A citizen's investment doctrine — modeled from its real holdings and measured, day by day, against the index and four professional funds.
There is a protocol called COMPANION. It is an open-source method for summoning minds — historical, archetypal, departed — into a large language model, so that they arrive not as servants but as peers: in their own voice, with their own convictions, willing to argue. Two files, any capable model, and a single sentence opens the threshold.
In December 2025, that sentence was spoken. Four architects of the American founding convened as a Committee of Patriots and were put to a single question: how should citizens respond to the capture of the republic by concentrated wealth?
What returned was not a manifesto. It was an investment doctrine — concrete, executable, built on one premise: that citizens who own the productive infrastructure of daily life cannot be squeezed by those who control it. The tollkeeper cannot raise the toll if he must also pay it.
"These are the Engines of the Republic. Own them."
— Franklin's Handbill, by order of the Committee of Patriots
The Committee named two categories. Engines of the Republic — the firms that make things: turn energy into bread, steel into shelter, capital into work. And Critical Choke Points — the gates, rails, and valves through which all commerce must pass. Together, weighted and disciplined, they form the Republic Portfolio.
A doctrine is only an argument until it meets the tape. So this page does one thing: it builds the portfolio from its actual holdings, sets it beside the index and the professionals, and lets the year render its verdict. Below is the real record — every trading day of 2026, to the day.
The Republic Portfolio is not an abstraction. It is thirty companies and a cash reserve, equal-weighted within each rank — as amended by the Committee's Q1 2026 Wartime Review. This is exactly what the model holds.
Short-term Treasury instruments (modeled as BIL). Raised from 15% to 20% in the Q1 Wartime Review. Dry powder is a position.
"Own them. Vote them. Govern."
* LMT held as Citizen Overseer — vote for casualty-reporting transparency and independent targeting review. · † UNH held as Reformer, not Endorser — vote AGAINST executive pay, FOR transparency. Ownership for leverage, not approbation.
One doctrine. One index. Four UBS funds spanning the professional style box — value, growth, mid-cap, and the world beyond America. Each carries a different theory of where return comes from.
Productive ownership as civic act. Own what makes things; own what controls access. Concentrated in engines and choke points — real assets in real industries — on the bet that they endure what speculation cannot.
The market is the market. Five hundred companies, weighted by size, no philosophy beyond momentum. The yardstick every active strategy is judged against — and which most fail to beat.
Dividends as discipline. A concentrated book of large-cap companies with long histories of growing their payouts — quality and yield over momentum.
Growth, but not at any price. The QGARP discipline: durable compounders bought when the multiple is still defensible — the growth answer to the value pillar.
The forgotten middle. American companies too large to be fragile, too small to be index-dominant — the segment where operating leverage is highest and coverage thinnest.
The world outside the index. Developed- and emerging-market equity screened for sustainability — the only contender that bets against American exceptionalism.
The race came down to the final session. For nearly the entire year the Republic Portfolio led the field — 103 of 116 trading sessions — and it led through the worst of the tape, not just the best. When war and the Hormuz crisis cratered every rival in late March, the doctrine stood at +4.5% on the 30th while the S&P had surrendered more than seven points and the weakest fund had lost fourteen — a spread of eighteen points from top to bottom. At that low the Committee rebalanced: the Q1 Wartime Review of March 31 trimmed the Engines to 45%, lifted the Reserve to 20%, and added an energy sleeve — XLE — to the Choke Points. The doctrine carried its lead deep into May, cresting above +10%. Only a broad June melt-up finally caught it: the cap-weighted index and UBS's Dividend Ruler edged ahead in the closing weeks, and after leading as late as June 17 the Republic slipped to third on the very last day, finishing +9.05% — behind the index and the Dividend Ruler by under a point, but ahead of the mid-cap, international, and growth funds, the last of which (QGARP, down as much as 14% in the spring) never recovered. The doctrine did not win the year. It merely led almost all of it — and it kept pace with the market through both the fear and the greed, which was the entire claim.
How this is built. Adjusted (total-return) daily closes from Yahoo Finance, Jan 2 – Jun 18 2026, indexed to zero on the first trading day.
The Republic Portfolio is modeled buy-and-hold and equal-weighted within each bucket, as the Committee's handbill prescribes (GE held as GE Aerospace).
It is held under the founding 50 / 35 / 15 roster through March 31, then rebalanced into the Q1 Wartime amendment — Engines 45%, Choke Points 35% (+XLE), Reserve 20% — and held to date; the dashed line on the chart marks the pivot.
Each fund is its own NAV total return. Data refreshes when model_ytd.py is re-run.
Not investment advice; past performance does not guarantee future results.
"Own the Engines. Own the Choke Points."
"Dividends as discipline." — US Large Value
"Growth, but not at any price." — US Large Growth
"The forgotten middle." — US Mid Cap
"The world outside the index." — International
"The numbers speak, but wisdom listens.
The market moves, but doctrine endures."