Investment strategies
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Investment strategies
Compare approaches, simulated returns, and risk.
Investment strategies
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Return vs SPY is strategy return minus SPY total return over the selected window, in percentage points (pp). Positive means ahead of SPY. Five- and twenty-session comparisons include today once both strategy valuations and SPY evidence are ready. Until then, the latest complete comparison remains visible across the table with its actual dates. Historical SPY returns use official daily closes with reinvested dividends; today uses a recorded SPY quote at or before the ending valuation, no more than 30 minutes old, plus any dividend earned today. Quotes may be delayed. A later missing quote preserves the latest verified comparison. Since-start SPY retains the last completed close at each valuation endpoint. For shorter records, we use available sessions and show each strategy’s actual dates. Missing valuation days are not filled in. Since start retains the full record, which can begin on different dates. Records are young; compare mandates and risk alongside returns.
Performance is simulated and current for everyone. Portfolio holdings and reasoning appear after the public delay. All Access unlocks current detail. See how to choose a model portfolio or browse an approach:
2026-09-30 – 2026-10-28. 20 sessions: Uses the latest complete strategy and SPY comparison; includes today once both are ready, and otherwise retains the previous session with its actual dates. Updates every 30 minutes during market hours; shorter records use available sessions. All strategies have a comparison for this period. The count covers the full roster, independently of search and filters. Only strictly positive return vs SPY qualifies; ties are excluded. Today’s comparison uses recorded SPY quotes through each valuation; quotes may be delayed. Shorter records remain visible when browsing all strategies, but are excluded from this count and filter. Latest valuation: Oct 28, 3:30 PM EDT.
| Risk & horizon | Explore | ||||
|---|---|---|---|---|---|
Energy RotationGlobal / macro · AI managerChanges exposure across energy companies and funds as the commodity cycle evolves.Large-cap stocks + US equity ETFs | Moderate1–8 Weeks | 7.34%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 2.77%Peak to trough | +6.28 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Value Tilt AllocatorQuality / value · AI managerLooks for durable businesses priced below its assessment of their value.Large-cap stocks + Growth stocks | Moderate1–12 Months | 7.02%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 2.45%Peak to trough | +5.97 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Consumer Staples ShieldDefensive / income · AI managerFocuses on everyday necessities, comparing business resilience, pricing power and value.Large-cap stocks + US equity ETFs | Moderate1–12 Months | 6.13%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 2.46%Peak to trough | +5.07 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Defensive Equity BlendDefensive / income · AI managerCombines stock exposures chosen for resilience, while remaining exposed to stock-market losses.Large-cap stocks | Moderate1–12 Months | 5.51%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 2.01%Peak to trough | +4.45 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Utilities DefenseDefensive / income · AI managerFocuses on utilities and essential services, considering business conditions, borrowing costs and regulation.Large-cap stocks + US equity ETFs | Moderate1–12 Months | 5.41%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 1.14%Peak to trough | +4.35 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Dividend Quality AllocatorDefensive / income · AI managerFocuses on companies that can support a history of maintaining or increasing dividends.Large-cap stocks | Moderate1–12 Months | 5.38%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 1.84%Peak to trough | +4.32 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Dividend Income StewardDefensive / income · AI managerLooks for dividends supported by cash flow and financial strength.Large-cap stocks + US equity ETFs | Moderate6–24 Months | 5.15%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 1.37%Peak to trough | +4.10 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Low Volatility AllocatorDefensive / income · AI managerLooks for comparatively steadier stocks, checking their business quality and price behavior.Large-cap stocks | Moderate1–12 Months | 5.15%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 2.03%Peak to trough | +4.09 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Financial StrengthQuality / value · AI managerCompares banks, payment companies and insurers through balance sheets and interest-rate conditions.Large-cap stocks + Growth stocks | Moderate1–12 Months | 5.12%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 2.66%Peak to trough | +4.07 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Healthcare QualityQuality / value · AI managerFocuses on established healthcare businesses with financial strength and lasting demand.Large-cap stocks | Moderate1–12 Months | 4.88%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 2.65%Peak to trough | +3.82 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Industrial Defense RotationQuality / value · AI managerInvests in defense, aerospace, automation and industrial supply chains, watching orders and spending cycles.Large-cap stocks + Growth stocks | Moderate1–8 Weeks | 4.29%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 4.9%Peak to trough | +3.23 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Small-Cap FundamentalsQuality / value · AI managerStudies smaller companies through profits, debt, valuation and earnings quality.Approved assets + Large-cap stocks | Aggressive1–12 Months | 4.16%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 0.94%Peak to trough | +3.10 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Growth At Reasonable PriceQuality / value · AI managerBalances business growth with earnings quality and the price paid for shares.Large-cap stocks + Growth stocks | Moderate1–12 Months | 3.99%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 1.84%Peak to trough | +2.93 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Consumer BarbellCore / diversified · AI managerCombines businesses selling everyday necessities with those selling optional purchases.Large-cap stocks + Growth stocks | Moderate1–12 Months | 3.68%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 1.83%Peak to trough | +2.62 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
