Invest like an index —with a rulebook.
Uptogain publishes one disciplined portfolio: about 60% in a broad index and 40% across ETFs we hold only while they’re trending up. When markets break down, it steps aside. You mirror it in your own brokerage — a few trades a month. You keep custody. You keep control.
No credit card. Backtested & paper results shown — past performance does not predict future returns.
A trend-aware blend of index ETFs.
The core stays invested in the broad market. The satellite sleeve rotates across ~15 liquid ETFs, holding each only while it’s in an uptrend and moving to cash when it isn’t. The result: most of the market’s upside, with materially less of its worst drawdowns.
See the full strategy & track recordFigures are from a backtest over 2005–2026 (dividends reinvested, ~5bps/side costs, unlevered) and a paper account live since June 2026. They are hypothetical, benefit from hindsight, and are not a promise of future results.
Three steps. You stay in control.
Subscribe
Start free and watch the model portfolio and its track record. Upgrade when you want the live target weights and rebalance alerts.
Connect your brokerage
Link your own brokerage account. Your money never leaves your custody — we never touch, hold, or move a dollar of it.
Follow the portfolio
See the current target weights and get a notification when the monthly rebalance changes. You place the trades yourself, in a few minutes.
The honest alternative to the black box.
Radically transparent
One published strategy, every rule and every rebalance in the open. No black box, no discretionary overrides, no “trust the algorithm.”
You keep control
It runs in your account, under your login, with your broker. You can pause, skip a rebalance, or leave — nothing is locked in.
Built to sidestep crashes
The trend sleeve holds assets only while they’re rising and steps aside when they break down — the reason the drawdown is far shallower than the index.
Index-simple, not day-trading
A disciplined blend of liquid ETFs, rebalanced monthly. A long-term, index-style approach — not a get-rich-quick trading room.
We lead with the disclaimers.
Most platforms bury these. For us they’re the whole point.
The strategy is tested against 20 years of market history and has run on a simulated (paper) account since June 2026. It has not yet managed real money over a full cycle. Backtests benefit from hindsight and don’t promise future returns.
Uptogain publishes a model portfolio for general information. We are not a registered investment adviser, we don’t manage your money, and nothing here is personalized advice. You decide if it fits and you place every trade.
This is a long-term strategy. A realistic expectation is a return in the range of a broad stock index over years — think high-single-digits annually with real drawdowns, not “2–3% a month.”
Simple, flat, per-seat.
One strategy, one honest price. No performance fees, no percentage of your money.
Watch the strategy and its live track record.
- The published model portfolio
- Live paper track record
- Strategy explainer & education
Get the live target weights and rebalance alerts.
- Everything in Track
- Current target weights
- Monthly rebalance notifications
- Historical rebalance log
One-click follow inside your own brokerage.
- Everything in Follow
- Brokerage connect (SnapTrade)
- One-click rebalance in your account
- Priority support
Founding members lock $12/mo for life. Cancel anytime — you own your account and your data.
A disciplined portfolio, in your own account.
Start free and follow along. Upgrade when the track record earns your trust.