Model Portfolio Hub

Browse current trend-following allocations, explore curated model portfolios, design custom overlays with the AI Architect, and analyze historical efficiency.

Current Exposure Model Portfolios Custom Builder Historical Exposure Efficiency Matrix

Current Exposure Leaderboard

Conservative Models Low Risk

Balanced Models Moderate Risk

Aggressive Models High Risk

Exposure Color Scale

0% (Cash/Hedged) 30% (Partial) 70% (High) 100% (Fully Invested)

Strategic Investing Portfolios

These pre-built strategies are optimized for long-term capital appreciation and risk mitigation. They utilize slower trend-following filters to minimize turnover and are suitable for core wealth accumulation.

Tactical Trading Portfolios

⚠️ Notice & Disclosures: These strategies may employ tactical short-term parameters and/or leveraged exposure (e.g., QLD, TQQQ). They are designed to demonstrate high-turnover trading models and carry heightened volatility, slippage, and tracking error risks. Their allocations should be carefully scrutinized. They are suitable only for individuals with an exceptionally high risk tolerance who fully understand the mechanical risks of leveraged trend-following overlays.

Custom Portfolio Builder

Custom Portfolio Simulator

Interactive Multi-Asset Portfolio Simulation Engine

Construct a multi-asset portfolio mix on-the-fly. Choose your execution pathway below.

Input Mode:

MANUAL MODE Manually configure tickers, styles, and weights.

→ View Sample 20-Year Backtest (SPY/TLT/IAU)

Asset	Ticker	Strategy	Style	Weight (%)
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#5

Total Weight: 100%

Shareable Research: Custom portfolios are generated on-the-fly. The report URL contains your entire allocation configuration, allowing you to bookmark or share your research instantly without a login.

Historical Exposure Heatmap

Compare historical risk asset allocations across all portfolios side-by-side. The horizontal lanes show % invested (trend-following exposure) over the last 5 years. Gray represents cash, transitioning to dark green for fully invested.

Exposure Color Scale

0% (Cash/Hedged) 30% (Partial) 70% (High) 100% (Fully Invested)

Efficiency Selection Matrix

Each bubble plots a portfolio's 5-year risk-adjusted efficiency. Bubble size maps to Maximum Drawdown — smaller means less tail risk. The dotted line traces the systematic migration path from Buy-and-Hold to the trend-following overlay.

Foundational Research

The Rise Above: Visualizing the Efficiency of Trend-Following

Is your portfolio achieving genuine alpha, or simply increasing volatility for marginal returns? We analyze the Selection Matrix and why vertical scaling (Efficiency) carries more weight than linear growth (CAGR).

Read the Full Deep-Dive →

Methodology Note: Portfolio risk levels (Conservative, Balanced, Aggressive) are determined by the fundamental asset allocation and historical volatility of the underlying strategy members (i.e., the 'buy-and-hold' benchmark), rather than the optimized performance of the trend-following strategy itself. While trend-following significantly mitigates realized drawdowns across all models, "Aggressive" portfolios maintain a structural growth tilt, whereas "Conservative" models are engineered to prioritize absolute return stability and capital preservation.