Three rules-based model portfolios, published monthly to paid subscribers of Fulcrum Insights. Every holding, every weight, and every trade after it fills.
Paper accountAs of the Sep 25, 2026 close
Since Feb 2, 2026 Feb 2 to Apr 5 simulated inside the system with no broker fills, chained to broker fills from Apr 6
Portfolios+34.37%
MSCI ACWI+10.13%
Combined NAV across the three portfolios. From Apr 6 it equals broker account equity. MSCI ACWI is the iShares MSCI ACWI ETF price over the same chained periods. Before fees. Past performance is not a forecast.
What's inside, every month
Holdings and weights across the Growth, Aggressive and Quality Income portfolios, updated after each rebalance.
Every executed trade and the reason for it, published only after the fills are booked.
A one-page fact sheet each month, and a short performance report every Sunday.
My read on what the screen did and where I disagree with it.
Paid subscriptions run through Fulcrum Insights on Substack. The positions live in the paid monthly post, so your subscription is your access. There's no separate password.