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 8.
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.
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.