Hello @member-first@ – you have @trial-days@ left to try our Premium features!

Hello @member-first@ – your Premium trial has been blocked.

BeSol’s M. Say


This is a private strategy for M. Say, 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.


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.

Upgrade to a Premium or Infinite membership to see the asset allocation.

Strategy Rules



Blurb about diversification.

Returns & Volatility

Blurb about returns.

Account & Tax Considerations

Blurb about accounts.