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Follow my strategies.

Two rules-based strategies I run with real capital, alongside a discretionary equity portfolio. Fully backtested, published in full. The signal you see is the one I trade. I also provide a Bitcoin trend strategy — for those who want crypto exposure without the catastrophic drawdowns.

Optimal Momentum

What it is

A systematic strategy that holds a concentrated portfolio of 7 US large-cap equities selected by price momentum, filtered by profitability and market regime. No discretion, no overrides — the model decides.

How you follow it

On the 1st of each month, the signal updates with the 7 new positions. You receive them via the site, email, and Telegram — then rebalance your portfolio accordingly. Takes about 5 minutes. One decision per month.

+28.6%
CAGR
1998–2026
−34.3%
Max
Drawdown
0.04
Correlation
vs S&P 500

$100k invested — Jan 1998

$121M
OPTIMAL MOMENTUM
$722k
S&P 500

Bitcoin Trend Signal

What it is

For those who want systematic crypto exposure. The signal is binary: long BTC or cash. Every day, the model evaluates trend and volatility conditions and outputs a clear answer — invested or out. No leverage, no altcoins, no derivatives.

How you follow it

The signal updates daily and is always visible on the site. When it changes state, you receive a Telegram and email notification. You act on the change — or don't. Simple.

+88.8%
CAGR
since 2015
−30%
Max
Drawdown
0.17
Correlation
vs S&P 500

$100k invested — Jan 2015

$22.6M
BTC TREND STRATEGY
$23M
PASSIVE BTC — MAX DD −77%

Why both?

The two strategies are nearly uncorrelated with each other (−0.01) and with the broader market. Combined, they add genuine diversification — not just a different way to own the same risk. I invest in both myself, alongside a discretionary book of individual equities.

0.04
Momentum
vs S&P 500
0.17
BTC Trend
vs S&P 500
−0.01
BTC Trend
vs Momentum

What's included

✓
Optimal Momentum signal Monthly positions in US equities — updated on the 1st. 28-year backtest, +28.6% CAGR, Sharpe 0.88.
✓
Bitcoin Trend Signal Long or cash. Monthly decision based on RSI, moving average, and volatility. Avoids the major drawdowns.
✓
Full research library All strategy reports, factor studies, parameter sensitivity analyses, and investment cases — published in full.
✓
New research as it's published Every new backtest, investment case, or factor study added to the library as it's completed.

Pricing

€40
per month
€400
per year
Save €80 — 2 months free
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Questions? Feel free to reach out — @luisbivar on X or LinkedIn.