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Model Portfolios

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

Demo track recordPortfolio 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.

Dividend Income V2

Conservative·Stocks & ETFs

+1.4% live
Live demo

Optimized dividend-equity allocation with quality-factor ETFs and a defensive equity anchor. Drop-in replacement for Dividend Income with MC income-validated robustness.

Horizon3+ years
Net Sharpe (after costs)1.2–1.4
Max DD (backtest est.)-14.7% to -15.7%
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Dividend Income Plus

Conservative·Stocks & ETFs

-6.3% live
Live demo

Income-oriented allocation with bond ballast for path robustness. Conservative bond sleeve plus dividend ETF tilt — the tradable variant of Dividend Income.

Horizon3+ years
Net Sharpe (after costs)1.7–1.9
Max DD (backtest est.)-9.3% to -10.3%
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Conservative

Conservative·Stocks & ETFs

-5.6% live
Live demo

Capital preservation focus. Heavy bond and defensive allocation designed for lower volatility research profiles.

Horizon3+ years
Net Sharpe (after costs)1.7–1.9
Max DD (backtest est.)-9.3% to -10.3%
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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.