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Strategy overview · Prebuilt portfolios

Compact

Prebuilt portfolio

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NAV (USD) · backtest3,471,025.52
2016-01-042026-10-01

Source: https://issuer.34-135-74-188.sslip.io/squaredq-performance/composites/compact.json · As of 2026-10-01 · Canonical replay; additional composite financing excluded.

Reported total return247.10%

Cumulative return · full period in the platform

Backtest through 2026-10-01. Quarterly allocation restoration; additional composite financing excluded.

The approach

Strategy overview

A compact two-strategy allocation gives defensive momentum the majority of capital and adds the macro-conditioned ETF Top-Pick sleeve as a return satellite. The fixed research allocation prioritizes a simpler instrument footprint and a defensive risk profile without eliminating equity exposure. 23.56% Top-Pick, 76.44% Defensive Momentum. Restore quarterly; capital drifts between restorations. Retain cash and net overlapping assets.

Understand the risk

Principal risks

Market risk, model error and execution differences can lead to losses.

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  • What period and performance classification do these figures describe?
  • Are subscription costs, commissions, spreads and financing included?
  • Does my broker account support the instruments and execution schedule?

Questions, answered

A few things worth knowing.

Are a backtest and a live return the same thing?
No. A backtest models what a set of rules would have done on historical data. Live results reflect actual accounts, orders, fills and costs. Portfolio Studio produces hypothetical results. Neither backtests nor live historical results guarantee a future return.
Will every subscriber get the same result?
Subscribers to the same strategy receive the same current standardized targets. Account outcomes can still differ because of allocations, account size, existing holdings, broker permissions, rounding, market hours, risk settings, connectivity and execution prices.
Can I lose money?
Yes. Trading involves risk, including loss of principal. Algorithmic execution, diversified strategies, historical results and risk controls do not remove market risk or guarantee an outcome. Margin and leverage can increase losses and financing costs.
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