Model Portfolios

3 featured books, plus the other models eligible for paper and live trading. Research books stay off this page. Showing 2.

Demo track record Portfolio Advisor

More tradable models

MC-validated stock and ETF models for paper and live trading. Conservative and Balanced still pass the 5-year gate; they do not beat SPY on a full cycle.

Connors RSI(2)

Balanced·Stocks & ETFs

-4.1% live

Live demo

Short-term SPY mean reversion — buy shallow oversold dips in long uptrends, exit on SMA bounce. MC-validated Aug 2026.

Horizon1–3 years

Net Sharpe (after costs)0.9–1.1

Max DD (backtest est.)-7% to -8%

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Golden Butterfly

Balanced·Stocks & ETFs

-7.2% live

Live demo

Tyler / Portfolio Charts five-asset lazy portfolio (VTI, VIOV, TLT, SHY, GLD) with max-Sharpe weights and MA trend filter. MC-validated Aug 2026 try-sweep.

Horizon5+ years

Net Sharpe (after costs)1.8–2.0

Max DD (backtest est.)-12% to -13%

View portfolio

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.