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ILaP’s Safeguard

Summary

This page is a placeholder for an unreleased strategy. Stay tuned for updates.

  • Objective: income and capital preservation
  • Type: trend-following
  • Invests in: ETFs tracking bonds
  • Rebalancing schedule: weekly
  • Taxation: 80% short-term capital gains
  • Minimum account size: $5,000

Invest Like a Pro’s Commitment aims to maximize the dependable returns at the 5th percentile. The trend-following strategy achieves its objective through a combination of trend-following and stringent risk-management. The strategy can be used with relatively small accounts and rebalances on a weekly schedule. With these characteristics, the strategy appeals to risk-averse investors seeking to meet their critical financial goals.

Performance

This table shows the portfolio’s key performance metrics over the course of the simulation:

The following chart shows the portfolio’s historical performance and drawdowns, compared to their benchmark, throughout the simulation:

This chart shows the portfolio’s annual returns:

The following charts show the Monte-Carlo simulation of returns and drawdowns, the portfolios 12-months rolling returns, and how the portfolio is tracking to its benchmark:

Asset Allocation

The portfolio last required rebalancing after the exchanges closed on @last-rebal@. Due to fluctuations in asset prices, the exact allocations vary daily, even when no rebalancing occurred. The current asset allocation is as follows:

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Strategy Rules

The operation…

  • xyz

Blurb about the strategy rules

Diversification

Blurb about diversification.

Returns & Volatility

Blurb about returns.

Account & Tax Considerations

Blurb about accounts.