Model Portfolios

3 featured timing books on the public shelf — the ones that beat SPY on a full Tiingo archive. Other MC-validated models stay tradable; research slugs stay in the lab. 46 additional models are demo track record only. Showing 7.

Demo track recordPortfolio Advisor

Research lab

Not available for paper or live trading — Monte Carlo path robustness is below the promotion gate or walk-forward validation failed. Each runs a forward $1,000 virtual demo account on the track record. Includes demoted Quant Lucid Alpha.

LEAPS Growth

Growth·Options

-1.3% live
Live demo

Capital-efficient equity exposure via deep ITM LEAPS calls. Frees ~70% of capital to SHY while maintaining trend-aware positioning on top-scored assets.

Horizon1–3 years
Net Sharpe (after costs)2.1–2.3
Max DD (backtest est.)-2.5% to -3.5%
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Options Income

Conservative·Options

+5.4% live
Live demo

Dividend-oriented equity holdings enhanced with systematic covered call premium collection. Generates income while maintaining core equity exposure.

Horizon3+ years
Net Sharpe (after costs)0.0–0.1
Max DD (backtest est.)-12% to -14%
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Protected Equity

Balanced·Options

+0.0% live
Live demo

Growth equity allocation with regime-triggered protective put hedging. Runs unhedged in normal markets; activates puts in caution/defensive regimes.

Horizon1–3 years
Net Sharpe (after costs)1.5–1.6
Max DD (backtest est.)-18% to -20%
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Collar Conservative

Conservative·Options

+0.5% live
Live demo

Conservative allocation with collar overlays on equity positions. Bounded risk and return via simultaneous protective puts and covered calls.

Horizon3+ years
Net Sharpe (after costs)2.1–2.2
Max DD (backtest est.)-7% to -8%
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PMCC Alpha

Growth·Options

-0.9% live
Live demo

Poor Man's Covered Call on flagship scored assets. LEAPS long calls paired with short-dated OTM call sales for capital-efficient income and growth.

Horizon1–3 years
Net Sharpe (after costs)5.4–5.6
Max DD (backtest est.)-1.5% to -2.0%
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Theta Regime

Growth·Options

-3.3% live
Live demo

Weekly credit spread basket across major ETFs. Sells bull put spreads below the 50-day SMA and bear call spreads above it — capturing premium when trends mean-revert.

HorizonWeeks
Net Sharpe (after costs)0.8–0.9
Max DD (backtest est.)-14% to -16%
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Premium Guard

Balanced·Options

+0.0% live
Live demo

Far OTM Bull Put Spread 40D. Systematic put premium on SMH and USO — 0.15 delta, close at 50% profit, 4% risk per trade. Sized for $1,000 accounts.

HorizonWeeks
Net Sharpe (after costs)0.9–1.0
Max DD (backtest est.)-31% to -33%
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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.