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.

Growth Finalist

Aggressive·Stocks & ETFs

-9.4% live

Live demo

Generation 6.2 growth book. 20% TQQQ, 126-day top-3 satellite, curve-slope filter, and a 200-day average filter. Research window 2010–2024: 21.99% CAGR, Sharpe 1.21, max drawdown −25.65%. Not Monte Carlo validated.

Horizon5+ years

View portfolio

Growth Finalist Fear Bump

Aggressive·Stocks & ETFs

-10.1% live

Live demo

The growth finalist, plus 5 percentage points shifted into TQQQ when QQQ’s 14-day RSI is below 40 at the month-end. Research window: 22.87% CAGR, Sharpe 1.21, max drawdown −26.40%. Not Monte Carlo validated.

Horizon5+ years

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.