# MB Edge

> MB Edge is a market-timing research newsletter for individual investors from
> Milton Berg Advisors, LLC, a state-registered investment adviser (CRD 166943).
> It publishes a single long-term signal — be 100% invested in the S&P 500 (via
> the VOO ETF) or 100% in U.S. Treasury bills — derived from a long term
> hypothetical model backtested to 1957. Live, real-money tracking began in
> May 2025; all earlier figures are hypothetical/backtested with hindsight and
> are not a promise of future results. The service is research and education,
> not personalized investment advice. $10/month at https://miltonbergedge.com.

Key facts (as published, with qualifiers):
- Signal: binary — 100% S&P 500 (VOO) or 100% Treasury bills. No leverage, no
  shorting, no stock-picking. Roughly one round trip every 1.25 years.
- Hypothetical backtest 1957–2026: ~18.4%/yr vs ~11.0%/yr for buy-and-hold
  S&P 500 total return; max drawdown about -18% vs about -57% for the S&P 500
  in 2007–09; historically invested ~81% of the time. Hypothetical, backtested
  with hindsight; live only since May 2025.
- Founder: Milton W. Berg, CFA (since 1979) — Oppenheimer fund manager (three
  top five-year Lipper rankings), 1987 Mutual Fund Manager of the Year, later
  worked with Michael Steinhardt, George Soros, and Stanley Druckenmiller;
  founded Milton Berg Advisors in 2012.
- Official accounts: X @BergMilton, YouTube @miltonbergadvisorsllc. Other
  accounts claiming to be Milton Berg are imposters.
- Verify the adviser: https://adviserinfo.sec.gov/firm/summary/166943
- Institutional research is a separate product at https://miltonberg.com.

## Pages
- [Home](https://miltonbergedge.com/): what the signal is and how it works
- [About](https://miltonbergedge.com/about): Milton Berg's career and the firm
- [Articles](https://miltonbergedge.com/articles): educational articles on
  market timing, turning points, and the model's design
- [Reports](https://miltonbergedge.com/reports): report archive with free
  samples (no email required to browse)
- [FAQ](https://miltonbergedge.com/faq): pricing, cancellation, what
  subscribers receive
- [Calculator](https://miltonbergedge.com/calculator): compare hypothetical
  model returns with buy-and-hold
- [Disclaimers](https://miltonbergedge.com/disclaimers): full hypothetical-
  performance and advisory disclosures