the businesses. Each model, model version and portfolio blend has its own start date and performance history.
We adapted models as market conditions and the global environment changed. The professional package explains each material change, its purpose and implementation date, and identifies the results before and after it. Earlier periods remain available with the relevant version clearly identified.
A portfolio blend has its own allocation, rebalance and version history. Component model records do not equal the blend record, and a backfilled combination remains hypothetical. Backtests, contemporaneous-signal model returns and actual managed-account results remain distinct evidence types.
Understand our history and performanceVerifier credentials: Wesley Western, founder of Absolute Performance Verification, is listed on the GIPS Standards Interpretations Subcommittee. This credential does not imply MarketGauge GIPS compliance or CFA Institute endorsement.
Execution prices can be more or less favorable than the model’s reference prices on any individual trade. Account returns also reflect fees, timing, allocations and cash flows. MarketGauge cannot verify subscriber or Pro client fill prices.
Review the signal history and performance distinctions