The Portfolio Blueprint
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 seconds, the Portfolio Blueprint tool uncovers the DNA of historical market winners. It analyzes thousands of datapoints to learn what makes top-performing stocks succeed. Just specify your preference for Value, Growth, or Momentum stocks, and the system reveals a data-proven strategy and the precise stocks that fit the winning profile today.
It’s an easy way to create a data-driven portfolio, not based on speculation. Just build your proven Portfolio Blueprint, see its latest stock picks in your Members Portal, and get email alerts whenever your portfolio changes.
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.