Explore strategies
Automated portfolios you can invest in — 26 available.
How returns are calculated: Returns shown are the average daily change of actual Quantbase client positions in each strategy, with every client weighted equally. Fees are included only when they were paid by selling holdings in that strategy, so these returns do not fully reflect Quantbase's platform fee ($20 per month) or its advisory fee. Your own results will differ.
Past performance doesn't guarantee future results: You can lose money by investing.
Partner strategy: This badge denotes a strategy that was developed by one of our partners, and thus may carry additional fees.
RoundlyX Global Arms Race and Conflict Fund
Volatis Strategy
Partner strategy
An algorithmic moving-average strategy designed by Statis Fund and consisting of ETFs
Performance
1-year
3.38%
5 years
N/A
10 years
N/A
Inception
129.88%
Risk Score
3.82/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Dan Meuser Tracker
Partner strategy
This strategy attempts to mirror the portfolio of common stocks for Representative Dan Meuser (and his family) and is rebalanced when new trades or annual reports are reported.
This strategy tracks trades disclosed by Dan Meuser in public regulatory filings. It is not affiliated with, sponsored by, or endorsed by Dan Meuser or any entity they are affiliated with. Those filings are made after the fact, can be delayed, and may be incomplete or later amended. Past trades aren't a guarantee of future results.
Performance
1-year
6.87%
5 years
N/A
10 years
N/A
Inception
102.66%
Risk Score
3.17/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Congress Buys
Partner strategy
Automatically invests in the 10 most purchased stocks by members of Congress and their families.
This strategy is based on publicly available information, and is not based on insider knowledge. Methodology can be validated by referencing public information.
Performance
1-year
5.65%
5 years
N/A
10 years
N/A
Inception
88.42%
Risk Score
3.17/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Lobbying Spending Growth
Partner strategy
This strategy takes an equal-weighted position in 10 publicly-traded companies that disclosed the most Quarter over Quarter growth in U.S. federal lobbying expenditures
This strategy is based on publicly available information, and is not based on insider knowledge. Methodology can be validated by referencing public information.
Performance
1-year
35.71%
5 years
N/A
10 years
N/A
Inception
80.78%
Risk Score
3.5/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Top Lobbying Spenders
Partner strategy
This strategy takes an equal-weighted position in 10 publicly-traded companies that have reported the most lobbying spending over the last quarter.
This strategy is based on publicly available information, and is not based on insider knowledge. Methodology can be validated by referencing public information.
Performance
1-year
20.48%
5 years
N/A
10 years
N/A
Inception
77.10%
Risk Score
2.85/5
RoundlyX Global Arms Race and Conflict Fund
Depressed Blue Chips
During times of crisis, buy into blue chip stocks (within the S&P) that have a strong chance of rebounding stronger than the S&P as a whole. The blue chip stocks are based on value and sentiment factors.
Performance
1-year
7.42%
5 years
N/A
10 years
N/A
Inception
70.18%
Risk Score
2.71/5
RoundlyX Global Arms Race and Conflict Fund
Quantbase Crisis Flagship
This strategy detects bear markets based on debt signals, then invests into a portfolio of stocks that empirically do well in crises - with a goal to profit from, not just weather, a bear market over 24 months. When not in crisis, invests in the S&P.
Performance
1-year
1.09%
5 years
N/A
10 years
N/A
Inception
64.58%
Risk Score
3.95/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Nancy Pelosi Tracker
Partner strategy
This strategy attempts to mirror the portfolio of common stocks for Representative Nancy Pelosi (and her family) and is rebalanced when new trades or annual reports are reported.
This strategy tracks trades disclosed by Nancy Pelosi in public regulatory filings. It is not affiliated with, sponsored by, or endorsed by Nancy Pelosi or any entity they are affiliated with. Those filings are made after the fact, can be delayed, and may be incomplete or later amended. Past trades aren't a guarantee of future results.
