Know what to hold
next month.
BestFolio runs 111 published strategies (89 tactical, 22 fixed allocations) and tells you the exact ETF allocations to hold, refreshed at every month-end. Documented methodology and robustness scores, with histories reaching back to the 1920s. UCITS alternatives included. You execute the trades at your broker. Designed for a short monthly review.
6 strategies free, no card. See this month's allocation in 60 seconds.
Read our methodology · New to this? Read our honest map · See what we reject
From self-directed investors using BestFolio
“I came to BestFolio looking for a way to distinguish genuinely robust strategies from impressive-looking backtests. It has given me a much better way to investigate that question, through walk-forward testing, drawdown analysis and strategy blending. What has impressed me just as much as the platform is the willingness of the team to engage seriously with difficult methodological questions. I’ve found it an invaluable research tool.”
Chris · UK, Pro subscriber
“BestFolio delivers the EUR performance evaluation and sharp analytics that European investors desperately need to manage tactical asset allocations. For my portfolio in Italy, being able to confidently evaluate strategies and portfolio compositions based on precise euro-based data and a real tax impact assessment is a massive advantage for both performance and tax efficiency. It removes a lot of the guesswork from dynamic portfolio management.”
Jacopo · Italy, Pro subscriber
“I’m always worried I’ll make a mistake entering orders by hand on rebalance day. BestFolio lets me write my own tools to automate the process, with a reliable, easy API. No more spreadsheets!”
Grant · US, Pro subscriber
Strategies based on research by
14-day money-back guarantee on your first payment. Refund terms and statutory rights.
How It Works
From browsing to rebalancing in three steps.
Browse Strategies
Explore tactical and fixed portfolio strategies, from Golden Butterfly to Dual Momentum. Filter by type, risk level, and investment style. New research published every month.
Build Your Blend
Combine multiple strategies into a single portfolio with custom weights. See blended backtest performance and diversification metrics.
Get Monthly Signals
Receive each strategy's exact allocations at the start of every month. See precisely what it holds, in what proportion, with no guesswork.
A BestFolio book
Tactical Asset Allocation for Beginners
The rules behind the signals, explained from zero: five strategies, each worked through on real months, including the ones where the rule was late, with spreadsheets to run them yourself.
One-time purchase. The sample holds the introduction, the results chapter and the whole 200-Day Trend chapter with its workbook.
See It in Action
Professional-grade tools, simple enough for any investor.
Illustrative interface preview. The Monthly Signals card is live; the performance and blend figures are examples, not measured results.
Live signal · current allocation for November 2026
Example blend. SmartBlend™ optimizer included
Backtested results are hypothetical and do not reflect actual trading. Past performance does not guarantee future results. See our Methodology for assumptions.
Free Strategies to Get You Started
Explore these six strategies at no cost. The figures are read from each strategy's published backtest, the same numbers as its page. Upgrade to Pro for the full library.
GEM (Global Equities Momentum)
GEM Standard, backtest 1985 to 2026
Permanent Portfolio
Permanent Portfolio Static, backtest 1960 to 2026
Classic 60/40
Classic 60/40, backtest 1922 to 2026
Golden Butterfly
Golden Butterfly, backtest 1985 to 2026
Paired Switching
Paired Switching (SPY/TLT), backtest 1920 to 2026
RP Gold+SCV
RP Gold+SCV (GLD/VIOV/IEF), backtest 1985 to 2026
Free Tools, No Sign-Up
Use these standalone analytics tools right now. No account, no email, no paywall.
UCITS ETF Finder
Find the European UCITS-compliant ETF equivalent for any US-listed ticker. Essential for EU investors affected by PRIIPs/KID regulations.
Try it now →
FactorLens
Paste your portfolio and see your true factor exposures: market, size, value, profitability, investment, momentum. Powered by Fama-French regression.
Analyze your portfolio →
Latest research
All posts →Tactical asset allocation insights, strategy deep dives, and platform updates from the BestFolio blog.
