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Copy Our Top 10 Model Portfolio

At Dual Returns, we have been using artificial intelligence for well over a decade. It has helped us build and shape our investment process, risk models, asset allocation, and security selection processes, to name a few.  What would take thousands of man hours can simply be done in a few minutes using our powerful systems.

Our most popular service is our Top 10 Portfolio.  We provide 10 stocks to hold each month.  You simply re-balance the portfolio on a monthly basis.

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In Numbers


Average Annual Return

This is the Top 10 Portfolio's returns per year over the past 10 years.


Annual Positive Returns

The Top 10 Portfolio has had just one down year over the past 10 years (2018) and has produced a positive return 90% of the time, going back to 2013.


Best Month

The best month for the Top 10 Portfolio over the past 10 years was a +35% in November of 2020.

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Portfolio Updates Each Month

We keep it simple with updates to our portfolio just once a month. On the first trading day of each month, we send our insiders an update so they can copy our trades instantly.  This takes less than 10 minutes per month!

A high-performance portfolio you can replicate!

  • Our benchmark is the S&P 500 index. Most investors and institutional investors attempt to outperform this index. By every measure, our portfolio typically outperforms the S&P 500.

  • Our portfolio is designed to provide high returns while minimizing risk.

  • Since we started in 2009, our portfolio grew at an annualized rate of 24% per year. By comparison, the S&P 500 had a 10.7% annualized rate of return over the same period.

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Experienced & Professional

A portfolio you can copy

  • Our portfolio only holds 10 stocks at a time. We hold these stocks for a month and update our holdings once per month, on the first trading day of the month.

  • When you become an insider, you get to see the list of these 10 stocks before the stock market opens on the first trading day of the month.

  • It takes less than 10 minutes per month to place the buy and sell orders to copy our portfolio. And you get to use the brokerage firm of your choice. It's your money and your trades. We never touch your money!


Maximize Your Financial Progress

We use leading financial strategies to tackle this challenging market. The outcome is a successful approach strategically designed to optimize risk to return ratios as often as possible. We help to analyze various investment scenarios and trading vehicles, and send out timely trade alerts so you can follow along with what we are trading.

There's no guesswork and no emotional bias.

  • The Top 10 Portfolio is managed algorithmically using a quantitative directional (equity hedge) strategy.

  • Because it relies solely on technical analysis, there is no guesswork and no emotional bias.

  • Our algorithms have a 10+ year track record and update once per month to keep trading activity and costs to a minimum.

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Innovative Investment Strategies

We assist investors with multiple trading services, helping them invest in the financial markets with confidence and precision, all while working toward financial success. Our methods are tried and true formulas that have been perfected over the past two decades. With vast professional backgrounds, we are here to help you develop sound trading strategies for a successful present and future path to success.

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Please Read

Dual Returns offers general trading advice that does not take into consideration factors such as your trading experience, personal objectives and goals, financial means, or risk tolerance. If you have any concerns, it is suggested that you seek advice from a professional financial advisor. Keep in mind that past performance is no indication of future results.

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