The Portfolio Blueprint
Video: How to use Portfolio Blueprint
Portfolio Blueprint
Assumes a starting universe of the S&P 100 constituents at each point in time.
* Each factor strategy tends to outperform at different times. Fundamental factors (Value, Earnings Growth) generally have lower turnover than Price Momentum factors.
* Quarterly rebalancing is more responsive to market changes but may incur more trades. Annual is simpler with lower turnover but is less responsive to market shifts.
* Fewer stocks lead to a more concentrated portfolio (higher risk/reward); more stocks increase diversification.
* Select a preset date range for a quick analysis, the shorter the date range, the less reliable the backtest.
Max drawdown: the largest percentage drop from any peak to the subsequent trough. Risk of relying on it alone: it’s backward-looking and may reflect a one-off “black swan”
*Spot the storm and move to cash before it hits—track bear trends before they break the news.
* Check this box to prevent over-concentration by limiting any single sector to a maximum of 30% of the portfolio.
Read our User Guide to learn how to use the Portfolio Blueprint
The system that reverse-engineers decades of blue-chip success
What if you knew what made a winning portfolio before you created it?
In seconds, the Portfolio Blueprint analyzes the DNA of historically successful blue-chip stocks and builds a repeatable, easy-to-follow portfolio—so you invest with confidence, not confusion.
Choose Value, Growth, or Momentum—and instantly get a portfolio built from the traits of history’s top-performing stocks. View your current picks anytime in the Members Portal, and get email alerts as changes happen—no babysitting required.