Model Portfolios
3 featured books, plus the other models eligible for paper and live trading. Research books stay off this page. Showing 11.
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
Classic 60/40-inspired allocation balancing growth and stability across stocks, bonds, and alternatives.
Faber GTAA (5)
Balanced·Stocks & ETFs
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.
Permanent Portfolio Hybrid
Balanced·Stocks & ETFs
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).
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.
Connors RSI(2)
Balanced·Stocks & ETFs
Short-term SPY mean reversion — buy shallow oversold dips in long uptrends, exit on SMA bounce. MC-validated Aug 2026.
Golden Butterfly
Balanced·Stocks & ETFs
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.
QQQ Bond Gold
Balanced·Stocks & ETFs
QQQ, intermediate Treasuries, gold, and managed futures. Max-Sharpe, SMA200, weekly rebalance, and a static trail on each sleeve. Growth-gate pass on the 5-year path ending Sep 24 2026 (block P5 0.92).
Growth Finalist
Aggressive·Stocks & ETFs
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.
Growth Finalist Fear Bump
Aggressive·Stocks & ETFs
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.