Skip to content

Portfolio Library

12 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

8.9%

Sharpe

1.17

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

8.6%

Sharpe

1.28

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

7.1%

Sharpe

1.21

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
WF1xDailyaggressive

CAGR

19.3%

Sharpe

1.56

Max DD

-20.7%

HAA (Hybrid Asset Allocation)31%
Buy the Dip33%
Regime Detector23%
Composite Momentum13%
View
All Weather Tactical Blend

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

Pro
Blend1xMonthlymoderate

CAGR

10.9%

Sharpe

1.44

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

12.3%

Sharpe

1.28

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
WF1xDailyaggressive

CAGR

17.3%

Sharpe

1.46

Max DD

-23.4%

Buy the Dip45%
BAA (Bold Asset Allocation)34%
Golden Butterfly21%
View
Monthly Macro Rotation

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

Pro
Blend1xMonthlyaggressive

CAGR

13.0%

Sharpe

1.28

Max DD

-13.2%

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

A walk-forward optimized mix of classic tactical engines.

Pro
WF1xMonthlymoderate

CAGR

11.5%

Sharpe

1.27

Max DD

-16.1%

HAA (Hybrid Asset Allocation)43%
GEM (Global Equities Momentum)45%
PAA (Protective Asset Allocation)12%
View
Aggressive Walk-Forward Growth

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

Pro
WF1xDailyaggressive

CAGR

19.8%

Sharpe

1.51

Max DD

-19.5%

Buy the Dip40%
TQQQ/UPRO Trend SMA20%
Composite Momentum40%
View
Small Account Leveraged Trend

A walk-forward blend of two leveraged trend models, built to grow a smaller account without juggling a dozen ETFs.

Pro
WF1xDailyaggressive

CAGR

13.9%

Sharpe

0.97

Max DD

-24.0%

TQQQ/UPRO Trend SMA35%
Low Initiative LETF V2 (Dual SMA + TIP)65%
View
Open Momentum Trio

Three fully public momentum models, blended at near risk-parity weights for tactical growth with historically shallow drawdowns.

Pro
Blend1xMonthlymoderate

CAGR

15.1%

Sharpe

1.37

Max DD

-10.1%

HAA (Hybrid Asset Allocation)40%
BAA (Bold Asset Allocation)30%
ADM (Accelerating Dual Momentum)30%
View

All Portfolio Templates