Names can enter, leave, and resize
The monthly model rebuilds the portfolio from the current ranking, so the roster is not presented as a permanent list of favorite stocks.
Adaptive stock portfolios
Quant Picks
Follow a portfolio that can change as the model changes.
Quant Picks turns a broad eligible universe into two transparent adaptive portfolios: a concentrated, score-weighted Top 25 and a broader, equal-weighted Top 100.
- Use it when
- You need the current rules-based stock portfolio and its latest rebalance.
- Start with
- Top 25 or Top 100
- Leave with
- A dated roster, target weights, and the exact rebalance changes
Inside Quant Picks
Understand the portfolio before the stock.
Construction, rebalance changes, and current weights explain the model portfolio before any individual holding is opened.
Select a numbered point to trace the screen.
Why Quant Picks
A model portfolio you can actually follow.
Quant Picks publishes the dated portfolio, the construction rules, and every rebalance change instead of showing an unexplained score list.
Every holding has a portfolio role
Top 25 uses score-weighted positions with a 5% maximum; Top 100 offers a broader equal-weight implementation.
See exactly what changed and when
Effective dates, entries, exits, continuing names, target weights, and since-added history make each rebalance traceable.
Product manual
Complete portfolio manual
The model output is a dated portfolio, not a permanent stock list.
Quant Picks publishes two adaptive equity portfolios. The Top 25 concentrates the strongest current ranks with capped score weights; the Top 100 spreads exposure equally across a broader ranked sleeve.
Product map
Know which view answers which question.
Move through the product in order. Each view has a distinct job and should not be used as a substitute for the next one.
Top 25
Which 25 names rank highest and what capped weight does each receive?
Top 100
Which 100 names qualify for the equal-weight portfolio?
Rebalance
Which companies entered, left, or remained at the dated update?
Company view
What is the current rank, weight, tenure, range, and relevant company context?
Screen anatomy
Read every field for its intended purpose.
The field, its meaning, and the decision it supports remain separate. This prevents a rank, forecast, range, or headline result from carrying more authority than it should.
Field
What it means
How to use it
01Rank
The company's relative position in the current eligible universe.
Use it inside the current model date; do not compare it with a fundamental grade.
02Model score
The numeric output used to order eligible names.
Use it to understand relative ordering, not as an expected return.
03Target weight
The portfolio weight assigned by the selected construction.
Implement the full roster and its caps rather than isolated favorites.
04Date added
The effective portfolio entry date for the current run.
Use it to distinguish model tenure from the date you personally begin following.
05Quant streak
Consecutive monthly appearances in the broader ranked sleeve.
Treat persistence as context, not a promise that the name remains next month.
06Since added
Marked performance from the displayed model-entry date.
Do not substitute it for total portfolio performance or a forecast.
07Vector Range
Independent current market context for the stock.
Use it to locate price; it does not change the monthly rank or target weight.
08Rebalance receipt
The dated record of entries, exits, and held names.
Use it to reconcile the prior portfolio with the new one before implementation.
Interpretation states
Know what the screen is asking you to do next.
A product state should lead to a specific research action, including the decision to do nothing when no new evidence deserves attention.
Entered
- What it says
- The stock joined the selected roster on the effective model date.
- Next action
- Add only at the published target weight and within the complete portfolio process.
Held
- What it says
- The stock remained after the monthly rerank.
- Next action
- Adjust toward the new target weight if the published allocation changed.
Left
- What it says
- The stock no longer qualifies for the selected roster.
- Next action
- Treat the dated new roster as authority; record the exit against the same update.
Outside the range
- What it says
- Current price sits beyond a published market boundary.
- Next action
- Review market context independently; do not invent a model override.
Repeatable workflow
Use the same disciplined sequence every time.
The routine keeps the product useful after the novelty disappears. It also leaves a clearer record of what was known, what changed, and why a decision followed.
-
01
Choose Top 25 or Top 100 according to the intended concentration and weighting method.
-
02
Confirm the model date, holding count, construction, and maximum position rule.
