Monte - Balanced Equities Fund

Daly - Active Growth Fund

Quantbase Crypto Flagship

This strategy attempts to mirror the portfolio of Michael Burry's Scion Asset Management using 13F filings and is rebalanced when new filings are reported.

Quiver Michael Burry Tracker

Invests in a diversified 50-stock portfolio built on social media sentiment and engagement across Twitter, Reddit, and Wikipedia.

QuiverQuant Social Media Sentiment

A simple portfolio (non-quantitative) that offers exposure to into the Nasdaq (leveraged 3x) and bonds (2x leverage)

Leveraged NASDAQ and Bonds

This strategy tracks the performance of companies with a significant amount of both corporate lobbying, government contracts, and congressional stock trading. The portfolio is rebalanced at the start of every month, and weighted to match S&P 500 sector allocation.

Quiver DC Insider

This strategy uses a proprietary model to score purchases made by Insiders within companies based on factors related to the trade, the insider, and the company. Scores are then rolled up to a company level based on a decaying trailing window, where the top 10 companies are equally weighted at the start of every week.

Quiver Insider Purchases

A simple portfolio (non-quantitative) that offers exposure to into the S&P (leveraged 3x) and bonds (2x leverage)

Leveraged S&P and Bonds

This strategy takes an equal-weighted position in 10 publicly-traded companies that have reported the most lobbying spending over the last quarter.

Quiver Top Lobbying Spenders

This strategy takes an equal-weighted position in 10 publicly-traded companies that disclosed the most Quarter over Quarter growth in U.S. federal lobbying expenditures

Quiver Lobbying Spending Growth

This strategy attempts to mirror the portfolio of common stocks for Representative Dan Meuser (and his family) and is rebalanced when new trades or annual reports are reported.

Quiver Dan Meuser Tracker

A dividend-oriented strategy inspired by the investing philosophy of investor Austin Hankwitz. This fund invests in the top 24 stocks ranked on the highest dividend yield and aggressive dividend yield growth rate over the last 5 years.

Dividend Growth Fund

Built to capitalize on broad economic growth and hedge against downturns by rotating into a 3x leveraged S&P position when the market shows signs of growth, or a short-term T-Bill position when the market shows signs of crisis.

Beginning of recessions (Feb/March 2020)

Beginning of recessions (Q1 2022)

Sideways markets (2018)

When this fund underperforms

Recessions (COVID 2020)

Bull markets (2021)

Bull markets (2013 - 2020)

When this fund outperforms

Single-Index Leveraged In & Out

An algorithmic moving-average strategy designed by Statis Fund and consisting of ETFs

Volatis Strategy

During times of crisis, buy into blue chip stocks (within the S&P) that have a strong chance of rebounding stronger than the S&P as a whole. The blue chip stocks are based on value and sentiment factors.

Depressed Blue Chips

A fund built to weather all markets, splitting the fund’s risk exposure between 4 types of economic environments, but using leveraged instruments to amplify risk/return.

Leveraged All Weather Portfolio

This strategy attempts to mirror the portfolio of common stocks for Representative Nancy Pelosi (and her family) and is rebalanced when new trades or annual reports are reported.

Quiver Nancy Pelosi Tracker

A fund that follows Rep. Pelosi's publicly visible equity exposure. Automatically rebalanced as her public accounts change.

Nancy Pelosi Tracker

An equally weighted selection of the top 5 publicly traded companies working on Quantum computing or infrastructure, algorithmically rebalanced weekly at the beginning of the week split equally between publicly traded companies, bond ETFs, inverse ETFs, and commodity ETF instruments with the goal to reduce drawdowns under certain market conditions while capturing quantum computing momentum.

Innotis Strategy - Quantum Exposure Fund

Invests in the companies that receive the most government contract income.

Quiver Top Government Contract Receivers

Automatically invests in the 10 most purchased stocks by members of Congress and their families.

Quiver Congress Buys

This strategy attempts to mirror the portfolio of common stocks for Representative Josh Gottheimer (and his family) and is rebalanced when new trades or annual reports are reported.

Quiver Josh Gottheimer Tracker

An equally weighted selection of the top 5 publicly traded companies working on AI, algorithmically rebalanced weekly at the beginning of the week split equally between publicly traded companies, bond ETFs, inverse ETFs, and commodity ETF instruments with the goal to reduce drawdowns under certain market conditions while capturing AI momentum.

Innotis Strategy - AI Exposure Fund

A fund that invests into an allocation of stocks that do well in crises, based on a research paper that backtested factors to 1974. The fund detects a bear market using the high yield spread - when the difference between junk bond and US Treasury interest rates is above 6.5%.

Crisis Factor Investing

A classic fund built to weather all markets, splitting the fund’s risk exposure between 4 types of economic environments

Ray Dalio's "All Weather Portfolio"

An annually-rebalancing strategy consisting of US defense, energy, and commodity securities.

RoundlyX Global Arms Race and Conflict Fund

A simple portfolio (non-quantitative) that offers our take on the Bogleheads three-fund model.