Smart Portfolios
Rule-based, fully-disclosed model portfolios — every trade is a real paper-trading order with a
published thesis, not a black-box AI pick. How are these built and reviewed?
For informational and educational purposes only — not investment advice.
Smart Portfolios are simulated (paper-trading) model portfolios that illustrate a rule-based approach; they
are not a recommendation to buy or sell any security and do not know your personal financial situation. Do your
own research and due diligence, and consider consulting a licensed financial professional, before making any
investment decision.
Paper-trading results. Trades shown are real orders placed against a sandbox brokerage account
using live market data, but no real capital is at risk. Results do not represent a live account and may differ
from real trading due to execution timing, liquidity, slippage, taxes, and fees.
Conservative
No Options
The Foundation
Broad, quality-tilted holdings for investors just getting started — no options, no margin, no market timing.
- Starting capital
- $25,000
- Benchmark
- SPY
- Inception
- Jul 15, 2026
Moderate
No Options
The Trend Rider
Classic dual-momentum sector rotation — rides the strongest sectors, steps aside into cash/bonds when nothing looks strong.
- Starting capital
- $50,000
- Benchmark
- SPY
- Inception
- Jul 15, 2026
Aggressive
No Options
The Breakout Hunter
A concentrated, rules-based momentum scanner — 52-week-high breakouts with real stop-loss discipline.
- Starting capital
- $50,000
- Benchmark
- IWO
- Inception
- Jul 15, 2026
Moderate
Options — Income
The Wheel Engine
Cash-secured puts, assignment, covered calls, repeat — the site's core options-income playbook running live.
- Starting capital
- $75,000
- Benchmark
- SPY
- Inception
- Jul 15, 2026
Aggressive
Options — Defined Risk
The Premium Harvester
Defined-risk credit spreads and iron condors timed to earnings/IV-crush events — strict max-loss sizing on every trade.
- Starting capital
- $100,000
- Benchmark
- SPY
- Inception
- Jul 15, 2026