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BeSol’s A. Usenko

Summary

This is a private strategy for A. Usenko, client of Bertram Solutions. Access to this page is by invitation only.

  • Objective: xyz
  • Type: xyz
  • Invests in: xyz
  • Rebalancing schedule: xyz
  • Taxation: xyz% short-term capital gains
  • Minimum account size: $xyz

Blurb about objective, construction, maintenance requirements, and target audience.

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

Composition

  • 50% Round Robin (variant w/o leveraged bond ETFs)
  • 50% invested in custom portfolio
    • use Market Vane to determine market regime
    • during bull markets invest in SPY, QQQ, DIA, IWN based on mean-variance optimization
    • during bear markets invest in GLD, IEF, TLH, TLT based on mean-variance optimization

Diversification

Blurb about diversification.

Returns & Volatility

Blurb about returns.

Account & Tax Considerations

Blurb about accounts.