For educational purposes only. Nothing on this site constitutes investment advice. Disclaimers
Model portfolios
Multi-Strat
Diversified multi-sleeve models balanced across strategies.
Annual rebalance
Alpha Quadrants
Advanced four-sleeve model, each pairing a shared growth-beta engine with a distinct alpha source: long/short equity, factor premia, systematic premia, and managed futures.
US Multi-Strategy
Diversified US-listed mix with intentional beta near 1.0.
US Alpha Stack
LETF-heavy core with trend, long/short equity, alternatives, and macro sleeves — beta near 1.0.
Return Stacked
Capital-efficient sleeves that add alpha without reducing equity exposure.
Buy & hold
LETF 2x
2x leveraged equity core paired with offsetting alternatives.
Annual rebalance
LETF 3x
3x leveraged equity core — advanced portfolios with amplified risk and return.
Annual rebalance
LETF Stack - 3x
3x S&P 500 leveraged core, advanced, paired with long-duration Treasuries, managed futures trend-following, and gold for cross-regime balance.
UPRO Premia Stack
3x S&P 500 core paired with systematic long/short equity and EM currency carry premia.
Factor
Equity factor portfolios — momentum, value, and quality.
Buy & hold
Trend / CTA
Managed futures and systematic alternatives as the primary alpha engine.
Annual rebalance
Risk Parity
All-weather diversification across equity, bonds, and real assets.
Buy & hold
Long/Short
Net-long long/short equity across US and global markets.
Buy & hold
Retirement
Bond-alternative and balanced-allocation models, each measured against its own benchmark.
Buy & hold
60/40 Alpha Stack
Unleveraged equity paired with long/short and trend diversifiers, built for lower drawdown than a traditional 60/40 without giving up return.
Bond Alternative
Five low-beta, non-equity-directional strategies built to outrun the aggregate bond index without equity-level risk.