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Disclosures

Quantum is a research and software product. It is not a registered investment advisor or broker-dealer, and it does not provide personalized investment advice. Nothing on this site is a recommendation to buy, sell, or hold any security.

The Open Portfolio

Model portfolio formed 1 Oct 2024 and rebalanced 1 Oct 2025. Past performance isn't a guarantee. Returns are total return, shown against the S&P 500. The scoreboard is the bundled model portfolio series marked weekly against the S&P 500. It is not your brokerage account, and your results will differ.

Performance

Past marks do not predict future results. The model portfolio is a static research series of published holdings, not a managed account and not a promise of any return.

Risk

Investing involves risk, including the possible loss of principal. Only invest money you can afford to lose, and consider speaking with a licensed professional about your own situation.