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Simple Portfolio Service

Momentum-driven portfolios.
Auto-traded in your brokerage account.

Three systematic strategies built on 20+ years of market experience. Subscribe on Collective2, connect your broker, and trades replicate automatically — your money never leaves your account.

Verified on Collective2 · Live track record · Your capital, your control

Most investors lose to the market — not because of bad picks, but bad timing.

Emotion drives buy-high, sell-low decisions. Conviction trades become bag-holds. "I'll just wait for it to come back" turns 10% drawdowns into 40% drawdowns.

The fix isn't smarter predictions. It's removing yourself from the decision.

The Solution

Systematic momentum. Defined exits. Your capital, your control.

Markets always have a bull run somewhere — a sector, an asset class, a theme. Our portfolios identify where momentum is building and ride it until the signals say stop. Every entry, every exit, every position size is pre-defined. No predictions. No hoping.

When markets turn, the strategies shift to cash. Capital preservation is the default, not an afterthought.

  • Your money stays in your account. No fund, no PMS, no lockup. Full custody and control.
  • Fully transparent. Every trade, every signal, every drawdown — verified live on Collective2.
  • Skin in the game. The strategies run in my own accounts. You see the same fills I see.
  • Three risk profiles. ~1x leverage (Strategic: Stocks), ~2x leverage (Balanced: mix of leveraged and non-leveraged ETFs), or ~3x leverage (Leveraged: leveraged ETFs). No account margin — pick your appetite.
  • Built for working professionals. Set up once, review monthly, get on with your life.

Returns earned honestly, not borrowed.

Before subscribing to any trading strategy, there's one number worth checking that most subscribers overlook: leverage. Leverage amplifies both gains and losses — understanding how a strategy generates its returns is just as important as the returns themselves.

Strategy Margin Used Leverage Source
Simply Strategic Under 1x No margin — cash-basis stock positions
Simply Balanced Under 2x Mixed leveraged + non-leveraged ETFs — leverage built into select ETFs only
Simply Leveraged Under 3x 100% leveraged ETFs (TQQQ, SOXL, etc.) — no account margin
Drawdowns stay recoverable A bad month is a bad month — not an account wipeout. Positions never face a margin call from our trades.
ETF leverage is capped Simply Leveraged's leverage comes from the ETFs themselves — fully disclosed and capped by the funds.
Stay invested through volatility Defined exits mean you're not watching your account hourly during turbulent markets.
The Three Products

Pick the strategy that fits you.

Three strategies, one engine, three risk profiles. Pick the one that matches your risk appetite — or combine them.

Active Picks · Lower Risk
Simply Strategic
~20 conviction stock trades curated from active research. 100% individual stocks, total leverage under 1x — no margin, no leveraged ETFs. Blends momentum signals with hands-on research and market judgment.
View on C2
Holdings
~20 Stocks
Leverage
Under 1x (no margin)
Best For
Conservative growth, $15K+
Trade Frequency
Variable
Risk Level
Moderate
Systematic · Balanced
Simply Balanced
A blend of leveraged and non-leveraged ETFs that holds total portfolio leverage under 2x. The middle ground — meaningful upside in trending markets, but with the dampening effect of unleveraged broad-market ETFs to soften drawdowns.
View on C2 Back Testing Results
Holdings
Mixed ETFs (leveraged + non-leveraged)
Leverage
Under 2x (ETFs)
Best For
Balanced growth, $10K+
Trade Frequency
Weekly to monthly
Risk Level
Moderate to High
Systematic · Higher Risk
Simply Leveraged
100% leveraged ETFs riding the strongest momentum. Concentrated positions in 2x and 3x ETFs (TQQQ, SOXL, FNGU, FAS, and similar) with total portfolio leverage under 3x. Aggressive upside, systematic exits to cash during turbulence.
View on C2 Back Testing Results
Holdings
3–4 Leveraged ETFs
Leverage
Under 3x (ETFs)
Best For
Aggressive growth, $10K+
Trade Frequency
Weekly to monthly
Risk Level
High

How It Works

Four steps. About 20 minutes to set up.

1
Subscribe on Collective2

Pick the strategy (or strategies) that fit you. Monthly subscription, cancel anytime.

2
Connect your brokerage

Collective2 supports Interactive Brokers, TradeStation, Tradier, and others. One-time setup.

3
Trades replicate automatically

When the strategy enters or exits a position, your account follows — sized to your capital. No manual orders.

4
Stay in control

Your money never leaves your broker. Pause, override, or unsubscribe at any time.

Step-by-step Auto Trading setup guide Collective2's official walkthrough — broker connection, scaling, and going live in under 20 minutes.
View Setup Guide

Is this right for you?

A good fit if you…
  • Want systematic momentum without building models yourself
  • Have a full-time career and don't want to watch markets daily
  • Want full custody of your capital — no funds, no lockups
  • Are willing to accept short-term volatility for long-term compounding
  • Have at least $5,000–$10,000 to deploy
Probably not a fit if you…
  • Need guaranteed returns or capital protection
  • Want to day-trade or chase tips
  • Can't tolerate 15–25% drawdowns on the leveraged strategy
  • Are looking for tax-optimized, low-turnover investing
About the Strategy Owner

Two decades in markets. Engineering rigor. Skin in the game.

SPS

I have 20+ years of investing experience across global markets. SPS is a personal initiative — developed on my own time, funded with my own capital, and running systematic strategy myself alongside subscribers.

Each strategy is the product of years of research, rigorous backtesting, and live refinement. The goal was simple: build something I would trust with my own money — and make it transparent enough for others to replicate.


Common questions

$5,000–$10,000 is a reasonable minimum for any single strategy. Smaller accounts can subscribe but will see higher tracking error due to share-rounding.

Each strategy has a monthly subscription fee on Collective2. See the Collective2 listings for current rates.

No. SPS is a Collective2 signal provider, not an RIA. The information provided is educational and reflects the strategy owner's personal trading. It is not personalized investment advice.

Yes — both systematic strategies (Simply Leveraged and Simply Balanced) run in my personal accounts in parallel with the published signals.

Typically a few trades per month per strategy. This is not a day-trading service.

Each strategy has defined exit rules that move the portfolio toward cash during sustained downtrends. Drawdowns still occur — they just don't compound into catastrophic losses.

Yes. Many subscribers run two or three in parallel for diversification. Collective2 lets you pause, override, or selectively replicate trades — you're always in control.

Ready to put momentum to work?

Start with the strategy that fits your risk profile. Monthly subscription, cancel anytime, your money stays in your account.