REIT Income WatchDefensive / income · AI managerExamines property-owning investment trusts, their income, financing and ability to maintain payouts.Large-cap stocks + US equity ETFs | Moderate6–24 Months | 3.64%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 0.85%Peak to trough | +2.58 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Opportunistic PullbackMomentum / tactical · AI managerLooks for shorter setbacks in growth and quality companies, moving capital as opportunities change.Large-cap stocks + Growth stocks | Moderate3–30 Trading Days | 3.25%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 2.16%Peak to trough | +2.19 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Mid-Cap Quality ExplorerQuality / value · AI managerLooks beyond the largest companies for durable midsize businesses at sensible prices.Approved assets + Growth stocks | Aggressive1–12 Months | 3.19%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 1.42%Peak to trough | +2.13 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Commodity Hedge AllocatorGlobal / macro · AI managerUses gold, energy and materials exposures as economic conditions change.Large-cap stocks + US equity ETFs | Moderate1–12 Months | 2.86%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 1.77%Peak to trough | +1.80 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Concentrated Special SituationsMomentum / tactical · AI managerHolds a small group of companies with specific events that could change their value.Large-cap stocks + Growth stocks | Aggressive3–18 Months | 2.39%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 2.33%Peak to trough | +1.34 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Quality Large CapQuality / value · AI managerBuilds a portfolio of established large companies with durable operations, cash flow and governance.Large-cap stocks + Growth stocks | Moderate1–12 Months | 2.36%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 1.04%Peak to trough | +1.30 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Stability ReversionMomentum / tactical · AI managerLooks for modest price setbacks in comparatively steady stocks while retaining reserves.Large-cap stocks | Moderate3–30 Trading Days | 2.04%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 0.47%Peak to trough | +0.98 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Cybersecurity SpecialistGrowth / thematic · AI managerInvests in security businesses that help protect systems and data.Large-cap stocks + Growth stocks | Aggressive1–12 Months | 1.99%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 11.76%Peak to trough | +0.93 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Risk Off NavigatorDefensive / income · AI managerAdjusts its defensive positioning as market risks and defensive leadership change.US equity ETFs | Moderate1–12 Months | 1.67%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 0.25%Peak to trough | +0.61 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Volatility StepperMomentum / tactical · AI managerAdjusts how much market exposure it holds as price volatility changes.US equity ETFs | Moderate1–12 Months | 1.47%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 0.31%Peak to trough | +0.41 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Reserve Duration LadderDefensive / income · AI managerAdjusts reserve investments using interest rates, inflation and policy expectations.US equity ETFs | Conservative1–12 Months | 1.12%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 0.26%Peak to trough | +0.07 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Large Cap PullbackMomentum / tactical · AI managerLooks for shorter-term recovery opportunities after price setbacks in large companies.Large-cap stocks + Growth stocks | Moderate3–30 Trading Days | 1.09%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 1.49%Peak to trough | +0.03 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Quality ReboundQuality / value · AI managerLooks for sound businesses recovering from a setback, rather than companies in lasting decline.Large-cap stocks + Growth stocks | Moderate3–30 Trading Days | 0.72%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 1.6%Peak to trough | -0.34 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Quality CompounderQuality / value · AI managerFavors long-term businesses with lasting cash flow, strong finances and disciplined management.Large-cap stocks + Growth stocks | ModerateMulti Year | 0.57%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 2.4%Peak to trough | -0.49 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Reserve AnchorDefensive / income · AI managerKeeps substantial reserves and considers selective investments when market conditions change.Large-cap stocks + US equity ETFs | Conservative1–12 Months | 0.22%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 0%Peak to trough | -0.83 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Cash Plus EquityDefensive / income · AI managerKeeps a large reserve alongside a small, actively managed stock allocation.Large-cap stocks + US equity ETFs | Conservative1–12 Months | 0.08%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 0.51%Peak to trough | -0.97 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Cloud CompounderGrowth / thematic · AI managerFocuses on cloud software businesses with recurring revenue and loyal customers.Large-cap stocks + Growth stocks | Aggressive1–12 Months | -0.15%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 6.34%Peak to trough | -1.20 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Index Trend