Active and
dynamic portfolios

Our dynamic portfolios are adjusted to market conditions with the goal of delivering as good - or better - returns than the stock market, but with lower risk. We focus on maximizing returns during strong periods and reducing risk when uncertainty increases.

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448 SEK first month, thereafter 895 SEK/month. No commitment period.

Historical returns do not guarantee future results. Our strategies are for inspiration – not personal advice.

Active portfolios with ETFs

Tactical asset allocation uses quantitative models that continuously adapt to market changes. The models identify trends, risk regimes and momentum, creating a flexible portfolio that can benefit from different market environments.

The aim is not to pinpoint peaks or bottoms, but to avoid major declines during bear markets and participate in uptrends when the trend is positive. The strategies are not based on forecasts or guesses. They follow the market as it actually is here and now.

Tip: How to use active ETF portfolios most wisely
Active portfolios work best as a complement to your long-term portfolio. The goal is not to predict the market but to systematically increase exposure to strength and reduce risk in weakness. Follow the signals monthly to avoid overtrading and catch the big moves.

Overview of model portfolios

Portfolio Description
NQ Hybrid Allocation Adjusts exposure to the market's risk climate and invests in the strongest assets.
NQ Global Trend Invests in global assets that are developing the strongest.
NQ Tactical Allocation Switches between stocks and fixed income/gold based on the market trend.
NQ Sector USA Invests in US sectors with strong trends and switches to fixed income in weaker markets.
NQ Sector Europe* Invests in European sectors with strong trends and switches to fixed income in weaker markets.

*NQ Sector Allocation Europe is based on the NQ Sector Momentum strategy. It is also reported in the Weekly Report with weekly signals, but is now also presented as a model portfolio with monthly signal updates.

Information

Portfolio Strategy Signal update Max holdings Risk level
NQ Hybrid Allocation NQ Hybrid Select Monthly 4 🟨 Medium
NQ Global Trend NQ Global Select Monthly 3 🟨 Medium
NQ Tactical Allocation NQ Full Swing Monthly 1 🟧 Medium–High
NQ Sector USA NQ Sector Momentum Monthly 3 🟧 Medium–High
NQ Sector Europe NQ Sector Momentum Monthly 3 🟧 Medium–High

The maximum number of holdings means that the portfolio can have fewer holdings and thus cash during periods.

Development

The model portfolios are updated at the beginning of each month, and the development presented on the platform and website refers to portfolios without collateral.

Portfolio 2024 (%) 2025 (%) YTD (%)
NQ Hybrid Allocation n/a n/a 22,9
NQ Global Trend 39,2 13,0 25,4
NQ Tactical Allocation 39,9 -2,7 16,4
NQ Sector USA 30,6 1,4 20,9
NQ Sector Europe n/a n/a 14,3

Portfolio performance is reported in SEK and refers to actual outcomes from implemented portfolio changes, not simulated backtests. Calculations are based on closing prices as of August 31, 2026.

Important before you start

Even systematic strategies go through periods of underperformance. This does not mean that the model is broken, but that the market regime temporarily disfavors its logic. The key is to follow the rules consistently, not to change strategy when things go wrong. In the long run, the winner discipline and risk control over noise and emotions.

Advantages of active strategy compared to passive index exposure

It is important to understand how an active strategy works. All strategies have periods of both strength and weakness, this is completely normal and part of the design. To succeed, you therefore need to be long-term, have confidence in the method and stick to the plan even during weaker periods. Many people fail not because the strategy stops working – but because they themselves stop following it.

Perspective Tactical asset allocation (relative momentum) Index
Risk control Reduces drawdowns by rotating away from weak assets Always fully exposed to stocks, even in downturns
Regimo-elect Adapts to different market environments by following the strength between assets Negatively affected by regime changes or periods of high uncertainty
Diversification Switches between stocks, bonds, commodities and gold for broad risk diversification Only stocks, no alternatives in weak stock market periods
Capital discipline Rule-based and emotion-neutral. Decisions are made by the model, not by emotions Requires mental discipline to sit still during strong swings
Potential edge Exploits inertia and trend strength between assets to create excess returns No edge. Follows the market passively
Challenge Underperforms during rapid trend reversals and requires patience when it moves sideways Provides high correlation to the stock market and lacks protection during market downturns

Not sure which one is right for you? Read more below

Is an active portfolio with ETFs right for you?

