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:
Sign up for our FREE Basic membership to see the asset allocation.
Sign up for our FREE 14-day trial to see the asset allocation.
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.