-
03
Open the rebalance receipt and verify that every entry is reconciled with an exit when the roster size is fixed.
-
04
Compare prior and new target weights across the complete portfolio.
-
05
Use company detail only to understand rank, tenure, overlap, range, and current evidence.
-
06
Record taxes, spreads, unavailable names, and execution timing that can make a real account differ from the model.
-
07
Keep the published roster until the next dated monthly rebalance replaces it.
Plain-English glossary
Use the product's terms consistently.
- Eligible universe
- The stocks allowed to compete for a place in the model.
- Score weighted
- Weights rise with relative score, subject to the published cap.
- Equal weighted
- Each portfolio constituent receives the same target weight.
- Rebalance
- The dated replacement of the prior model roster and weights.
- Streak
- Consecutive monthly appearances in the relevant ranked universe.
- Relative rank
- Position versus other eligible names, not an absolute investment rating.
Visual product guide
Seven real product captures
See the adaptive portfolio, its rebalance, and each holding.
These states show the concentrated Top 25, broader Top 100, dated entries and exits, and the expanded company view on desktop and mobile.
Choose the portfolio before comparing individual stocks.
Top 25 is score weighted with a published cap. Top 100 is equal weighted for broader exposure. Each is a complete portfolio with its own construction.
Open full image
Top 25
Read rank, target weight, date added, sector, model score, market context, and since-added return.
Open full image
Top 100
Use the broader equal-weight portfolio when concentration is not the intended implementation.
Every entry is reconciled with an exit.
The dated update records names entering, names leaving, and names held. It makes the portfolio transition inspectable rather than presenting a mysterious new list.
Open full image
Rebalance receipt
Confirm the model date and reconcile the old roster with the new roster before using target weights.
Open the holding without confusing rank with a thesis.
The expanded company view keeps current rank, target weight, entry date, streak, independent Vector Range context, and relevant updates together.
Open full image
One holding, fully explained
Use company context to understand the position; the monthly model roster remains the portfolio authority.
Construction, changes, and company detail remain readable.
Mobile stacks the same evidence into a clear sequence without turning the roster into a sideways desktop table.
Open full image
Current portfolio
Choose Top 25 or Top 100 and scan the current holdings.
Open full image
What changed
Review entries and exits against the same effective date.
Open full image
Company detail
Continue into rank, weight, range, and relevant updates.
01
How to use it
Read the dated portfolio as one complete decision.
Choose the model, confirm its construction and effective date, then review entries, exits, and target weights together.
-
01
Choose Top 25 or Top 100
Use Top 25 for the concentrated action list and Top 100 for a broader systematic portfolio.
-
02
Read construction first
Confirm the weighting method, maximum position size, number of holdings, and next rebalance date.
-
03
Review the current roster
Sort or filter the holdings, then use rank, weight, date added, and model streak to understand each position's role.
-
04
Expand a company
Open the row for quant history, current target weight, news, fundamental overlap, and available Vector Range context.
02
Quant Picks on mobile
The current roster remains the authority.
Mobile prioritizes model date, construction, current rank, target weight, and entry history without turning the portfolio into a static watchlist.
- Choose Top 25 or Top 100Use Top 25 for the concentrated action list and Top 100 for a broader systematic portfolio.
- Read construction firstConfirm the weighting method, maximum position size, number of holdings, and next rebalance date.
- Review the current rosterSort or filter the holdings, then use rank, weight, date added, and model streak to understand each position's role.
03
Example workflow
Example: preparing for a rebalance
The portfolio is the roster and weights published for that model date, not a permanent stock list.
01
Check the model update date
02
Review entries and exits together
03
Confirm every target weight
04
Use the current roster until the next published rebalance
04
Updates and boundaries
Adaptive by design
The model reranks the eligible universe on its monthly cycle. Holdings, order, and target weights can change, so the dated roster is the current portfolio authority.
Top 25 roster
Monthly model rebalance
Top 100 roster
Monthly model rebalance
Prices and performance
Marked on the published market-data schedule
Vector Range context
Updated independently from the rank model
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Open Quant Picks.
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