Live portfolio proof
Qualtix live portfolio results: first 100 days
A full recap of the first 100 calendar days of Qualtix live paper portfolios, tracked from May 19-August 27, 2026 against SPY.
The first 100 days gave Qualtix a clean public proof point: five live model strategy families were tracked forward from May 19 through August 27, 2026, and each finished ahead of SPY.
This page cuts duplicate internal variants and presents the public results as Strategy 1 through Strategy 5 so readers can inspect the result without seeing repeated rows that carry the same performance profile.
These are paper portfolio results. They are useful evidence for model tracking, but they are not managed accounts, personalized financial advice, real-money performance, or a guarantee of future returns.
First 100 days after combining duplicate internal variants. The against-QQQ column compares the best tracked variant with QQQ over the same app-tracked window.
| Strategy | Public strategy label | Best 100-day result | Other tracked result | SPY | QQQ | Best vs QQQ |
|---|---|---|---|---|---|---|
| Strategy 1 | Strong Buy BetaMid | +9.67% | +6.32% | +4.70% | +2.30% | +7.37 pts |
| Strategy 2 | Strong Buy Only | +9.67% | +6.32% | +4.70% | +2.30% | +7.37 pts |
| Strategy 3 | TechTrend Balanced | +11.62% | +8.46% | +4.70% | +2.30% | +9.32 pts |
| Strategy 4 | Fundamental Balanced | +11.62% | +8.46% | +4.70% | +2.30% | +9.32 pts |
| Strategy 5 | RouteVal CashFiller | +11.62% | +7.75% | +4.70% | +2.30% | +9.32 pts |
What Was Measured
Qualtix began live paper tracking on May 19, 2026. The first proof window ended on August 27, 2026, creating a 100-day forward record instead of a retroactive backtest.
- The public recap groups repeated internal variants into five named strategy families.
- The benchmark comparison uses SPY for broad-market context and QQQ for growth-stock context.
- The results are paper portfolio tracking, not real trades, managed accounts, or investment advice.
The 100-Day Takeaway
The strongest tracked variant returned +11.62%, while QQQ returned +2.30% and SPY returned +4.70% over the same app-tracked window. Every public strategy family finished ahead of QQQ in its best 100-day tracked variant.
- Strategy 3, Strategy 4, and Strategy 5 each reached a best tracked result of +11.62%.
- Strategy 1 and Strategy 2 each reached a best tracked result of +9.67%.
- The weakest public family result still exceeded QQQ over the same 100-day window.
Quarterly Hold vs Add-On Dynamic
Qualtix tracked both slower and more adaptive versions of the live strategies. Quarterly Hold portfolios keep the original basket stable until the scheduled rebalance. Add-On Dynamic portfolios can add newly qualified model positions as they appear.
- Quarterly Hold family results ranged from +7.75% to +9.67%.
- Add-On Dynamic family results ranged from +6.32% to +11.62%.
- The comparison is meant to show method behavior, not to declare that one approach will always win.
Example Holdings From The Live Baskets
One RouteVal CashFiller live basket included NVDA, FICO, FTNT, MSFT, FCX, META, HUBB, MA, LOPE, DXCM, and NDSN during the review window. Publishing example holdings keeps the page grounded in what the model actually tracked.
- The result includes winners and misses instead of hiding weak holdings.
- QQQ is included because several baskets carry technology and growth-stock exposure.
- SPY remains useful context, but the page uses benchmark comparison language instead of jargon.
Methodology And Limitations
The results are based on Qualtix live paper portfolio tracking. Paper tracking is useful for observing model behavior, but it does not include every real-world trading cost, tax outcome, execution constraint, or user-specific portfolio decision.
- Tracking window: May 19-August 27, 2026.
- Benchmark context: SPY +4.70%, QQQ +2.30%.
- Result type: live paper portfolio tracking, not managed money.
- Use case: research evidence and transparency, not financial advice.
Qualtix is for research and education only. It is not financial advice.