These types of tactical ETF portfolios aren't for everyone. They're designed for investors who want a more active strategy—but without having to do the work themselves.

Here is a simple checklist to help you decide if it's right for you:

Suitable for you as…

  • Want to follow market trends and reduce risk in weaker periods
  • Believes that active strategies can provide better risk-adjusted returns than passive indices
  • Accepts that the portfolio may sometimes be defensive or out of stocks entirely
  • Have an investment perspective of at least 1–3 years
  • Want to follow clear and systematic signals without having to make your own decisions
  • Sees value in combining multiple asset classes (stocks, interest rates, gold, commodities)

Less suitable for those who…

  • Want a completely passive solution (e.g. an All-Weather Portfolio or index fund)
  • Want to own the same assets all the time
  • Gets worried when the portfolio changes positions frequently
  • Expect to beat the stock market every year. The goal is a smoother ride, not constant records
  • Have a short investment horizon or need the money soon
  • I have a hard time accepting that the strategy sometimes works differently than the stock market, even if the aim is a smoother journey over time.

Passive all-weather portfolio vs active tactical strategy

Passive all-weather portfolio Active tactical strategy (ETFs)
Purpose Stable, balanced returns in different market climates. Higher risk-adjusted returns by following trends and reducing risk in weaker periods.
Investment style Passive and long-term. Active and adaptable.
Assets Fixed weights between stocks, interest rates, gold, etc. Weights change based on trend and momentum signals.
Rebalancing Rarely (e.g. 1–2 times/year). More frequently (e.g. monthly or according to signal).
Risk profile Low to medium. Average (may decrease in decline, but weaker in sideways market).
Benefits Simple, robust, requires minimal follow-up. Flexible, can avoid large falls, follows strength.
Disadvantages Follows declines to some extent. May underperform in sideways/mean-reversion regimes.
Best suited for Investors who want a secure base without active monitoring. Investors who want to follow systematic signals and be more active.

RISK WARNING

Investing in financial markets always involves risk. Historical performance is no guarantee of future results, and there is a possibility that you may lose all or part of your invested capital. Our analyses and indicators are based on historical data and statistical models, but these models cannot predict future market movements with complete certainty.

The value of investments may fluctuate significantly due to market conditions, company-specific factors and global economic events. It is important that you carefully consider your financial situation and your ability to bear potential losses before investing. The Service does not provide personal investment advice and recommends that you seek independent financial advice before making any investment decisions.

NeuroQuant employees may own or trade securities mentioned in analyses or based on indicators used in our services. This may potentially create conflicts of interest, but we strive for full transparency and professional integrity in all our activities. Following our analyses and indicators involves increased risk if the market moves in an unpredictable manner. You should only invest money that you are prepared to lose and understand that past performance, analyses or models provided through the service do not guarantee future results.

Become a customer in 2 minutes

Our dynamic strategies are for those who want a smarter and more flexible investment. We combine robust methods with clear rules to create an active portfolio that adapts to the market – without you having to speculate or try to pinpoint peaks and troughs.

  • Adapted to the market – not guesswork
  • Focuses on high Sharpe ratio and low risk
  • Possibility of extra returns through lending

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Frequently asked questions

What does the service offer?

We offer systematic investment strategies, signals and education to help you make better investment decisions. The focus is on providing clear and objective signals without unnecessary noise.

What types of investors can use the service?

Everyone! Our strategies are suitable for both beginners and experienced investors. We offer simple solutions for those who want to get started quickly and in-depth analysis for those who want to get nerdy.

What prerequisites are required?

No prior knowledge is required, but there are no shortcuts to success. We recommend that you go through all of our educational materials to get a good understanding of the strategies we offer.

How do your systematic strategies work?

Our strategies are based on robust rules and historical data, not forecasts. We follow trends and market signals that have been proven to work over time. For some it may be a new and different way to invest, for us it is an obvious approach that gives us an advantage over many other investors.

Is it difficult to get started?

No, you can start with our ready-made strategies right away. We guide you step by step so that you can quickly start taking advantage of analyses and signals.

Can I combine your strategies with other investments?

Yes, our strategies can serve as a complement to your existing portfolio or as a complete investment solution.

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