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Quant Lucid Alpha

Growth Risk
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MC fragile

Flagship Quant Lucid portfolio combining top-scored assets with automated trend-aware rebalancing. Built for paper trading and webhook execution.

57
Diversification

Diversification

57

Volatility Profile

7.1%

1.2936507936507935-year backtest

Horizon

3–5 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.

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Account value

$970.20

As of Sep 21, 2026 UTC

Total return

Cumulative since activation

-2.98%

Today's return

Since midnight UTC

0.00%

Tracking days

76

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.

Quant Lucid Alpha

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

Historical Performance

Simulated. 1.3-year daily MA200 → SHY trend filter at stated weights; next-open fills; paper one-way costs (15 bps) on entries/exits (22 holdings, as of 2026-09-18). 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

+11.6%

1.2936507936507935-year backtest

Volatility

7.1%

annualized

Net Sharpe

1.67

after paper fee + slippage

Max Drawdown

-2.8%

backtested

Sortino Ratio

2.51

return / downside vol

Gross Sharpe

1.75

before paper fee + slippage

VaR 95% (1-day)

-0.68%

historical, 5th-pctile day

CVaR 95% (1-day)

-1.00%

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

MA200 → SHY

Buy when MA stack aligned; exit to cash when broken

Risk Alerts

Defensive regime

VIX spike, DD halt — any business day

AI Rationale

Flagship top-40 composite-score portfolio with max-Sharpe weights, MA200 trend filter, 30% cap, and weekly rebalance. Aug 2026 dynamic-scoring harness: hist Sharpe 1.43, block P5 0.67 (MC fragile).

Bull Case

Strong walk-forward Sharpe and flagship score selection on headline backtest.

Bear Case

Slug-specific walk-forward harness fails MC promotion gate; optimization assumes stable correlations.

Behavior During Downturns

Per-holding trend exits and defensive regime overlays redirect to cash equivalents during elevated stress.

Holdings

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

SHYiShares 1-3 Year Treasury ETF
27.66%
SMHVanEck Semiconductor ETF
9.09%
XOMExxon Mobil
6.08%
XOPSPDR S&P Oil & Gas E&P ETF
5.84%
GILDGilead Sciences Inc.
5.18%
DEDeere & Company
4.89%
CVXChevron
4.78%
BENFranklin Resources Inc.
4.54%
ABBVAbbVie Inc.
4.16%
IWDiShares Russell 1000 Value ETF
3.32%
XLVHealth Care Select Sector SPDR Fund
3.17%
AAPLApple
3.07%
DBMFiMGP DBi Managed Futures Strategy ETF
2.84%
PFEPfizer Inc.
2.5%
QRVOQorvo
2.03%
DGROiShares Core Dividend Growth ETF
1.82%
SPYSPDR S&P 500 ETF
1.68%
IVViShares Core S&P 500 ETF
1.64%
VOOVanguard S&P 500 ETF
1.63%
EFAiShares MSCI EAFE ETF
1.56%
CMECME Group Inc.
1.31%
JPMJPMorgan Chase
1.21%
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.