Institutional Market Framework for Professional Asset Allocators

A rules-based market framework designed to help professional allocators evaluate structural conditions, price behavior, and capital exposure across equities and ETFs.

The objective is not prediction.
It is disciplined alignment with market phase.

The 80–20 Allocation Framework

TRENDadvisor delivers a structured allocation model built for institutions, family offices, hedge funds, and professional asset managers.

The framework evaluates markets through measurable structural conditions rather than narrative interpretation.

Capital deployment is governed by a disciplined 80–20 long-to-short exposure model:

• Approximately 80% aligned with sustained primary trend participation
• Approximately 20% dedicated to risk control and defensive positioning during structural deterioration

This reflects how institutional capital is deployed across market cycles.

The Three Structural Measurements

Market complexity is distilled into three objective conditions:

 

• acuPRICE Scale – Structural price alignment across time horizons
• Internal Pressure Measurement – Momentum and capital expansion or contraction
• Capital Scale – Exposure discipline aligned with structural phase

 

Together, these components form a repeatable evaluation process for:

 

• Positioning equity portfolios
• Managing ETF exposure
• Adjusting capital allocation through transition phases
• Preserving capital during structural deterioration

 

The framework is built for full-cycle participation, not short-term speculation.

What This Solves

Professional allocators do not need more commentary.

 

They need:

 

• Structural clarity
• Phase recognition
• Exposure discipline
• Objective transition signals

 

The TRENDadvisor framework provides measurable structure for capital deployment decisions across evolving market conditions.

Book Endorsements

Ralph Acampora
And it is authors like Chuck Dukas who continue to raise the bar for all of us when he writes that technical indicators will act differently during the six stages of his Market Phase Analysis. He wants his readers to understand that we should all approach the market with a trading plan and the discipline to carry out that plan. Enjoy Chuck’s book, I certainly did.
Tom DeMark
President, Market Studies, Inc.
Identifying a market’s trend, defining a process to time entries and exits, and applying a prudent money management approach are all essential components to consistent long-term trading and investment success and profitability. With clarity and detail, Chuck Dukas presents a much needed prescription to introduce these important elements into one’s trading regimen. This book is essential reading for anyone who operates in the markets and intends to be a survivor.
John Bollinger
CFA CMT
Chuck Dukas has developed an interesting life-cycle framework for equity analysis rooted in traditional technical analysis concepts that harkens back to the pioneering work of Stan Weinstein. Model builders will no doubt be anxious to test these ideas in the crucible of the markets.
Mike Epstein
Visiting Scholar, MIT Laboratory for Financial Engineering
This book, The TRENDadvisor Guide to Breakthrough Profits, not only is a valid comprehensive guide to exploiting profit opportunities in modern equity markets, but also has the virtue of being written by a seasoned professional with a real time record of doing just that. This is no ‘pie in the sky’ wanna-be trader’s hope chest, but a well thought-out, clear exposition of how equity markets actually work, and how to make money from them

Testimonials

TRENDadvisor’s fully automated position and swing trading system software is designed to deliver high probability trades.

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