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Academic research project. Hypothetical walk-forward performance — no foreknowledge, not a live track record. Not investment advice, not FCA-authorised, capital at risk.

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For general questions about the methodology, the published performance, or technical notes, please use the form below. We aim to reply within 5 working days.

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Important: Factual market data and education only — not investment advice, not a personal recommendation, and not authorised or regulated by the FCA. Model-portfolio performance is hypothetical walk-forward simulation, not a live track record. Capital is at risk; past performance is not a guide to the future.

Full risk disclosures & regulatory status

Important risk disclosures

This website is an academic research project demonstrating a portfolio construction technique. It does not constitute investment advice, a financial promotion, an offer to sell, or a solicitation to buy any security or investment product. Nothing presented is a personal recommendation.

Performance shown is hypothetical and simulated from historical price data on a strict walk-forward basis (no foreknowledge at any rebalance). It has not been achieved by any real investor. Hypothetical results still have inherent limitations: the set of products shown was chosen with knowledge of which approaches performed well (selection bias), and real-world trading carries additional risks not modelled here (execution slippage, partial fills, liquidity gaps, broker outages, taxation events).

Capital is at risk. The value of investments and any income from them can fall as well as rise and you may get back less than you invest. Past performance is not a reliable indicator of future returns. Tax treatment depends on individual circumstances and may be subject to change.

Regulatory status

This site is not authorised or regulated by the Financial Conduct Authority and does not provide a regulated service. No advice — generic, specific, or otherwise — is given. If you are considering investing, seek guidance from an independent financial adviser authorised and regulated by the FCA.

Hargreaves Lansdown is referenced solely because the strategy is constructed from instruments tradable on their platform. We are not affiliated with, endorsed by, or sponsored by Hargreaves Lansdown plc.

All trademarks, fund names, and ticker symbols are the property of their respective owners. Use of those identifiers here is purely informational and does not imply any endorsement.

The Research Lab (our signals, concepts, company research and idea book) is an open experiment published for transparency — generic research and education, not advice and not a personal recommendation. The people behind it run a fully-automated intraday quantitative strategy that holds no single-name shares and trades none of the companies covered. See the Research Lab disclosures & risk notice.