Summary
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.
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:
- 75% Stocks on the Loose
- 25% Mach-2
Diversification
Blurb about diversification.
Returns & Volatility
Blurb about returns.
Account & Tax Considerations
Blurb about accounts.