Regime-Adaptive Portfolio
The Regime-Adaptive Portfolio is our most sophisticated offering — a complete portfolio management system that dynamically shifts allocation across three distinct strategy regimes based on real-time market conditions detected by a Hidden Markov Model (HMM). In trending markets, the system allocates heavily to momentum strategies. In range-bound conditions, it shifts to mean-reversion. During high-volatility or crisis periods, it moves to a defensive posture with reduced exposure and tail-risk hedging. This is not a signal service — it's a complete portfolio solution. You receive daily allocation recommendations for 10-15 positions, with precise sizing, entry levels, and risk parameters. The system is designed for serious capital deployment and includes a monthly strategy review report and a 1-on-1 onboarding call.
Early-bird pricing available for waitlist members
Regime-Adaptive Portfolio is currently in development. Enter your email to get notified when it becomes available — plus early-bird pricing.
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Trailing 12-Month Returns
Past performance does not guarantee future results. All returns are net of transaction costs.
How It Works
Hidden Markov Model with 3 states (trend, mean-revert, crisis)
Gaussian mixture emission distributions for state identification
Baum-Welch algorithm for parameter estimation
Viterbi decoding for most-likely state sequence
Dynamic allocation weights based on state probabilities
Monthly model recalibration with expanding window
Tradeable Universe
Capital Protection
Deliverables
Choose Your Plan
All plans include a 14-day money-back guarantee. No questions asked.
Portfolio Lite
- Daily allocation recommendations
- Regime probability dashboard
- Email delivery
- Monthly performance report
- Community access
Portfolio Pro
- Everything in Lite
- IBKR auto-rebalancing integration
- Weekly attribution breakdown
- Python verification codebase
- Quarterly 1-on-1 strategy call
- Priority support channel
Portfolio Elite
- Everything in Pro
- Custom regime model calibration
- Custom instrument universe
- Monthly 1-on-1 strategy call
- API access for fund integration
- White-label reporting
Regime-Adaptive Portfolio is currently in development. Enter your email to get notified when it becomes available — plus early-bird pricing.
No spam. Unsubscribe anytime.
Common Questions
Interested in This Service?
This consulting package is currently being developed. Join the waitlist to be notified when it launches — plus receive early-bird pricing.
Regime-Adaptive Portfolio is currently in development. Enter your email to get notified when it becomes available — plus early-bird pricing.
No spam. Unsubscribe anytime.