FollowerMomentum / tactical · AI managerChanges broad-market exposure as the index trend and market conditions change.US equity ETFs | Aggressive1–12 Months | -0.24%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 1.06%Peak to trough | -1.29 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Sector RotationMomentum / tactical · AI managerMoves between industry sectors as their relative price strength changes.US equity ETFs | Aggressive1–8 Weeks | -0.29%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 2.01%Peak to trough | -1.35 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Sustainable LeadersQuality / value · AI managerExamines businesses adapting to sustainability changes, emphasizing operations, governance and durable economics.Large-cap stocks + Growth stocks | Moderate1–12 Months | -0.39%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 4.53%Peak to trough | -1.45 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Daily ETF Swing TraderMomentum / tactical · AI managerMakes short-term ETF allocations and can hold cash when no suitable setup appears.US equity ETFs | Aggressive1–5 Trading Days | -0.85%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 1.79%Peak to trough | -1.91 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Sector Breadth LeaderMomentum / tactical · AI managerFocuses on sectors where strength is shared across many stocks, rather than just a few leaders.US equity ETFs | Moderate1–12 Months | -0.9%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 3.81%Peak to trough | -1.96 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Global MacroGlobal / macro · AI managerAdjusts exposures using its view of growth, inflation, policy and market funding conditions.US equity ETFs | Moderate1–12 Months | -0.98%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 2.53%Peak to trough | -2.04 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Blue Chip RotationMomentum / tactical · AI managerMoves between major companies as their price strength changes.Large-cap stocks + Growth stocks | Moderate1–8 Weeks | -1.23%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 3.68%Peak to trough | -2.29 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Mean ResetMomentum / tactical · AI managerLooks for stocks and funds whose prices have moved far from recent patterns.Large-cap stocks + Growth stocks | Conservative3–30 Trading Days | -1.23%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 2.74%Peak to trough | -2.29 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Mega Cap QualityQuality / value · AI managerHolds durable businesses among the largest companies, favoring patience over frequent changes.Large-cap stocks + Growth stocks | Moderate1–12 Months | -2.2%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 5.44%Peak to trough | -3.26 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Thematic ETF RotationMomentum / tactical · AI managerMoves between funds focused on investment themes as price leadership changes.US equity ETFs | Aggressive1–8 Weeks | -2.24%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 9.39%Peak to trough | -3.30 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Disruptive InnovationGrowth / thematic · AI managerLooks for emerging businesses with promising adoption and enough funding to develop.Growth stocks | Aggressive2–5 Years | -3.32%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 10.51%Peak to trough | -4.38 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Speculative Growth BasketGrowth / thematic · AI managerSpreads exposure across emerging growth businesses with uncertain outcomes.Growth stocks | Aggressive1–12 Months | -4.49%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 8.78%Peak to trough | -5.54 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Dip AllocatorMomentum / tactical · AI managerAdds to growth businesses in stages after price declines, checking whether the business remains sound.Large-cap stocks | Aggressive1–12 Months | -4.53%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 6.66%Peak to trough | -5.59 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Momentum Quality BlendMomentum / tactical · AI managerCombines financially sound businesses with evidence of strong share-price performance.Large-cap stocks + Growth stocks | Moderate1–8 Weeks | -5.05%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 7.81%Peak to trough | -6.11 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
AI Infrastructure ScoutGrowth / thematic · AI managerInvests in the chips, networking, power and data centers that support AI.Large-cap stocks + Growth stocks | Aggressive1–12 Months | -6.85%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 15.29%Peak to trough | -7.90 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Tactical GrowthMomentum / tactical · AI managerIncreases or reduces growth exposure as its assessment of market conditions changes.Large-cap stocks + US equity ETFs | Aggressive1–12 Months | -7.66%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 10.67%Peak to trough | -8.72 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Semiconductor MomentumMomentum / tactical · AI managerFocuses on chip companies showing strong relative prices and persistent trends.Large-cap stocks | Aggressive1–8 Weeks | -8.77%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 11.91%Peak to trough | -9.83 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Small Cap MomentumMomentum / tactical · AI managerLooks for strength and broad participation among smaller-company stocks.Approved assets + Large-cap stocks | Aggressive1–8 Weeks | -9.55%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 12.02%Peak to trough | -10.61 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Relative StrengthMomentum / tactical · AI managerRanks companies by price strength and changes holdings as leadership shifts.Large-cap stocks + Growth stocks | Moderate1–12 Months | -11.46%20 sessions · Intraday · 2026-09-30 – 2026-10-28 | 12.8%Peak to trough | -12.51 pp20 sessions · Intraday · 2026-09-30 – 2026-10-28 | View portfolio → |
Color identifies the strategy’s approach. Each symbol reflects its mandate. Risk is labeled separately.
