Math, not predictions. Rules, not opinions.
Persistfolio is a quantitative portfolio research platform for independent investors who want a systematic, rules-based approach to stock selection.
Explore standardized model portfolios built from companies that have shown persistent historical outperformance — and follow what happens after publication.
Performance Since Publication
Persistfolio publishes 12 standardized model portfolios across three analysis horizons and four portfolio sizes.
Each portfolio is constructed using the same rules-based methodology and tracked prospectively against the S&P 500 from its publication date. Portfolios are reviewed quarterly, and all subsequent portfolio changes remain part of the published record. The same published model portfolios are available to every subscriber.
As of September 2, 2026
| Model Portfolio | Tracking Since | Portfolio Return | S&P 500 Return | Excess Return vs. S&P 500 | Changes Since Publication |
|---|---|---|---|---|---|
| 5Y · 5 Companies | July 2026 | -2.2% | +2.9% | -5.1% | 0 |
| 5Y · 10 Companies | July 2026 | -4.5% | +2.9% | -7.4% | 0 |
| 5Y · 20 Companies | July 2026 | -4.1% | +2.9% | -7.0% | 0 |
| 5Y · 30 Companies | July 2026 | -4.8% | +2.9% | -7.7% | 0 |
| 10Y · 5 Companies | July 2026 | -5.8% | +2.9% | -8.7% | 0 |
| 10Y · 10 Companies | July 2026 | -0.3% | +2.9% | -3.2% | 0 |
| 10Y · 20 Companies | July 2026 | -2.9% | +2.9% | -5.8% | 0 |
| 10Y · 30 Companies | July 2026 | -2.3% | +2.9% | -5.2% | 0 |
| 15Y · 5 Companies | July 2026 | -3.3% | +2.9% | -6.2% | 0 |
| 15Y · 10 Companies | July 2026 | -4.4% | +2.9% | -7.3% | 0 |
| 15Y · 20 Companies | July 2026 | -2.1% | +2.9% | -5.0% | 0 |
| 15Y · 30 Companies | July 2026 | -5.6% | +2.9% | -8.5% | 0 |
Swipe to see all columns →
Performance shown here represents prospective model portfolio performance tracked from each portfolio's publication date. It does not represent the performance of an actual investor account.
Finishing ahead of the market isn't the same as getting there consistently.
Two stocks can both finish ahead of the market while showing very different histories. Persistfolio tests whether there is statistical evidence that the historical advantage was persistent.
Persistent outperformance
The advantage builds more consistently over time.
Persistent outperformance detected
The historical advantage met Persistfolio's persistence criteria.
Outperformance, but not persistent
It still finishes ahead — but the advantage is much less consistent.
Persistent outperformance not detected
The stock finished ahead, but its historical advantage did not meet Persistfolio's persistence criteria.
Illustrative examples only. Past performance does not predict future results.
See what your portfolio looks like under Persistfolio's research
Enter your holdings and Persistfolio will examine your portfolio for concentration, overlap, and historical patterns — including how the individual companies we research have performed relative to the S&P 500. This surfaces observations, not buy or sell advice.
Analyze My PortfolioLook up any S&P 500 stock's research history
Enter any S&P 500 ticker and see its historical performance relative to the S&P 500 through Persistfolio's quantitative research — including how it's behaved during real market events like the 2022 bear market. This is a look back, not a forecast.
Analyze a StockScreen the S&P 500 by fundamentals and research
Filter the S&P 500 by conventional fundamentals like market cap, P/E, and dividend yield — combined with Persistfolio's proprietary quantitative research. A useful screener on its own, more powerful with a subscription.
Open Stock ScreenerSee What a Persistfolio Model Portfolio Looks Like
Subscribers get access to the current holdings and weights of all 12 published model portfolios, along with portfolio history and prospective performance tracking.
Example · 5Y · 5 Companies
Portfolio construction: Equal-weighted at inception (20% per holding).
| Ticker | Company | Sector | Weight |
|---|---|---|---|
| NPKI | Northpeak Industrials | Industrials | 20% |
| BLHT | Blueharbor Technologies | Information Technology | 20% |
| CRVM | Crestvale Materials | Materials | 20% |
| SMWK | Summit Works Co. | Consumer Discretionary | 20% |
| AZLH | Azureline Health | Health Care | 20% |
Sector Allocation
Industrials 20% · Info. Technology 20% · Materials 20% · Consumer Disc. 20% · Health Care 20%
Performance Since Publication
Example Portfolio: +8.4% · S&P 500: +6.1% (illustrative)
Sector Contribution Since Publication
Info. Technology +3.2pp · Industrials +2.1pp · Consumer Disc. +1.5pp · Materials +0.9pp · Health Care +0.7pp (illustrative)
Portfolio History
Example: Jan 2026 — Example Co. C removed, Crestvale Materials added
This is an illustrative example showing the format of a Persistfolio model portfolio. It is not a currently published model portfolio and does not represent an investment recommendation.
A Rules-Based Approach to Portfolio Research
Persistfolio doesn't forecast where the market is headed, and there's no portfolio manager picking stocks by feel. The methodology analyzes historical relative performance, builds standardized model portfolios from the results, and tracks them prospectively from there.
Every subscriber sees the same models, built the same way.
Explore the Methodology →See What Happens Next
Once a Persistfolio model portfolio is published, its performance is tracked prospectively against the S&P 500. Portfolio changes are recorded as they occur, creating a transparent record of what the methodology actually produced over time.
View Performance →