PortfolioEdge

Average Annual Return: Performance data available upon login.

Managed by Jason Goepfert, PortfolioEdge is a strategy aiming for positive returns, regardless of prevailing market conditions. It is inspired by Ray Dalio's All-Weather portfolio and diversifies assets across stocks (35%), bonds (35%), gold (5%), commodities (5%), and cash/other (20%) for a balanced risk and return profile. The investments primarily focus on U.S.-based ETFs or options, without the inclusion of leverage or short selling. While holding periods mainly last several months, they can range anywhere from a few weeks to multiple years.

Since 2016, PortfolioEdge has consistently posted updates on the site, offering transparency into its trading tactics. While its objective is to uncover potential trading opportunities, achieve modest gains, and mitigate substantial losses, subscribers are reminded that PortfolioEdge is for educational purposes. It does not offer direct investment advice. Though positions in the portfolio are refreshed bi-weekly, subscribers can opt to receive immediate notifications for significant modifications.
‍
Disclaimer:
  • All return figures on the site post-2016 aim for transparency and educational value. They are not audited and were primarily intended for Jason's personal reference.
  • Returns within Jason's personal portfolio might not align precisely with those displayed on the website.
  • We prioritize accuracy and transparency. It's essential to understand that prior data, especially before 2016, might not fully reflect the potential results a user could achieve based on the posted updates.
SentimenTrader Trading Strategies

50+ Analyst-Crafted, Ready-to-Act Market Trading Strategies

Explore analyst-crafted strategies for different markets—fully customizable and backtestable with our advanced portfolio simulation tools.
Adaptive Trading Strategies for Every Market‍
Access a diverse range of trading strategies covering indices, bonds, sectors, and factors—each built to adapt to changing market trends and align with your personal trading approach. Perfect for short-, mid-, and long-term investors (not intraday traders).
Quickly Identify Winning Strategies with Proven Track Records‍
Easily review construction details and performance history so you can make faster, smarter trading decisions. Track key metrics such as CAGR, win rate, max drawdown, and Sharpe ratio—all in one intuitive dashboard.
Get Timely Email Alerts When Trading Signals Trigger
Never miss an opportunity—stay ready to act with instant notifications the moment an actionable trading signal appears in your selected strategies.
Backtest Every Strategy with Detailed Performance Analysis
Backtest strategies in our intuitive Backtest Engine, with complete performance history, full transaction logs, and comparative analysis against major indices and sectors—so you can validate before investing real capital.
Customize Strategy Parameters to Match Your Trading Goals
Fine-tune entry and exit criteria, holding periods, and risk/reward controls to create a trading approach that fits your style—whether conservative or aggressive, long-term or mid-term.
Simulate Portfolios to Optimize Performance Before You Trade
Combine multiple strategies to allocate capital more effectively, evaluate portfolio-level results, and test different scenarios—so you can optimize returns and reduce risk before committing real capital.
Explore & Test Strategies
Todd Harrison
Founder and CEO | Minyanville
I’ve never seen such a unique and skilled approach to sentiment and its financial applications.
Don Hays
President | Hays Advisory Group
If you are really into a huge and broad examination of a very wide and divergent array of market analysis...I would suggest that you try this service in your personal repertoire.
SentimenTrader Smart Stock Scanner

Act on Quantitative, Backtested Stock Opportunities — 100% Data-Driven

Our ML-powered Smart Stock Scanner delivers daily trade ideas from 1,500+ stocks and ETFs, powered by technical and proprietary sentiment indicators such as Optix scores. Every signal is statistically validated through backtesting, giving you the confidence to filter, customize, and act on high-probability opportunities.
Get Fresh, ML-Powered Trade Signals Every Night
Receive daily stock and ETF trade ideas generated from over 1,500 securities. Each pick is refreshed nightly at 11:40 PM ET with the latest quantitative and sentiment data.
Focus on the Best Opportunities with Interactive Dashboards
Quickly organize picks with sortable dashboards — filter by win rate, expected return, profit target, stop loss, or signal type. Spot the most relevant opportunities at a glance.
Align Stock Picks with Your Risk and Return Goals
Fine-tune results with built-in filters for risk level, holding period, profit/loss ratio, Sharpe ratio, and more — ensuring every shortlist matches your personal trading style.
Validate Every Signal with Built-In Backtests
Each stock includes a historical performance report with win rate, transaction logs, and comparisons against major indices — so you trade only signals that prove themselves.
Simulate Strategies Before You Commit Capital
Run portfolio simulations of scanner picks to see how strategies perform in real market conditions. Gain confidence by testing scenarios before risking capital.
Find Trade Ideas Now
Josh Brown
Chief Executive Officer | Ritholtz Wealth Management LLC
SentimenTrader is pretty influential among people who watch things like market internals.
Larry Williams
Trader and Author | ireallytrade.com
Awesome work…
Menu
Actionable Strategies
Index Trading Strategies
Smart Stock Scanner