The Portfolio Blueprint

USER GUIDE

Build stock portfolios based on what has worked in the past.

Following the herd gets you average returns. It's time to engineer something smarter.

In moments, the Portfolio Blueprint tool identifies top-performing investment factors based on historical data. Just specify your preference for Value, Growth, or Momentum stocks. The system analyzes decades of data to pinpoint the most effective strategy and reveals the precise stocks it would invest in today.

It's an easy way to create a data-driven portfolio, not based on speculation. Just build your proven Portfolio Blueprint and see its latest stock picks in your Members Portal.

Portfolio Blueprint

Assumes a starting universe of the 100 largest domestically-traded stocks. A balanced portfolio blends Value, Earnings Growth, and Price Momentum strategies, as each tend to outperform at different times.

Focus on Value, Earnings Growth or Price Momentum?

Rebalancing Frequency

How many stocks would you like to own?

Date Range

Start Date

End Date

Enable Max Drawdown Filter (%)

Max Drawdown shows only one past worst-case and ignores loss frequency and recovery. Review other Risk & Efficiency stats, and note it can often be reduced by the “Activate Bear Market Shield” for non-annual strategies.

Activate Bear Market Shield (Uses 12-month SMA) - do not use for annual rebalancing.

Enforce Tactical Diversification (Max 30% per sector)