Rules-Based S&P 500 Factor Portfolios With a News-Sentiment Overlay
+ AI Research Terminal
5 model portfolios from 5 factor sleeves —
fully transparent, updated monthly.
Execute in your own brokerage account with downloadable holdings and clear monthly rebalance instructions. News-sentiment overlay flags headline-driven risk as narratives shift. The AI research terminal provides explainable context for every holding.
Why PeakSync?
Designed for investors who want edge they can explain
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Prebuilt portfolios: 5 model portfolios built from 5 sleeves
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Transparent rules: factor scoring you can understand
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News overlay: sentiment helps avoid persistent negative narratives
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You control execution: no pooled fund, no lockups
Evidence, not vibes—hypothetical backtests with CAGR, Sharpe, and drawdown.
An AI powered research terminal is included:
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Macro Dashboard: trend + risk regime in one view
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Research Analyst: Turn headlines + fundamentals into a clean, explainable thesis.
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News Brief: headline scanning with clickable sources
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Signals & Downloads: grab holdings and rebalance instructions
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Risk Desk: drawdown, concentration, and turnover check
How it works?
1) PeakSync ranks the S&P 500 with factor sleeves
Each sleeve scores stocks using transparent, rules-based signals.
2) PeakSync combines the sleeves into 5 portfolios
Portfolios blend sleeves into different risk profiles and styles.
3) You mirror the trades in your own account
Monthly constituent refresh (sell exits, buy entrants); remaining holdings not resized.
The News Sentiment Overlay
PeakSync adds a live news-sentiment layer on top of the factor engine to help avoid persistent negative narratives and favor improving stories.
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Scores news flow: Headlines + company updates are scored for tone and direction.
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Down-ranks chronic negativity: Strong factor names with persistently bad news can be reduced or removed.
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Favors improving stories: When factor scores are similar, improving sentiment breaks ties.
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Adapts in stress: In broad risk-off tape, the system can tilt toward quality/carry.
Not day-trading. Designed to improve selection and risk control while staying explainable.
Get 50% Off For Your First Month
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Start for $45 - Then $90 Month
In addition to the terminal access your subscription includes:
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5 S&P 500 Portfolios 15-yr Backtested CAGR Peak Core 14.3%
Peak Edge 15.2%
Peak Growth 15.4%
Peak Guard 13.7%
Peak Value 14.4%
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AI Powered Research Terminal
Macro Dashboard
Research Analyst
Signals
News Brief
Risk Desk
Portfolios typically hold 50 positions with monthly rebalancing and are constructed from a blend of the factor sleeves.
15 Year Portfolio Performance
Illustrative, pre-fee & pre-cost. Past performance ≠ future results.
S&P 500 Pro Portfolios
Peak Core
Peak Edge
Peak Growth
Peak Guard
Peak Value
15yr CAGR
14.3%
15.2%
15.4%
13.7%
14.4%
Turnover
49%
51%
73%
14%
37%
Sharpe
0.94
0.91
0.91
0.92
0.95
Max Drawdown
-34%
-33%
-33%
-33%
-30%
Backtested, monthly rebalance; pre-fee & pre-cost; estimated .10% fixed slippage costs.
Who PeakSync Is For
PeakSync is built for investors who:
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Want more than index funds, but don’t want to live inside spreadsheets or day-trade.
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Prefer rules over gut feel, and are comfortable with a systematic process.
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Like seeing clear, long-term stats—CAGR, Sharpe, drawdown—before committing capital.
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Want portfolios they can implement through their existing brokerage or advisor.
If you think in terms of sleeves, factors, and long-term discipline, PeakSync was built for you.
Compliance and Expectations
PeakSync provides AI Factor model portfolios and quantitative research for educational and informational purposes only. PeakSync does not manage money, provide personalized investment advice, or guarantee future results.
All performance figures shown are hypothetical backtests on the S&P 500, based on specific rules, assumptions, and data sources, and are before fees and taxes. Real-world results will differ from backtested performance. Past performance is not indicative of future results.
If you choose to implement any model portfolio, you are responsible for your own investment decisions and for understanding the risks involved.