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 10.
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.
Dividend Income V2
Conservative·Stocks & ETFs
Optimized dividend-equity allocation with quality-factor ETFs and a defensive equity anchor. Drop-in replacement for Dividend Income with MC income-validated robustness.
Dividend Income Plus
Conservative·Stocks & ETFs
Income-oriented allocation with bond ballast for path robustness. Conservative bond sleeve plus dividend ETF tilt — the tradable variant of Dividend Income.
Conservative
Conservative·Stocks & ETFs
Capital preservation focus. Heavy bond and defensive allocation designed for lower volatility research profiles.
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.
Dividend Income
Conservative·Stocks & ETFs
Income-oriented educational allocation focused on dividend growers, yield ETFs, and REIT exposure.
Options Income
Conservative·Options
Dividend-oriented equity holdings enhanced with systematic covered call premium collection. Generates income while maintaining core equity exposure.
Collar Conservative
Conservative·Options
Conservative allocation with collar overlays on equity positions. Bounded risk and return via simultaneous protective puts and covered calls.
Capital Guard
Conservative·Stocks & ETFs
Capital preservation first. Blends investment-grade bonds, dividend growers, and quality equities — optimized for minimum volatility with MA100 trend protection.
Vigilant Asset Allocation
Conservative·Stocks & ETFs
Keller VAA-G4 breadth momentum — top offensive ETFs or LQD defensive. Research-only (Aug 2026: block P5 Sharpe 0.42).
All Weather Risk Parity
Conservative·Stocks & ETFs
Unlevered equal-risk allocation across growth/inflation economic buckets. Research-only (Aug 2026: block P5 Sharpe −0.29).
All Weather Hybrid
Conservative·Stocks & ETFs
Dalio economic-bucket ETF universe (equity, nominal bonds, TIPS, credit, gold, commodities) with max-Sharpe and an MA150 trend filter. Not levered Bridgewater All Weather — that process is the research clone all-weather-rp.