Open strategies

Our strategy book, published in the open

Three rule-based portfolios of tokenized stocks, with no black box. Each method is spelled out below, the weights are recomputed from real market data every six hours, and every rule is backtested walk-forward: at each monthly rebalance it sees only the data it would have had at that moment, then holds out of sample. No picking last year's winners and calling it a backtest. The raw JSON is free for anyone to build on at /api/strategies. Want a sector cut instead? The same engine builds our per-theme baskets at /themes.

Steady Foundation

The calm core: every fund, sized by how steady it actually is.

This strategy · 6m walk-forward

+7.2%

S&P 500 · same window

+20.5%

Worst dip

−8.7%

Sharpe

0.99

SGOV 30%SPY 19%QQQ 13%SPMO 10%XLK 10%SOXX 5%USO 5%EWY 4%SLV 4%

The full rule, so you can reproduce it

Universe: all tokenized ETFs with 12 months of public history. Weights: inverse to each fund's annualized daily volatility, capped at 30% per fund (excess redistributes). Rebalanced monthly. Refreshed from market data every 6 hours.

Momentum Leaders

The 8 strongest uptrends, sized so no single name can sink it.

This strategy · 6m walk-forward

-2.4%

S&P 500 · same window

+20.5%

Worst dip

−40.8%

Sharpe

0.29

DELL 16%MU 15%TSEM 15%MRVL 15%LITE 12%BE 10%MXL 9%AAOI 8%

The full rule, so you can reproduce it

Universe: all tokenized stocks with 12 months of public history. Filter: 1-year AND 3-month returns both positive. Rank: 0.7 x 1-year return + 0.3 x annualized 3-month return, take the top 8. Weights: inverse volatility, capped at 20% per stock. Rebalanced monthly. Refreshed every 6 hours.

Balanced Growth

A market core with a momentum engine bolted on.

This strategy · 6m walk-forward

+5.8%

S&P 500 · same window

+20.5%

Worst dip

−24.6%

Sharpe

0.50

SPY 15%QQQ 10%SPMO 8%XLK 8%DELL 7%MU 7%TSEM 7%MRVL 7%LITE 5%SOXX 4%USO 4%BE 4%MXL 4%AAOI 4%EWY 3%SLV 3%

The full rule, so you can reproduce it

55% core: all index/sector ETFs (treasuries excluded), inverse-vol weighted, 40% cap. 45% growth: the Momentum Leaders sleeve. Blended, then rounded to whole percents. Rebalanced monthly. Refreshed every 6 hours.

Captured public reference from monvera.best on 8 October 2026 UTC; not live data. Deterministic rules over real daily closes (real underlying tickers). Backtests are WALK-FORWARD: each month the rule re-runs using only the data it would have had at that moment, then holds out-of-sample, monthly rebalance, vs buy-and-hold SPY over the same window. History, not a promise: markets change. Weights as of Thu, 08 Oct 2026 19:51:03 GMT.