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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 20.

Demo track record Portfolio Advisor

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

-0.1% live

Live demo

Classic 60/40-inspired allocation balancing growth and stability across stocks, bonds, and alternatives.

Horizon5+ years

Net Sharpe (after costs)0.99

Max DD (backtest est.)-18.5%

Faber GTAA (5)

Balanced·Stocks & ETFs

+8.9%

Est. backtest

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.

Horizon3+ years

Net Sharpe (after costs)0.97

Max DD (backtest est.)-17.6%

Permanent Portfolio Hybrid

Balanced·Stocks & ETFs

+0.9% live

Live demo

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).

Horizon5+ years

Net Sharpe (after costs)1.00

Max DD (backtest est.)-19.7%

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

+0.9% 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%

Golden Butterfly

Balanced·Stocks & ETFs

-2.9% 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%

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.

Crypto Momentum

Balanced·Crypto

+0.0% live

Live demo

Selective crypto trend model (Sniper) that waits for MA-stack momentum plus bond liquidity and EUR/USD dollar-regime confirmation before deploying. Stays in USDC when the dollar is strengthening or trends break.

Horizon1–3 years

Net Sharpe (after costs)0.6–0.8

Max DD (backtest est.)-7.9% to -8.9%

Crypto All-In (45/30/25)

Balanced·Crypto bundles

-0.1% live

Live demo

Blended bundle: 45% Sniper, 30% Monthly, 25% Bounce with v3/v5 + SMA dip-cross bounce logic.

Horizon1–3 years

Net Sharpe (after costs)1.2–1.4

Max DD (backtest est.)-9% to -10%

Crypto All-In (Equal 1/3)

Balanced·Crypto bundles

+0.5% live

Live demo

Equal-weight blend: 33% Sniper, 33% Monthly, 33% Bounce with v3/v5 + SMA dip-cross bounce logic.

Horizon1–3 years

Net Sharpe (after costs)1.2–1.5

Max DD (backtest est.)-11.2% to -12.2%

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%

Value Moat

Balanced·Stocks & ETFs

-0.3% live

Live demo

Buffett-inspired quality portfolio. Optimizes weights across durable-competitive-advantage businesses — consumer franchises, financials, and staples — with MA200 capital preservation.

Horizon5+ years

Net Sharpe (after costs)0.0–0.2

Max DD (backtest est.)-12.4% to -13.4%

Quality Compounder

Balanced·Stocks & ETFs

+0.3% live

Live demo

Systematic Buffettology — ranks the scored universe by quality, valuation, and low risk, then optimizes weights with a long-term trend filter.

Horizon3–5 years

Net Sharpe (after costs)0.7–0.9

Max DD (backtest est.)-14.7% to -15.7%

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%

Contrarian Pulse

Balanced·Stocks & ETFs

-1.5% live

Live demo

Autopilot analog: Inverse Cramer (`contrarian-pulse`). Fades recent winners — quality and valuation over momentum — with Fear & Greed / GDELT regime scaling.

Horizon3–5 years

Net Sharpe (after costs)0.5–0.7

Max DD (backtest est.)-13% to -14%

White House Tracker

Balanced·Stocks & ETFs

-5.6% live

Live demo

Autopilot analog: White House Asset Management (`white-house-tracker`). Gov-adjacent defense, finance, and energy basket — research until federal ethics disclosure feed ships.

Horizon1–3 years

Net Sharpe (after costs)0.8–1.0

Max DD (backtest est.)-18.9% to -19.9%

Dual Momentum GEM

Balanced·Stocks & ETFs

-1.7% live

Live demo

Antonacci Global Equities Momentum — monthly relative (SPY vs VEA) plus absolute momentum hurdle (BIL). Research-only (Aug 2026 sweep: block P5 Sharpe 0.42).

Horizon3+ years

Net Sharpe (after costs)0.5–0.7

Max DD (backtest est.)-23.3% to -24.3%

TSMOM CTA Proxy

Balanced·Stocks & ETFs

-0.1% live

Live demo

Multi-asset time-series momentum with inverse-vol sizing across equity, rates, and commodity sleeves. Research-only (Aug 2026: block P5 Sharpe 0.18).

Horizon5+ years

Net Sharpe (after costs)0.6–0.8

Max DD (backtest est.)-17.5% to -18.5%

Faber GTAA (10)

Balanced·Stocks & ETFs

-0.1% live

Live demo

Expanded 10-asset Faber tactical universe with max-Sharpe optimization and MA trend exits. MC-validated Aug 2026.

Horizon3+ years

Net Sharpe (after costs)1.4–1.6

Max DD (backtest est.)-9.9% to -10.9%

Faber GTAA (13)

Balanced·Stocks & ETFs

-1.3% live

Live demo

Meb Faber 13-asset ticker list with daily max-Sharpe weights and MA150 exits — not Faber’s published equal-weight 10-month SMA rule, and not the live Cambria GTAA ETF.

Horizon3+ years

Net Sharpe (after costs)1.5–1.7

Max DD (backtest est.)-7.8% to -8.8%

TSMOM Hybrid

Balanced·Stocks & ETFs

+0.7% live

Live demo

Multi-asset time-series momentum ETF universe with max-Sharpe optimization and MA trend exits. MC-validated Aug 2026 — hybrid engine replaces rule-based TSMOM.

Horizon5+ years

Net Sharpe (after costs)1.2–1.4

Max DD (backtest est.)-8.5% to -9.5%

Golden Ratio

Balanced·Stocks & ETFs

+0.5% live

Live demo

Vasquez / Risk Parity Radio golden-ratio mix (VUG, VIOV, TLT, GLD, DBC, SHY) with max-Sharpe weights and MA trend filter. MC-validated Aug 2026 try-sweep.

Horizon5+ years

Net Sharpe (after costs)1.6–1.8

Max DD (backtest est.)-11.1% to -12.1%

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.