Math, not predictions. Rules, not opinions.
Persistfolio is a quantitative portfolio research platform that constructs and prospectively tracks standardized, rules-based model portfolios using a proprietary deterministic methodology.
Explore model portfolios built around historically persistent relative performance — and follow what happens after publication.
Published Model Portfolios
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. The same published model portfolios are available to every subscriber.
| Model Portfolio | Tracking Since | Portfolio Return | S&P 500 Return |
|---|---|---|---|
| 5Y · 5 Companies | July 2026 | Performance data not yet available | — |
| 5Y · 10 Companies | July 2026 | Performance data not yet available | — |
| 5Y · 20 Companies | July 2026 | Performance data not yet available | — |
| 5Y · 30 Companies | July 2026 | Performance data not yet available | — |
| 10Y · 5 Companies | July 2026 | Performance data not yet available | — |
| 10Y · 10 Companies | July 2026 | Performance data not yet available | — |
| 10Y · 20 Companies | July 2026 | Performance data not yet available | — |
| 10Y · 30 Companies | July 2026 | Performance data not yet available | — |
| 15Y · 5 Companies | July 2026 | Performance data not yet available | — |
| 15Y · 10 Companies | July 2026 | Performance data not yet available | — |
| 15Y · 20 Companies | July 2026 | Performance data not yet available | — |
| 15Y · 30 Companies | July 2026 | Performance data not yet available | — |
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.
A Rules-Based Approach to Portfolio Research
No predictions about what the market will do next. No portfolio manager making subjective stock picks.
Persistfolio applies a consistent quantitative methodology to analyze historical relative performance, construct standardized model portfolios, and track those portfolios prospectively.
Same methodology. Same rules. Same published models for every subscriber.
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 →