Portfolio Library

10 pre-built portfolio templates

Construction:
Leverage:
Rebalance:
Risk:
Starter Balanced Blend

A free all-weather core: global momentum, a balanced fixed anchor, and a gold risk-parity sleeve.

Free
Blend1xMonthlymoderate

CAGR

9.0%

Sharpe

1.18

Max DD

-16.8%

GEM (Global Equities Momentum)35%
Golden Butterfly35%
RP Gold+SCV (Schwoerer)30%
View
Golden Butterfly Plus

A free Golden Butterfly core with tactical permanent-portfolio and momentum overlays.

Free
Blend1xMonthlymoderate

CAGR

8.7%

Sharpe

1.29

Max DD

-14.3%

Golden Butterfly45%
Permanent Portfolio30%
GEM (Global Equities Momentum)25%
View
Simple Defensive Core

A free capital-preservation blend: tactical permanent portfolio, Golden Butterfly, and a gold risk-parity sleeve.

Free
Blend1xMonthlymoderate

CAGR

7.2%

Sharpe

1.22

Max DD

-14.0%

Permanent Portfolio35%
Golden Butterfly35%
RP Gold+SCV (Schwoerer)30%
View
BestFolio House Momentum

A walk-forward blend of BestFolio's momentum and regime models with a tactical dip-buyer.

Pro
WF1xMonthlyaggressive

CAGR

20.3%

Sharpe

1.59

Max DD

-9.0%

HAA (Hybrid Asset Allocation)36%
Buy the Dip32%
Regime Detector25%
Composite Momentum8%
View
All Weather Tactical Blend

A broad all-weather foundation with tactical sleeves for macro rotation.

Pro
Blend1xMonthlymoderate

CAGR

11.0%

Sharpe

1.45

Max DD

-12.2%

HAA (Hybrid Asset Allocation)35%
All Weather (Dalio)35%
Permanent Portfolio (Static)30%
View
Return Stacked All Weather

Capital-efficient fixed sleeves paired with a tactical risk-control overlay.

Pro
Blend1xMonthlymoderate

CAGR

13.9%

Sharpe

1.39

Max DD

-13.6%

Return Stacked Quartet35%
4-3-2-1 Dragon35%
BAA (Bold Asset Allocation)30%
View
Levered Growth Control

Leveraged tactical growth with explicit drawdown control via a walk-forward optimizer.

Pro
WF1xMonthlyaggressive

CAGR

18.1%

Sharpe

1.48

Max DD

-10.1%

Buy the Dip45%
TQQQ/UPRO Trend SMA44%
Golden Butterfly11%
View
Monthly Macro Rotation

A diversified monthly tactical blend spanning momentum, macro, and defensive rotation.

Pro
Blend1xMonthlyaggressive

CAGR

13.1%

Sharpe

1.29

Max DD

-13.2%

BAA (Bold Asset Allocation)30%
KDA (Kipnis Defensive Adaptive)25%
Growth-Inflation Sector Timing25%
ADM (Accelerating Dual Momentum)20%
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Adaptive Core Walk-Forward

A walk-forward optimized mix of classic tactical engines.

Pro
WF1xMonthlymoderate

CAGR

11.6%

Sharpe

1.28

Max DD

-10.0%

HAA (Hybrid Asset Allocation)45%
GEM (Global Equities Momentum)37%
PAA (Protective Asset Allocation)18%
View
Aggressive Walk-Forward Growth

A walk-forward template for tactical growth and leveraged trend sleeves.

Pro
WF1xMonthlyaggressive

CAGR

18.9%

Sharpe

1.54

Max DD

-13.3%

Buy the Dip40%
TQQQ/UPRO Trend SMA38%
Composite Momentum22%
View

All Portfolio Templates

Disclaimer: BestFolio is an informational tool only and does not provide investment advice, recommendations, or solicitations to buy or sell securities. All strategy signals, backtests, and performance metrics are provided for educational and research purposes. Past performance is not indicative of future results. You are solely responsible for your own investment decisions. BestFolio is not a registered investment advisor, broker-dealer, or financial planner. Always consult a qualified financial professional before making investment decisions.

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