About

Persistfolio was created around a simple idea: portfolio research should be systematic, consistent, and rules-based — not driven by predictions, opinions, or discretionary judgment calls.

Rather than attempting to forecast what the market or an individual company will do next, Persistfolio applies a proprietary deterministic methodology to historical data to construct standardized model portfolios.

Once published, those model portfolios are tracked prospectively against the S&P 500. Portfolio changes are recorded as they occur, creating a transparent record of what the methodology produced over time. Published portfolio history is not rewritten retroactively based on what happens afterward.

Persistfolio is built around a straightforward philosophy:

Math, not predictions. Rules, not opinions.