Nemdhari LLC
Nemdhari LLC

Customized portfolio management for individuals and families, led by proprietary macro research, employer independence compliance, and long-term client relationships.

Customizedto each household's risk profile, spending needs and tax position, not to a model portfolio number.
Research-firstevery recommendation traces back to a dated note we published before the advice arrived.
Independenceyour employer's restricted list, checked against every proposed trade before you ever see it.
Relationshipsa small number of households, an hour together each month, held for years rather than quarters.

Compounding is what you keep after the falls.

Nemdhari runs its own macro regime model. It reads six cycles every month and decides how much risk is worth carrying, then cuts inside the month when funding, credit or trend turns. The aim is capital growth that a client can actually hold on to, in a portfolio shaped around their profile and the rules their employer imposes on what they may own.

Approach

Four things that make this different from a model portfolio

None of this is exotic. It is the part of the job most firms outsource, and we do not.

Native model

We built the engine

Macro Tide Core is ours: six cycles read from public data, a conviction score, a risk budget, and nine sleeves. It is not a licensed allocation or a rebadged third-party sleeve. Because we wrote every rule, we can explain any position and change the machine when the evidence says to, rather than waiting on a vendor.

Research-guided advice

The reasoning is published before the advice arrives

Each week the read is written up: what moved, what the cycles now say, and what would change our mind. Advice traces back to a dated piece of research you can go and reread, including the calls that did not work. Nothing we recommend rests on a view we never wrote down.

Tailored to the profile

Your portfolio is not the model portfolio

The model sets direction. Your holdings then account for your risk profile, what you already own and its tax position, and the income you need drawn. A client who spends from the portfolio carries a cash floor sized to their own spending and runway. You always see how far your book sits from the model, and why.

Employer independence

Your restricted list is part of the portfolio

Many of our clients work under independence rules: audit firms, banks, asset managers. We hold your firm's restricted list and check every proposed trade against it before you see it, so a recommendation is never something you are not permitted to own. Pre-clearance evidence is filed alongside the instruction.

Drawdown control

Three conditions can cut risk inside the month

The monthly read sets the risk budget. These three override it, regardless of the view, because the falls that end financial plans announce themselves in the plumbing before they show up in prices.

Funding stressWhen the cost of short-term money dislocates, collateral is being repriced. Risk comes down before the equity market agrees.
Credit stressWidening spreads mean lenders are repricing survival. Credit has been the earlier and more honest signal in every cycle we have measured.
Trend breakWhen price loses its own long trend the burden of proof shifts. We do not argue with it, and we do not wait for a month end to act.

Why this, and not more return? A portfolio that falls by half has to double to stand still, and most people do not stay invested long enough to find out whether it will. Controlling the depth of the fall is the highest-value thing an adviser can do for a long-horizon investor, and it is what this model was designed around from the start.

Vision

Advice that fits the person, not the category

Most advice is a questionnaire, a model portfolio and a quarterly statement. The interesting work sits in the constraints that make a client's situation genuinely theirs.

One client cannot own half the financial sector because of where they work, and needs that checked on every trade rather than attested once a year. Another is drawing an income, and needs that spending funded from something that cannot fall rather than from selling into a decline. A third holds a concentrated position they cannot sell yet, and a portfolio that has to be built around it.

Those constraints are inputs to the portfolio, not footnotes to it. We are building a practice where the model is transparent, the tailoring is explicit, and a client can see exactly why their holdings differ from the model and what that difference costs them. Clients keep their own accounts at their own broker throughout. We never hold assets and never trade them.

Research

The framework, in the open

Written for people who want to see the machinery. Education and market analysis, not advice and not a recommendation for any person.

This week

Methodology

Background

Earlier editions

Contact

Start a conversation

We take on a small number of households, and every one begins the same way: a conversation about what you hold, what you are permitted to hold, and what the money is for.

If your employer imposes independence or pre-clearance rules, say so early. That constraint shapes the portfolio more than almost anything else, and we would rather design around it from the first meeting.

More ways to reach us →

Email
[email protected]
Research
Published notes and framework
Existing clients
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