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Weekly outlooks, monthly reviews, macro and company updates from the Legacy investment team.
Legacy Portfolio
Transparency. Process. Performance.
Welcome to Legacy Portfolio
This channel is dedicated to full transparency on my personal portfolio.
You'll find all updates on my positions, allocation changes, and the reasoning behind every move.
Strategy Vault
A curated library of systematic investment strategies across global markets. Explore each strategy’s investment thesis, methodology, risk profile, live performance, portfolio role and ongoing updates — all in one place.
Meridian Trend Program
Monthly Returns Matrix
Generate consistent, risk-adjusted returns through rules-based, systematic execution and strict risk management.
| Market | US30 (Dow Jones) |
| Style | Systematic Intraday |
| Asset Class | Equity Index |
| Direction | Long & Short |
| Trade Frequency | Moderate |
| Holding Period | Intraday |
Designed to operate across varying intraday conditions. Uses volatility filters to determine participation and reduces exposure when market conditions are unfavorable.
Provides systematic exposure with a differentiated return stream alongside FX, commodities, and other systematic strategies.
Algorithmic MT5 Overlay Matrix
Rolling Drawdown
Annual Returns
Execution metrics synced securely from Myfxbook telemetry.
| Symbol / Instrument | Asset Class | Execution Type | Exposure % | Status |
|---|
Equity Curve
Drawdown
Annual Returns
Monthly Returns
Model Portfolios
Diversified allocations that combine Legacy strategies into a single systematic mandate, mapped to an investor's risk profile and objective.
Series XR100
LIVE| Strategy | Market | Type | Max Drawdown | Role |
|---|
(Since Jan 2018)
Market Briefings
Weekly video updates, monthly reviews, quarterly outlooks and the full webinar and education library.
Research Calendar
Economic releases, earnings, portfolio reviews and community events.
Knowledge Base
The foundations of Legacy's approach — investment philosophy, portfolio construction and risk management, in plain language.
Onboarding documents
Whitepapers, portfolio guides, disclosures and client documents — everything downloadable in one place.
Updates
A single changelog for strategy updates, new research, platform changes and whitepaper releases.
Capital OS
Your live portfolio: holdings, performance, allocations and account-level analytics. Capital OS is Legacy's custom Python portfolio operating system — distinct from this research portal, and opens in its own window.
Real-time view of every position across your linked accounts, reconciled nightly against custodian records.
Time-weighted and money-weighted returns, benchmarked against your model portfolio target.
Exposure, factor and correlation breakdowns across every strategy you're allocated to.
Community
Live sessions, announcements and direct lines to the Legacy research desk.
Legacy Client Community
1,842 members · live strategy chat, research desk Q&A, market open/close threads.
Talk to the research desk
30-minute 1:1 portfolio strategy call with one of the Legacy team members.
Account Settings
Manage profile identity metadata records linked to your portal configuration.
Content Studio
Internal tools for managing everything clients see across the portal.