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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 →

Core portfolios

Standalone strategies · diversified · long term core holdings

Diversified 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.

Flagship

Core 20

Our flagship 20-stock portfolio. Strong returns, smoother ride. The one we'd pick if we could only pick one.

Since Inception (May 2001)
Core 20
+2,089%
S&P 500 TR
+824%
13.09%
CAGR
+3.82%
Alpha
0.82
Sharpe
1.14
Sortino
Benchmark: S&P 500 Total ReturnView Details →
Aggressive Growth

Market Masters

High-conviction picks from the best-performing stock pickers in the world.

Since Inception (Aug 2007)
Market Masters
+1,740%
S&P 500 TR
+657%
16.72%
CAGR
+5.37%
Alpha
0.73
Sharpe
1.07
Sortino
Benchmark: S&P 500 Total ReturnView Details →
Enhanced Manager Strategy

Tepper Tactical

Built around one of the most legendary investors alive, enhanced with tactical risk management.

Since Inception (May 2001)
Tepper Tactical
+6,942%
S&P 500 TR
+824%
18.48%
CAGR
+9.21%
Alpha
0.65
Sharpe
1.14
Sortino
Benchmark: S&P 500 Total ReturnView Details →

Specialty portfolios

Sector ideas · sleeve allocation · not standalone

Read 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.

Specialty / Sector· sleeve allocation only

BioTech 10

Ten high-conviction biotech ideas with active risk management. Beats the XBI biotech ETF by 6% per year over two decades. A sleeve play, not a standalone strategy.

Since Inception (Feb 2002)
BioTech 10
+3,774%
S&P 500 TR
+964%
16.22%
CAGR
+6.01%
Alpha
0.34
Sharpe
0.54
Sortino
Benchmark: S&P 500 Total Return· sector: XBIView Details →
Coming Soon

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 May 20, 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.