Meridian Allocation classifies market regimes, sets target ETF allocations, and applies explicit risk controls to support calmer, more structured portfolio decisions.
Meridian Allocation is a rules-based macro allocation research service for serious self-directed investors who want a disciplined portfolio process rather than constant market commentary.
Each month, Meridian gives subscribers a structured allocation decision:
the current macro regime
target ETF weights
the risk posture behind the positioning
what would need to change next.
self-directed investors managing meaningful capital
long-term ETF allocators who value process over prediction
investors seeking a repeatable framework for adapting portfolio exposure
those willing to follow rules-based positioning across changing macro environments
This is not:
Not trading signals
Not performance guarantees
Not personalised financial advice
Not discretionary market commentary
Most macro content helps investors interpret markets.
Meridian is designed to help them position capital through them.
Subscribers are paying for a repeatable allocation process:
what to hold
why it is positioned that way
what changed
what would need to change next
Subscribers receive access to:
the current macro regime classification
target portfolio weights across ETFs and cash
the current risk posture, including volatility and drawdown status
a clear explanation of what changed, or confirmation when no changes occur
Founders Launch Access
Founding access will open first to waitlist members. Monthly subscriptions will launch first, with quarterly and annual options added later.
Quarterly and annual access will open after the Founders Launch.
Archived Monthly Packets
Selected past allocation packets are released on a delayed basis to show how Meridian Allocation behaves across changing macro conditions. Current-month allocations remain reserved for subscribers. Each archived packet includes the confirmed regime, target allocations, and monthly decision context.
February 2026
Confirmed regime: Overheating
Initial live paper allocation under the confirmed Overheating regime.
March 2026
Confirmed regime: Overheating
Weights adjusted modestly due to updated volatility estimates and risk scaling.
April 2026
Confirmed regime: Overheating
Raw signal shifted toward Stagflation, but confirmed regime remained Overheating pending second-month confirmation.
The framework evaluates four core inputs:
growth momentum
inflation trajectory
cross-asset confirmation
predefined regime rules
Each regime maps to a distinct allocation posture.
Allocations are risk-based, not capital-based.
Meridian Allocation is built on:
Process over prediction.
Discipline over emotion.
Risk management before return.
Transparency through drawdowns.
Consistency across regimes.
Refund Policy
Refunds are available within 7 days of subscription start
No refunds are available after the first packet is delivered
Quarterly subscriptions are refundable within 7 days of the initial payment only
Annual subscriptions are refundable only before the first packet is delivered
DISCLAIMER
Meridian Allocation is provided for general informational purposes only and does not constitute financial advice. The publication does not take into account any individual’s financial circumstances, objectives, or needs. Past performance is not indicative of future results. All investment decisions remain the sole responsibility of the subscriber.