Reading the market
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Conviction —/10
Show me the proof
The proof
Beating 60/40 since Jan 2026
ADZO Model
vs
60/40 Bench
saved on $10,000
Decision log — every move explained
Rules-based: regime + scanner + VAMS + 200MA filter. Rebalanced monthly. No discretion.
See the current portfolio
Model portfolio
How I'm positioned
Why these?
Why we think this
The evidence
Show me the numbers
For the curious
The numbers
Bullish
Neutral
Bearish
Top momentum — VAMS
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