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Welcome to your own marketplace of tactical investment models.

We are empowering thousands of investors with the tools, tech, and cutting-edge strategies to help achieve financial freedom simpler, safer, and sooner.

Growth
Income
Preservation
Speculative

Growth Sidepockets

Designed for maximum growth within your risk tolerance over your investment lifetime.

Name
Ann. Return
Volatility
Sharpe
Max Draw
Data range
Risk Level
Conservative Growth Multi-Signal
7.2
%
4.86
%
1.25
-4.88
%
10/31/11 - 5/15/24
Lower
Risk
Moderate Growth Multi-Signal
9.15
%
7.22
%
1.11
-8.75
%
10/31/11 - 5/15/24
Moderate
Risk
Aggressive Growth Multi-Signal
10.48
%
8.43
%
1.1
-10.49
%
10/31/11 - 5/15/24
Moderate
Risk
Hedged Dual Momentum
6.29
%
7.52
%
0.72
-13.99
%
10/31/11 - 5/15/24
Higher
Risk
Enhanced 60/40
11.92
%
8.88
%
1.2
-9.53
%
10/31/11 - 5/15/24
Moderate
Risk

The following is a backtested model of Sidepocket model data and is not updated on a market-to-market basis for practical purposes and should not be used for evaluation purposes. For live performance data of all models, use the Sidepocket app.

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Income Sidepockets

Designed for consistent income within your risk tolerance. Fantastic for IRAs.

Name
Ann. Return
Volatility
Sharpe
Max Draw
Data range
Risk Level
Conservative Income Momentum-Optimized
5.83
%
4.91
%
0.96
-6.05
%
10/31/11 - 5/15/24
Moderate
Risk
Moderate Income Momentum-Optimized
6.31
%
5.67
%
0.92
-7.19
%
10/31/11 - 5/15/24
Moderate
Risk
Aggressive Income Momentum-Optimized
6.78
%
6.48
%
0.88
-9.24
%
10/31/11 - 5/15/24
Moderate
Risk

**The above models and data are hypothetical, and are purely meant to show an example of the Sidepocket  Explore section. To view model performance, please go to the Sidepocket web or mobile application.

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Capital Preservation Sidepockets

Designed for maximum growth within your risk tolerance over your investment lifetime.

Name
Ann. Return
Volatility
Sharpe
Max Draw
Data range
Risk Level
High-Yield Bond Crossover
3.37
%
2.48
%
0.93
-3.66
%
10/31/11 - 5/15/24
Lower
Risk
Risk-Optimized High Quality Yield
3.22
%
5.56
%
0.4
-5.94
%
10/31/11 - 5/15/24
Moderate
Risk
Risk-Optimized Bond Rotation
3.83
%
3.23
%
0.86
-3.64
%
10/31/11 - 5/15/24
Lower
Risk

**The above models and data are hypothetical, and are purely meant to show an example of the Sidepocket  Explore section. To view model performance, please go to the Sidepocket web or mobile application.

Download Sidepocket

Speculative Sidepockets

Designed for risk takers. Built for market outperformance, but carry more risk.

Name
Ann. Return
Volatility
Sharpe
Max Draw
Data range
Risk Level
US Core Risk-Optimized 2X
21.16
%
18.32
%
1.09
-21.3
%
10/31/11 - 5/15/24
Moderate
Risk

**The above models and data are hypothetical, and are purely meant to show an example of the Sidepocket  Explore section. To view model performance, please go to the Sidepocket web or mobile application.

Download Sidepocket

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Even with the know-how required to invest and manage those investments will still take you away from what matters - your family, your career and your passions. Sidepocket offers Investment Models which rebalance automatically, so you don’t have to worry about being a financial professional and trading on your own.

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Tactical Rebalancing

Disclaimer: This graph is representative of a hypothetical
scenario, not actual performance. Detailed performance
data can be reviewed in the Sidepocket platform.

Automation

Disclaimer: This graph is representative of a hypothetical
scenario, not actual performance. Detailed performance
data can be reviewed in the Sidepocket platform.

Analytics

Disclaimer: This graph is representative of a hypothetical
scenario, not actual performance. Detailed performance
data can be reviewed in the Sidepocket platform.

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We live in turbulent times

The markets are changing more than ever before, and this can leave many people explored to losing much more than they realise.

You can minimise impact of market crashes

We do one thing better than anyone else and that is about reducing the risk and impact of market crashes and dips through tactical asset allocation.

Signal updates every minute,
every day

Sidepocket’s next-era technology monitors your portfolio every minute to adapt to market trends so you can focus on what is important - with access to your money and our support team, 24/7.

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