Books

Books: the portfolios the intelligence runs

A Book is a living, parameterised portfolio in which Opulence Alpha's research, forecasts, validation, allocation and measurement operate every trading day. Its policy is declared in full, so every position traces back to a parameter, and every outcome is measured against a benchmark.

Books

The three model portfolios

The platform runs one Book for each risk profile the sign-up questionnaire can assign. All three use the same forecasts and the same construction; they differ in how much risk each may take.

BookRisk profileLargest single positionGross exposure target
ConservativeFor keeping what you have, ahead of inflation.Lowest ceilingFully invested
ModerateFor growing steadily, without much drama.Middle ceilingFully invested
GrowthFor getting the most out of it you can.Highest ceilingAbove fully invested

How the three model portfolios are built

Sized by conviction

A position grows with the strength of the model's forecast, and each position's uncertainty comes from its own forecast interval, so a wide interval shrinks its own bet.

Three horizons, blended

The 5-, 21- and 63-trading-day forecasts are weighted equally into one ranking.

Costs charged on every fill

Each stock's own measured bid-ask spread (capped at 60 basis points), a 0.5-basis-point commission, and a market-impact charge on orders large enough to move the price.

Risk that can only tighten

Tiered drawdown circuit breakers, bounds on gross and net exposure, and a regime overlay that can reduce risk but never add it.

How a Book is governed

Before: the Promotion Gate

A strategy is validated before any Book may express it, and a check that could not run counts as a failure.

The Promotion Gate →

During: the risk budget

Every change is checked against the Book's risk budget, set in CVaR, before it is taken; a block never stops a reduction.

Risk intelligence →

After: measured every trading day

Each Book's value is published every trading day beside the S&P 500 and Nasdaq 100; the Refutation Ledger keeps the weekly Golden Ticket benchmark it is compared with.

The Refutation Ledger →

Build your own Book

An account starts from a risk profile or a template and runs its own Book under a declared policy, measured the same way.

Plans and the free 30-day trial →

Opulence Alpha is non-custodial research software. Nothing here is investment advice.