About BestFolio
Built by investors, for investors
BestFolio is an independent, founder-run project. It started with an engineer and investor who got tired of spreadsheets.
The background behind it: software engineering, data and quantitative finance, advanced degrees from European and American universities, and more than 15 years of hands-on investing in US and EU markets.
What started as a weekend project to automate our own portfolio rebalancing grew into something bigger. After months of backtesting, validating, and stress-testing 98 strategies against 30+ years of market data, we realized other self-directed investors could benefit from the same tools.
What we sell is research software and the monthly model allocations it produces: a subscription gives you each strategy’s published rules, its backtest, and the allocation it holds now. We do not hold your money, execute trades, or give individualized advice, and we do not make predictions. We implement published, documented strategies and give you the infrastructure to follow them systematically, with full transparency on methodology, data sources, and limitations.
BestFolio is self-funded, independent, and built with one goal: help disciplined investors stop guessing and start following the data.
Standing on the shoulders of giants
Most strategies on BestFolio build on decades of published research, from Nobel laureates to practitioners and community researchers.
Names are cited as the authors of the research BestFolio implements or builds on. None of them is affiliated with, has reviewed, or endorses BestFolio or its implementations. Linked names open the strategy page that documents the implementation and its source.
Most strategies are faithful implementations of their source. Some are documented adaptations (the variant’s page says what changed), and a few are BestFolio originals, such as Composite Momentum and VIX Shield, labelled as such. We test each against the longest market history the data allows, most of them 30+ years, and make them accessible. Every source, adaptation and methodology is documented in our Research Library.
What makes BestFolio different
Transparent methodology
Every backtest assumption is documented. No black boxes. See our Methodology page.
One business model, stated plainly
We sell research software and the model allocations it produces, nothing else: no custody of your money, no trade execution, no individualized advice, no fund. Self-funded, no VC. Our incentive is to build the best tool, period.
Research-first approach
Most strategies implement published research: academic papers, books, practitioner whitepapers and documented community work. Adaptations and BestFolio originals are labelled as such on their pages. No proprietary secret sauce.
Built for real portfolios
UCITS alternatives for EU investors, ETF preference system, multi-strategy blending, walk-forward validation. Tools for real-world implementation.
How BestFolio is made
We use AI tools to help with research, software development and writing. Everything we publish is reviewed by a person before it goes out.
Contact
For questions, feedback, or partnership inquiries: [email protected]
We typically respond within 24 hours.
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