Performance
1-year
10.37%
5 years
N/A
10 years
N/A
Inception
54.51%
Risk Score
2.82/5
RoundlyX Global Arms Race and Conflict Fund
Quantbase Leverage Flagship
A quant-automated fund that seeks to be leverage-invested in the S&P in upturns or bonds in downturns.
Performance
1-year
-3.85%
5 years
N/A
10 years
N/A
Inception
53.75%
Risk Score
4.17/5
RoundlyX Global Arms Race and Conflict Fund
Bogleheads Three Fund Portfolio
A simple portfolio (non-quantitative) that offers our take on the Bogleheads three-fund model.
Performance
1-year
6.54%
5 years
N/A
10 years
N/A
Inception
53.44%
Risk Score
2.57/5
RoundlyX Global Arms Race and Conflict Fund
Innotis Strategy - AI Exposure Fund
Partner strategy
An equally weighted selection of the top 5 publicly traded companies working on AI, algorithmically rebalanced weekly at the beginning of the week split equally between publicly traded companies, bond ETFs, inverse ETFs, and commodity ETF instruments with the goal to reduce drawdowns under certain market conditions while capturing AI momentum.
Performance
1-year
-1.77%
5 years
N/A
10 years
N/A
Inception
42.58%
Risk Score
3.52/5
RoundlyX Global Arms Race and Conflict Fund
RoundlyX Global Arms Race and Conflict Fund
Partner strategy
An annually-rebalancing strategy consisting of US defense, energy, and commodity securities.
Performance
1-year
-13.47%
5 years
N/A
10 years
N/A
Inception
41.83%
Risk Score
3.32/5
RoundlyX Global Arms Race and Conflict Fund
Leveraged S&P and Bonds
A simple portfolio (non-quantitative) that offers exposure to into the S&P (leveraged 3x) and bonds (2x leverage)
Performance
1-year
-6.39%
5 years
N/A
10 years
N/A
Inception
33.72%
Risk Score
3.32/5
RoundlyX Global Arms Race and Conflict Fund
Nancy Pelosi Tracker
A fund that follows Rep. Pelosi's publicly visible equity exposure. Automatically rebalanced as her public accounts change.
This strategy tracks trades disclosed by Nancy Pelosi in public regulatory filings. It is not affiliated with, sponsored by, or endorsed by Nancy Pelosi or any entity they are affiliated with. Those filings are made after the fact, can be delayed, and may be incomplete or later amended. Past trades aren't a guarantee of future results.
Performance
1-year
0.55%
5 years
N/A
10 years
N/A
Inception
32.94%
Risk Score
3.81/5
RoundlyX Global Arms Race and Conflict Fund
Monte - Balanced Equities Fund
Bottom-up approach creating a balanced portfolio spanning growth, value, and income-generating equities, with a top-down thematic overlay targeting industries expected to outperform over a 3 – 5 year horizon.
Performance
1-year
7.40%
5 years
N/A
10 years
N/A
Inception
29.23%
Risk Score
2.46/5
RoundlyX Global Arms Race and Conflict Fund
Leveraged NASDAQ and Bonds
A simple portfolio (non-quantitative) that offers exposure to into the Nasdaq (leveraged 3x) and bonds (2x leverage)
Performance
1-year
-25.18%
5 years
N/A
10 years
N/A
Inception
26.56%
Risk Score
3.64/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Josh Gottheimer Tracker
Partner strategy
This strategy attempts to mirror the portfolio of common stocks for Representative Josh Gottheimer (and his family) and is rebalanced when new trades or annual reports are reported.
This strategy tracks trades disclosed by Josh Gottheimer in public regulatory filings. It is not affiliated with, sponsored by, or endorsed by Josh Gottheimer or any entity they are affiliated with. Those filings are made after the fact, can be delayed, and may be incomplete or later amended. Past trades aren't a guarantee of future results.
Performance
1-year
1.32%
5 years
N/A
10 years
N/A
Inception
25.02%
Risk Score
2.79/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Michael Burry Tracker
Partner strategy
This strategy attempts to mirror the portfolio of Michael Burry's Scion Asset Management using 13F filings and is rebalanced when new filings are reported.
