Live portfolio proof
Qualtix live portfolio results: 150 days
Forward-tracked paper results from May 19 to October 15, 2026 for the Qualtix live model portfolios, against SPY.
All seven distinct Qualtix live paper portfolios are ahead of SPY after 150 days. The best returned +10.28%, against +4.79% for SPY over the same window; the weakest returned +6.60%.
Portfolios that hold the same stocks with the same history are shown once, leaving four strategies, each run two ways: Quarterly Hold and Add-On Dynamic.
These are paper portfolio results, not managed accounts, personalized financial advice, real-money performance, or a guarantee of future returns.
Live paper results by strategy, May 19-October 15, 2026 (October 15 close). Each row shows the best tracked version and the other one.
| Strategy | Best 150-day result | Run as | Other version | SPY | Best vs SPY |
|---|---|---|---|---|---|
| Fundamental Balanced | +10.28% | Add-On Dynamic | +7.28% | +4.79% | +5.49 pts |
| RouteVal CashFiller | +10.28% | Add-On Dynamic | +6.60% | +4.79% | +5.49 pts |
| TechTrend Balanced | +10.10% | Add-On Dynamic | +7.10% | +4.79% | +5.31 pts |
| Strong Buy Only | +8.77% | Quarterly Hold | +7.25% | +4.79% | +3.98 pts |
Quarterly Hold vs Add-On Dynamic
Quarterly Hold keeps the basket fixed until the scheduled rebalance; Add-On Dynamic adds newly qualified model stocks when they first qualify.
- Add-On Dynamic results ranged from +7.25% to +10.28%.
- Quarterly Hold results ranged from +6.60% to +8.77%.
- Adding new picks helped three of the four strategies, by about 3 points each.
From Day 100 To Day 150
The best portfolio stood at +11.62% on day 100 (August 27) and at +10.28% on day 150, while SPY moved from +4.70% to +4.79%. Every strategy was ahead of SPY at both points.
- Tracking window: May 19-October 15, 2026; quarterly rebalance on September 5, 2026.
- Best portfolio holdings since the rebalance: META, FTNT, CTAS, MA, VRSN, ZTS, PYPL, EW, DXCM, TPR, EXPE, NVDA, APP, PAYX, BKNG.
- Paper tracking; the next update is planned at day 200.
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Qualtix is for research and education only. It is not financial advice.