Monthly model portfolios for self-directed investors.
Choose from three portfolios:
Each comes with monthly holdings, target weights, and reports. You manage your own account, decisions, and trades.
Free Personal founding access. No credit card required. Access details.
Stock allocations come from the S&P 500. When the model signals increased market risk, it calls for moving out of stocks and into cash or a short-term Treasury-bill fund.
Research and model publication, not personalized advice. Past performance does not guarantee future results.
Risks, method, and practical details.
These models can lose value and are more concentrated than the broad market.
The Live Platform Record follows the actual production path. Individual profile records and research backtests are tracked separately.
You can observe a profile on paper first. Paper results cannot reproduce real losses or actual execution. Learn how.