Learn. Build. Deploy
Live model portfolios and strategies for serious DIY investors.
Learn by doing, not guessing
How it works
Three pillars that work together to help you invest with discipline.
Live strategies you can actually follow
Tried-and-tested approaches from the best practitioners and academics. High-conviction model portfolios and strategies with transparent performance, current allocations, and clear rebalancing rules. Reference implementations, not marketing backtests.
Model Portfolios
Your core, long-term allocation. The foundation that will drive most of your returns over time.
Global 60/40
Classic balanced portfolio, globally diversified
Yale Endowment Style
Alternatives-heavy institutional approach
All-Weather
Risk-balanced across growth, inflation, recession
Tactical Strategies
Rules-based strategies that dynamically adjust exposure based on market signals. Unlike static allocations, these adapt to changing conditions — reducing risk in downtrends and increasing exposure when momentum is favorable.
Diversified Dual Momentum
Corey Hoffstein
Combines relative and absolute momentum across diversified asset classes to capture trends while limiting drawdowns.
Global Tactical Asset Allocation
Meb Faber
Uses simple moving average signals to tactically shift between asset classes, reducing exposure during downtrends.
Global Risk Parity Trend
Andrew Clare et al.
Combines risk parity allocation with trend-following overlays to balance risk contribution and adapt to market regimes.
Equity Strategies
Process-driven stock selection strategies. Each follows a systematic methodology to identify stocks that fit specific criteria — removing emotion and guesswork from individual stock picking.
Quality Compounders
High-quality businesses with durable competitive advantages, strong returns on capital, and consistent earnings growth.
Top 5 Holdings
Growth at a Reasonable Price
Companies with above-average growth prospects trading at reasonable valuations relative to their earnings potential.
Top 5 Holdings
Dividend Growth
Companies with a track record of consistently growing dividends, signaling financial health and shareholder commitment.
Top 5 Holdings
Defensive & Hedging
Strategies designed to protect your portfolio during market downturns. The goal is to reduce drawdowns and preserve capital when it matters most — so you can stay invested through difficult periods.
Defensive Trend
Reduces equity exposure when price trends break down, moving to cash or bonds to limit losses during bear markets.
Max Drawdown
-8%
vs Benchmark
-25%
Crash Protection Overlay
Uses put options on equity indices to provide insurance against severe market declines while maintaining upside participation.
Max Drawdown
-10%
vs Benchmark
-25%
Equity Defensive Quality
Focuses on low-volatility, high-quality stocks that historically fall less during market downturns while compounding steadily.
Max Drawdown
-16%
vs Benchmark
-25%
For each strategy, you get live performance, updated positioning with alerts so you can replicate easily, and clear rebalancing rules.
Trend-Following Global
Systematic momentum strategy across global asset classes
Understand deeply, so you can stick with it
This is institutional-quality education, not retail fluff. We go deep into the research, show you the trade-offs, and explain exactly when and why strategies fail. Because if you don't truly understand what you own, you'll quit at the worst possible time.
Every topic covers the process (how it works), the practical (how to implement it), and the behavioural (how to stick with it).
Written Deep Dives
Research-backed articles
Live Webinars
Interactive sessions
Workshops
Hands-on learning
Community
Learn with others
What's the big risk of running a 100% stock portfolio?
Why sequence-of-returns risk can devastate your retirement — and what to do about it.
Read deep dive
How to leverage AI to find the best quality stocks
Using modern tools to systematically screen for compounders without the guesswork.
Read deep dive
Everything you need to know about core-satellite approach
How to combine passive core holdings with active satellites for the best of both worlds.
Read deep dive
How to find your edge and why it matters
Every successful investor has an edge. Here's how to discover and develop yours.
Read deep dive
Your personal quant lab
Test ideas, build portfolios, analyse risk
Go beyond following — build conviction through experimentation. Modify strategy parameters, combine multiple strategies into a portfolio, and stress-test your assumptions before committing real capital.
Strategy Builder
Modify parameters, test variations, and backtest your own strategy ideas.
Portfolio Builder
Combine multiple strategies into a diversified portfolio with target weights.
Quant Analyst
Deep analytics on risk, correlation, drawdowns, and expected returns.
Sharpe
0.82
Max DD
-18%
CAGR
9.2%
Correlation
0.45
What's Next?
A unique opportunity to build your long-term portfolio — with guidance.
This isn't just a beta test. It's a two-week, outcome-focused sprint designed to help you build a robust, long-term core portfolio you actually trust and understand.
We'll cover the main model portfolios in depth: Global 60/40, All-Stocks, All-Weather, Endowment Model, and Permanent Portfolio. You'll leave with a clear plan for YOUR allocation.
This is highly practical, almost personalized coaching — at an intentionally low price that reflects the platform is still being built. You'll help shape what InvestLab becomes.
What's included
- Live workshops walking through each model portfolio
- Deep-dive materials on Global 60/40, All-Weather, Endowment, and Permanent Portfolio
- Hands-on exercises to build YOUR portfolio allocation
- Direct Q&A and personalized feedback sessions
- Practical guidance on implementation and trading
This is for you if
- You're committed to actually implementing and trading the portfolio
- You want to dedicate real time and effort (you'll be expected to contribute)
- You want to build portfolios like a business: with process, not prayers
This is not for you if
- You expect guaranteed or unrealistic returns
- You want quick wins or trade alerts
- You want excitement over discipline
- You're a complete beginner with no investing experience
Join the founding cohort
£149£299Founding price