All Portfolios

AI Momentum

Growth Risk
MC fragile

Signal-driven allocation built from Quant Lucid Opportunity, Momentum, and Conviction scores.

73
Diversification

Diversification

73

Volatility Profile

17.9%

1.6904761904761905-year backtest

Horizon

1–3 years

Virtual Demo Track Record

Forward performance on our internal virtual $1,000 demo account since 7/1/2026. This is not customer capital and not your brokerage account.

Compare all portfolios

Account value

$952.00

As of Sep 23, 2026 UTC

Total return

Cumulative since activation

-4.80%

Today's return

Since midnight UTC

0.00%

Tracking days

78

Total Return History

Cumulative return since activation — the same metric as the Total Return card above. A rising line means recovery over time; it does not mean today's return is positive.

AI Momentum

Hover a date for cumulative and that day's return. For today's move, see Today's Return in the summary.

Historical Performance

Simulated. 1.7-year daily MA300 → SHY trend filter at stated weights; next-open fills; paper one-way costs (15 bps) on entries/exits (30 holdings, as of 2026-09-21). Not a live track record — paper and house-account blotters are the forward book.

Monte Carlo block-bootstrap P5 Sharpe is below 1.0 on 5-year daily returns — demo track record only; paper and live trading are not available.

Annualized Return

+66.2%

1.6904761904761905-year backtest

Volatility

17.9%

annualized

Net Sharpe

2.83

after paper fee + slippage

Max Drawdown

-9.4%

backtested

Sortino Ratio

6.27

return / downside vol

Gross Sharpe

2.87

before paper fee + slippage

VaR 95% (1-day)

-1.15%

historical, 5th-pctile day

CVaR 95% (1-day)

-1.78%

expected shortfall

Trading Logic

End-of-day signals only — no day trading. See full trading logic documentation.

Rebalance Schedule

Weekly (Mondays)

Drift > 5%

Min Holding

0 days

Before discretionary sells

Trend Filter

MA300 → SHY

Buy when MA stack aligned; exit to cash when broken

Risk Alerts

Defensive regime

VIX spike, DD halt — any business day

AI Rationale

Holds assets with the strongest combination of near-term opportunity signals, price momentum, and model conviction. Holdings may rotate as scores change.

Bull Case

In trending markets with strong signal agreement, may capture leading performers before broad recognition.

Bear Case

Momentum reversals and higher turnover can produce sharp drawdowns when sentiment shifts.

Behavior During Downturns

May rotate defensively if risk scores spike across holdings. Volatility can exceed balanced models.

Holdings

Holdings selected from live Quant Lucid scores and weighted via max-Sharpe optimization (research model).

MRKMerck & Co. Inc.
7.37%
SOXXiShares Semiconductor ETF
6.83%
CSCOCisco Systems Inc.
6.19%
SMHVanEck Semiconductor ETF
5.81%
DEDeere & Company
5.31%
BENFranklin Resources Inc.
4.89%
TMOThermo Fisher Scientific Inc.
4.68%
XOMExxon Mobil
4.47%
XLKTechnology Select Sector SPDR Fund
4.43%
CVXChevron
4.3%
AAPLApple
4.26%
GILDGilead Sciences Inc.
3.92%
SHYiShares 1-3 Year Treasury ETF
3.75%
GOOGLAlphabet
3.53%
GOOGAlphabet Inc. Class C
3.53%
NVDANVIDIA
2.48%
IWDiShares Russell 1000 Value ETF
2.48%
ABBVAbbVie Inc.
2.33%
PFEPfizer Inc.
2.2%
VZVerizon Communications Inc.
2.07%
MSFTMicrosoft
1.85%
QQQInvesco QQQ Trust
1.82%
QRVOQorvo
1.74%
DBMFiMGP DBi Managed Futures Strategy ETF
1.57%
IVViShares Core S&P 500 ETF
1.52%
VOOVanguard S&P 500 ETF
1.51%
SPYSPDR S&P 500 ETF
1.51%
AMZNAmazon
1.5%
EFAiShares MSCI EAFE ETF
1.07%
VWOVanguard FTSE Emerging Markets ETF
1.07%
Research software — not a fund or adviser. We do not take custody. Live orders stay in your brokerage. Not financial advice. Past performance does not indicate future results.