Model Portfolios
No single pair of shoes fits every occasion — and no single portfolio fits every investor. We build different portfolios for different goals, timelines, and comfort levels. All benchmarked against the S&P 500 Total Return.
Not sure where to start? Core 20is our flagship — strong returns with a smoother ride. It's the one we'd pick if we could only pick one.
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
+1,887%
S&P 500 TR
+722%
14.7%
CAGR
+2.2%
Alpha
0.78
Sharpe
1.17
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
+1,992%
S&P 500 TR
+590%
17.6%
CAGR
+5.1%
Alpha
0.81
Sharpe
1.15
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
+6,295%
S&P 500 TR
+742%
18.1%
CAGR
+7%
Alpha
0.63
Sharpe
1.12
Sortino
Benchmark: S&P 500 Total ReturnView Details →
Coming Soon
More Models in Development
New strategies including sector-specific models are being backtested and will launch in 2026.