This strategy tracks trades disclosed by Michael Burry in public regulatory filings. It is not affiliated with, sponsored by, or endorsed by Michael Burry or any entity they are affiliated with. Those filings are made after the fact, can be delayed, and may be incomplete or later amended. Past trades aren't a guarantee of future results.
Performance
1-year
-6.66%
5 years
N/A
10 years
N/A
Inception
23.27%
Risk Score
3.16/5
RoundlyX Global Arms Race and Conflict Fund
Ray Dalio's "All Weather Portfolio"
A classic fund built to weather all markets, splitting the fund’s risk exposure between 4 types of economic environments
Performance
1-year
-0.82%
5 years
N/A
10 years
N/A
Inception
21.98%
Risk Score
2.09/5
RoundlyX Global Arms Race and Conflict Fund
Leveraged All Weather Portfolio
A fund built to weather all markets, splitting the fund’s risk exposure between 4 types of economic environments, but using leveraged instruments to amplify risk/return.
Performance
1-year
-13.00%
5 years
N/A
10 years
N/A
Inception
18.19%
Risk Score
3.89/5
RoundlyX Global Arms Race and Conflict Fund
Innotis Strategy - Quantum Exposure Fund
Partner strategy
An equally weighted selection of the top 5 publicly traded companies working on Quantum computing or infrastructure, algorithmically rebalanced weekly at the beginning of the week split equally between publicly traded companies, bond ETFs, inverse ETFs, and commodity ETF instruments with the goal to reduce drawdowns under certain market conditions while capturing quantum computing momentum.
Performance
1-year
-13.21%
5 years
N/A
10 years
N/A
Inception
16.06%
Risk Score
3.54/5
RoundlyX Global Arms Race and Conflict Fund
Dividend Growth Strategy
Partner strategy
A dividend-oriented strategy inspired by the investing philosophy of investor Austin Hankwitz. This fund invests in the top 24 stocks ranked on the highest dividend yield and aggressive dividend yield growth rate over the last 5 years.
Performance
1-year
2.86%
5 years
N/A
10 years
N/A
Inception
7.36%
Risk Score
2.8/5
RoundlyX Global Arms Race and Conflict Fund
Quiver DC Insider
Partner strategy
This strategy tracks the performance of companies with a significant amount of both corporate lobbying, government contracts, and congressional stock trading. The portfolio is rebalanced at the start of every month, and weighted to match S&P 500 sector allocation.
This strategy is based on publicly available information, and is not based on insider knowledge. Methodology can be validated by referencing public information.
Performance
1-year
0.81%
5 years
N/A
10 years
N/A
Inception
5.42%
Risk Score
2.8/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Top Gov't Contractors
Partner strategy
Invests in the companies that receive the most government contract income.
This strategy is based on publicly available information, and is not based on insider knowledge. Methodology can be validated by referencing public information.
Performance
1-year
-24.36%
5 years
N/A
10 years
N/A
Inception
-19.67%
Risk Score
3.27/5
RoundlyX Global Arms Race and Conflict Fund
Quiver Insider Purchases
Partner strategy
This strategy uses a proprietary model to score purchases made by Insiders within companies based on factors related to the trade, the insider, and the company. Scores are then rolled up to a company level based on a decaying trailing window, where the top 10 companies are equally weighted at the start of every week.
This strategy is based on publicly available information, and is not based on insider knowledge. Methodology can be validated by referencing public information.
Performance
1-year
-22.94%
5 years
N/A
10 years
N/A
Inception
-41.51%
Risk Score
3.31/5
RoundlyX Global Arms Race and Conflict Fund
Quantbase Social Media Flagship
Invests in a diversified 50-stock portfolio built on social media sentiment and engagement across Twitter, Reddit, and Wikipedia.
Performance
1-year
-9.29%
5 years
N/A
10 years
N/A
Inception
-46.09%
Risk Score
3.67/5