Looking for a different way to build an investment portfolio?
Some investors want more structure than picking stocks, more transparency than handing every decision to a manager, and a more active approach than holding the entire market unchanged. An investment model portfolio is one way to organize that search.
The rules define what can be selected, how investments are ranked, how many positions the portfolio holds, how they are weighted, and when the portfolio is reviewed. The model does not remove risk or guarantee a better return. It makes the decision process easier to inspect and repeat.
Different from picking stocks
A rules-based portfolio applies the same selection process each month instead of relying on a new story, tip, or prediction for every company.
Different from a broad index fund
A broad index owns a large portion of the market. A focused model can select a smaller group, which creates both the possibility of different results and the risk of greater concentration.
Different from alternative assets
“Alternative portfolio” can mean private equity, real estate, commodities, or cryptocurrency. Starting Index is not an alternative-asset portfolio; it selects individual stocks from the S&P 500.
Updated monthly
A monthly model portfolio reviews its rankings and publishes new target holdings on a regular schedule. Monthly does not mean every position must change every month.
- Can you explain what the model owns and why those investments are eligible?
- Are the selection, weighting, and rebalancing rules understandable?
- Is performance compared with an appropriate benchmark after realistic limitations?
- Are backtested, reconstructed, and live results labeled separately?
- Can you see drawdowns and weak periods, not only the strongest return?
- Does the concentration, turnover, and execution burden fit how you invest?
Starting Index ranks individual S&P 500 stocks using price-based momentum and publishes Core, Balanced, and Growth profiles with different concentration levels. The allocations are for subscribers; the public site tracks the Core performance record, Balanced performance record, and Growth performance record. You can also review the separate Live Platform Record, research evidence, and publication audit trail.
Educational information only. Starting Index is not personalized investment advice and does not promise to outperform a benchmark.