25 Years of Quant Momentum Research
Yours to Run.
Three backtested ASX portfolios with weekly buy and sell alerts. First month free, then from $110/month, or free, with access to pre-IPO deals and our trading services, when you invest through an Ausbiz Capital account. No lock-in and you can cancel anytime.
Stay ahead with weekly buy & sell alerts by SMS and email
- First month free, try everything before you pay
- Free with an Ausbiz Capital account, open an account for $0 service fees plus pre-IPO deal access
- Cancel anytime, no lock-in contract
- You stay in control, trade through your own broker or ours
- 25 years backtested, across multiple market cycles
Professional-Grade Portfolios You Control
Three Strategies. One Subscription.
Your first month is free. After that, use your own broker from $110/month, or invest through an Ausbiz Capital account and pay nothing for the service. All three backtested portfolios, weekly trade alerts and market insights included.
Growth
Aims to capture strong growth from a diversified portfolio of S&P All Ordinaries stocks outside the S&P/ASX 200. It targets companies in early growth stages, paired with disciplined risk management designed to help reduce capital losses during market volatility.
Balanced
Invests in a select portfolio of S&P/ASX 200 companies chosen for strong price momentum. Our quantitative approach identifies top performers while dynamically adjusting risk during market downturns, with the aim of managing risk-adjusted returns across a full market cycle.
Income
Aims to generate consistent income from high-yield S&P/ASX 200 stocks that also offer capital-growth potential. Using both fundamental and technical filters, it targets an above-market dividend yield, supported by proactive risk management.
Compare the three strategies
Each strategy is built on the same quantitative, momentum-based research and is designed to be easy to run yourself. Choose the one that fits your goals.
| Strategy | Growth | Balanced | Income |
|---|---|---|---|
| Annualised return* | 16.27% | 13.16% | 11.12% |
| Focus | High-growth, early-stage companies | Price momentum with risk management | Income plus capital-growth potential |
| Universe | All Ordinaries (ex ASX 200) | S&P/ASX 200 | High-yield S&P/ASX 200 |
| Rebalanced | Weekly, every Monday | Weekly, every Monday | Weekly, every Monday |
| May suit | Higher risk tolerance, long horizon | Balanced growth across cycles | Income-focused investors & SMSFs |
*Annualised returns are based on 25 years of backtesting against historical data and were last updated 16 April 2026. Past performance is not a reliable indicator of future performance. This information is general advice only and does not take into account your objectives, financial situation or needs.
How $100,000 could have grown
A hypothetical $100,000 invested in the Balanced strategy, compared with the S&P/ASX 200, based on 25 years of backtesting since January 2000.
Hypothetical performance based on 25 years of backtesting against historical data, rebased to $100,000 from January 2000. Past performance is not a reliable indicator of future performance. This information is general advice only and does not take into account your objectives, financial situation or needs.
Two ways to get started
Trial and subscribe with your own broker, or open an Ausbiz Capital account and get the service free, plus access to investment opportunities subscribers don't see.
Subscriber
Use your own broker. First month free, then $1,320 paid annually, or $125 month-to-month with no lock-in.
- Full access to all three model portfolios
- Weekly buy, sell & hold alerts by SMS and email
- Secure online portal & performance tracking
- Trade through your existing brokerage account
- Model portfolio service only
Client
Open an investing account with Ausbiz Capital. The full service at no cost, keeping $1,320 a year in your portfolio.
- Everything in Subscriber at no cost
- Access to our trading services, IPOs, placements and pre-IPO opportunities as they arise (eligibility criteria apply)
- Your investments stay in your name, you approve every trade
Account eligibility and terms apply. This information is general advice only and does not take into account your objectives, financial situation or needs.
A Disciplined Process, Not Predictions
Stocks are screened and ranked by measurable momentum signals and re-tested every week, with rules designed to reduce exposure during sustained market downturns. We send the signals, you place the trades, and your money stays in your name at all times.
Tested Across 25 Years of Market Cycles
Built for serious self-directed investors & SMSFs
Institutional-grade quantitative research, delivered in a format you can run yourself, backed by an AFSL-authorised licensee.
“The weekly alerts are clear and easy to act on. I place every trade myself through my own broker, so I always know exactly what is in my portfolio and why.”
“I run my SMSF myself and wanted research I could trust without handing over control. The portal and the weekly updates give me exactly that, in plain language rather than jargon.”
“What I value most is the discipline. The portfolios take the emotion and guesswork out of my decisions, and the team is easy to reach whenever I have a question.”
What You Get with Your Subscription
Powerful wealth-building solutions without the complexity
Everything you need to invest like a pro: weekly trade signals, performance tracking and expert strategies, delivered seamlessly to you
Your First Trade Alerts Could Arrive Monday Morning
Register in under two minutes and you're in: the portal, all three portfolios and the full trade history, straight away. Portfolios are reviewed every Monday at 9am, and if anything changes, buy and sell alerts hit your inbox by 9:30. So by your second week you'll have seen exactly how the process runs, with three more Mondays still left in your free month.
Take the month to watch it work. Then keep going from $110/month with your own broker, get it free with an Ausbiz Capital account, or walk away without paying a cent.
Frequently asked questions
Is my money managed for me?+
No. You stay in full control. We provide the research, model portfolios and trade alerts; you decide and you place the trades, through your own broker or through your Ausbiz Capital account.
Can I cancel anytime?+
Yes. Your first month is free and you can cancel anytime during the trial. After that, month-to-month subscriptions have no lock-in; annual subscriptions are paid for the year in advance.
What do I receive each week?+
Weekly buy, sell and hold alerts, plus portfolio updates and performance tracking inside your secure online portal.
Do I need my own broker?+
No. You can use your own broker, or open an investing account with Ausbiz Capital and place your trades through us. Either way you get the full model portfolio service.
What extra do I get by opening an Ausbiz Capital account?+
The complete model portfolio service at no cost, the option to place your trades through us, and access to our trading services, IPOs, placements and pre-IPO opportunities as they arise. Eligibility criteria apply to some opportunities.
Is this personal financial advice?+
No. Everything we provide is general advice only and does not take into account your personal objectives, financial situation or needs. Consider seeking personal advice before making decisions.
Can SMSFs use the portfolios?+
Yes. The portfolios are popular with SMSF and self-directed investors. Subscription fees may be tax deductible depending on your circumstances; please seek professional advice.
How much does it cost after the trial?+
If you use your own broker, $110 per month when you pay for a year in advance ($1,320 annually), or $125 per month on a month-to-month basis. Free for clients who hold an investing account with Ausbiz Capital. Account eligibility and terms apply.
More questions? See the full Model Portfolios FAQ.
Get instant access
Register in under two minutes
Fill out the short registration form and you are in. You get instant access to the full model portfolio service, free for 1 month.
Explore all three portfolios free for 1 month
Full access from the moment you register: the secure portal, all three portfolios, weekly buy and sell alerts and performance tracking.
Decide which strategy aligns with your objectives
Compare all three portfolios inside the portal and decide which aligns with your own objectives. Our team is happy to answer questions about the service (general advice only).
Start your free month now
Instant access. Your login details arrive by email the moment you register.
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