Model Portfolios
No single portfolio fits every investor. We publish two kinds: Core portfolios built to be run as standalone strategies, and Specialty portfolios — sector or thematic ideas that work as sleeves inside a diversified plan, not on their own.
Not sure where to start? Core 20 is the flagship. Strong returns with a smoother ride. The one we'd pick if we could only pick one.
Want a side-by-side? Compare every portfolio →
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Sector tilts, executed in ETFsSector Alpha
The sector-allocation layer of our methodology, executed in the eleven SPDR sector ETFs at the same weights as Core 20. Holdings auto-update when Core 20 rebalances.
Backed by 25 years of empirical research showing sector tilts alone beat the S&P 500 by 355 percentage points over the full Core 20 backtest window. Read the research →
Core portfolios
Standalone strategies · diversified · long-term core holdingsDiversified portfolios built to be the foundation of an individual investor's active sleeve. Run any one of them as your primary strategy. Backtested across multiple decades. Risk-managed.
Core 20
Our flagship 20-stock portfolio. Strong returns, smoother ride. The one we'd pick if we could only pick one.
Market Masters
High-conviction picks from the best-performing stock pickers in the world.
Tepper Tactical
Built around one of the most legendary investors alive, enhanced with tactical risk management.
Specialty portfolios
Sector ideas · sleeve allocation · not standaloneRead this before clicking through. Specialty portfolios are sector-concentrated or thematic ideas portfolios. They are not designed to be run as a standalone strategy. Volatility and drawdowns are meaningfully higher than Core portfolios. Best uses: a small sleeve (5-10%) inside a larger diversified plan, or a research watchlist for individual stock ideas. Sector strategies require longer time horizons and higher tolerance for drawdowns.
More Models in Development
New Core portfolios and additional Specialty sector models are being backtested. We'll publish them as they're ready.
Portfolio inception – present · benchmark: S&P 500 Total Return · data as of Apr 23, 2026 · How we calculated this →
Hypothetical, backtested performance based on the methodology applied to historical data. Members who execute the same trades may not achieve the same results due to timing, fees, taxes, and individual circumstances. Past performance does not guarantee future results.