Model Portfolios & Performance
Explore the published model portfolios, their prospective tracking history and research methodology.
Model Portfolio Performance
See how Persistfolio's published model portfolios have performed since publication.
Explore Model Portfolios →Performance Since Publication
Persistfolio publishes 16 standardized model portfolios across four 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 October 7, 2026
| Model Portfolio | Tracking Since | Portfolio Return | S&P 500 Return | Excess Return vs. S&P 500 | Changes Since Publication |
|---|---|---|---|---|---|
| 3Y · 5 Companies | September 2026 | -3.3% | +2.8% | -6.1% | 0 |
| 3Y · 10 Companies | September 2026 | -1.8% | +2.8% | -4.6% | 0 |
| 3Y · 20 Companies | September 2026 | -1.2% | +2.8% | -4.1% | 0 |
| 3Y · 30 Companies | September 2026 | +0.4% | +2.8% | -2.5% | 0 |
| 5Y · 5 Companies | July 2026 | -1.9% | +4.8% | -6.7% | 0 |
| 5Y · 10 Companies | July 2026 | -1.4% | +4.8% | -6.2% | 0 |
| 5Y · 20 Companies | July 2026 | -1.7% | +4.8% | -6.6% | 0 |
| 5Y · 30 Companies | July 2026 | -3.5% | +4.8% | -8.3% | 0 |
| 10Y · 5 Companies | July 2026 | -5.2% | +4.8% | -10.1% | 0 |
| 10Y · 10 Companies | July 2026 | -2.4% | +4.8% | -7.3% | 0 |
| 10Y · 20 Companies | July 2026 | -0.9% | +4.8% | -5.7% | 0 |
| 10Y · 30 Companies | July 2026 | -1.3% | +4.8% | -6.1% | 0 |
| 15Y · 5 Companies | July 2026 | -2.1% | +4.8% | -6.9% | 0 |
| 15Y · 10 Companies | July 2026 | -2.4% | +4.8% | -7.2% | 0 |
| 15Y · 20 Companies | July 2026 | +0.1% | +4.8% | -4.7% | 0 |
| 15Y · 30 Companies | July 2026 | -6.1% | +4.8% | -10.9% | 0 |
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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.
Historical Leaders — Performance Since Publication
Historical Leaders is a separate, deliberately simple model family: each quarter, it ranks the eligible S&P 500 universe by trailing price return over a 3-, 5-, or 10-year lookback and holds the top 10 or 20 performers, equal-weighted.
Unlike Persistfolio, Historical Leaders does not use statistical qualification, persistence testing, or sector diversification rules, and the portfolio is fully reconstructed — not retained and reviewed — at every quarterly formation date. Our own historical research found this approach carries substantially higher turnover and can result in much greater sector concentration than Persistfolio. Results shown use gross price returns and do not include dividends, transaction costs, taxes, or other implementation costs.
As of October 7, 2026
| Model Portfolio | Tracking Since | Portfolio Return | S&P 500 Return | Excess Return vs. S&P 500 |
|---|---|---|---|---|
| 3Y · 10 Companies | September 2026 | +2.4% | +1.8% | +0.6% |
| 3Y · 20 Companies | September 2026 | +4.2% | +1.8% | +2.4% |
| 5Y · 10 Companies | September 2026 | +2.8% | +1.8% | +1.0% |
| 5Y · 20 Companies | September 2026 | +6.0% | +1.8% | +4.2% |
| 10Y · 10 Companies | September 2026 | +2.7% | +1.8% | +0.9% |
| 10Y · 20 Companies | September 2026 | +4.6% | +1.8% | +2.9% |
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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 a Persistfolio Model Portfolio Looks Like
Subscribers get access to the current holdings and weights of all 16 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 →