- Verdad Countercyclical: buying stocks when credit is scared, and what the trend rule really does
· 6 min read
Verdad's allocation leans against the credit cycle and adds a 200-day trend rule. Our backtest says it beats the S&P 500 on risk-adjusted return since 1980, that the trend rule does most of that work, and that HAA did the same job better.
- TAA Scoreboard October 2026: Model Portfolios and 111 Strategies, Month to 1-Year
· 5 min read
Our 3 tracked model portfolios lead the post: Simple Defensive Core did +1.3% in October 2026 (+1.5% YTD). Then the full board of 111 published strategies, with the month, year-to-date and 1-year return side by side, because the long view is the one that counts. YTD leaders, the leveraged corner, and the month's best and worst.
- Every time we levered a strategy, the return went up and the Sharpe ratio went down
· 5 min read
A subscriber asked to see the leveraged versions we tested and left out, so I went back through them step by step. In 4 tests and in the 10 levered versions we list, leverage raised the return, deepened drawdowns and lowered the Sharpe ratio, even measured above cash. Here's what we tested, why we changed how we measure Sharpe, and how we now decide what gets listed.
Everything You Need
Professional-grade tools for systematic portfolio management.
111 Strategies & Growing
Tactical allocations AND fixed portfolios, from Golden Butterfly to Dual Momentum. New research every month, from academic papers and our own tests, published once it passes review.
Portfolio Blending
Combine strategies with custom weights. Analyze blended risk, correlation, and walk-forward performance in one view.
UCITS Alternatives
Available European ETF substitutions include ISINs and match-confidence labels, so you can verify each mapping at your broker.
Backtest Engine
Monthly backtests with proper total-return data, reaching back to the 1920s on our deepest histories. Walk-forward validation to avoid overfitting.
Daily Signals
Strategies recomputed every market day. Signals published at month-end with next-month allocations.
Tax-Aware Analysis
See the tax impact of every strategy before you trade. Holding period analysis, long-term vs short-term gain classification, and estimated tax drag at your income level.
AI + API Access
Connect Claude or ChatGPT to your strategies, signals, and portfolios with our MCP server, and pull signals, backtests, and allocations as JSON or CSV from a read-only API. Automate research and rebalancing in your own tools.
Simple, Transparent Pricing
Free: 6 strategies, basic dashboards. Pro: $29/mo or $299/yr, full access to all strategies, signals, blending, and analysis.
Pro includes the book, Tactical Asset Allocation for Beginners: annual members get it from the day they join, monthly members once their third monthly payment succeeds.
Frequently Asked Questions
BestFolio offers both fixed and tactical strategies. Fixed portfolios (like 60/40, All Weather, Golden Butterfly) maintain constant allocations with periodic rebalancing. Tactical strategies adjust allocations monthly based on momentum, trend, or economic signals. Both types are backtested over multi-decade histories, the longest reaching back to the 1920s. We publish new research every month: new strategies and variants once they pass our review, and updates to the ones already here.
No. BestFolio is an information and research tool. We aggregate published strategies and compute their signals. Nothing on this platform constitutes personalized investment advice. You are solely responsible for your own investment decisions.
Strategy data is refreshed daily. Rebalancing signals are computed at the end of each month and tell you what to hold for the following month. Most TAA strategies only require trading once per month.
Yes. BestFolio tells you the target allocation; you execute the trades at your broker. We also provide UCITS-compatible ETF alternatives for European investors, with ISIN codes you can enter directly.
Every new paid subscription comes with a 14-day money-back guarantee. If BestFolio is not right for you, tell us within 14 days of your first payment and we refund that payment in full, with no reason needed and no fee. The guarantee applies to every customer in every country, businesses included. It adds to your statutory rights, including the 14-day consumer withdrawal right where it applies, and never limits them.
BestFolio Monthly Briefing
Free monthly recap of TAA strategy signals, performance rankings, and market regime updates. No spam, unsubscribe anytime.
Ready to Take Control of Your Portfolio?
Start with 6 free strategies. No credit card, no commitment. Upgrade to Pro when you're ready for the full library.
14-day money-back guarantee on your first payment. Refund terms and statutory rights.