Model Portfolios
3 featured books, plus the other models eligible for paper and live trading. Research books stay off this page. Showing 4.
Featured shelf
Honest next-open allocation books: Balanced, Faber GTAA5, and Permanent Hybrid. Figures are the 5y honesty-gate path (signal at close, fill next open, 15 bps one-way). Pulse cover was pulled Sep 2026 — daily-close engine Sharpe is not the live TOD clock. Demo accounts for featured slugs are locked.
Balanced
Balanced·Stocks & ETFs
Classic 60/40-inspired allocation balancing growth and stability across stocks, bonds, and alternatives.
Faber GTAA (5)
Balanced·Stocks & ETFs
Meb Faber 5-asset global tactical allocation — max-Sharpe optimizer with per-asset MA100, a daily 6% trail exit, and Monday re-entry only when still above trend.
Permanent Portfolio Hybrid
Balanced·Stocks & ETFs
Harry Browne-inspired permanent portfolio (SPY/TLT/GLD/DBC) with max-Sharpe weights and MA trend filter. Honest next-open + 15 bps P5 1.12 (Sep 21 2026).
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.
QQQ Bond Gold
Balanced·Stocks & ETFs
QQQ, intermediate Treasuries, gold, and managed futures. Max-Sharpe, SMA200, weekly rebalance, and a static trail on each sleeve. Growth-gate pass on the 5-year path ending Sep 24 2026 (block P5 0.92).