Fixed-weight portfolio · Benchmark: SPY · 2012-2026
Generated: 2026-08-21 09:33
| Strategy | Allocation | Capital ($10,000) | Data Start |
|---|---|---|---|
| easy_NASmonthly | 37.31% | $3,731 | 2012-10-31 |
| Tech_or_Billsquarterly | 28.58% | $2,858 | 2007-07-31 |
| Machine_Pickmonthly | 16.33% | $1,633 | 2008-06-30 |
| hot_stocksmonthly | 13.18% | $1,318 | 2012-12-31 |
| Vanguard_Trioquarterly | 4.60% | $460 | 2012-01-31 |
Look-through of each strategy's current target allocation, aggregated by ticker · signals 2026-06-30 .. 2026-07-31. Each sleeve signals on its own schedule — the date beside a holding is when that sleeve last set it, so a quarterly sleeve stays anchored to its rebalance while monthly sleeves move on. Strategies with no recorded holdings appear as (STRATEGY) line items.
| Ticker | Portfolio Weight | Capital ($10,000) | Held via |
|---|---|---|---|
| QQQ | 37.31% | $3,731 | easy_NAS 37.3% @2026-07-31 |
| VGT | 28.58% | $2,858 | Tech_or_Bills 28.6% @2026-06-30 |
| BIL | 12.76% | $1,276 | Machine_Pick 8.2% @2026-07-31, Vanguard_Trio 4.6% @2026-06-30 |
| DBC | 8.16% | $816 | Machine_Pick 8.2% @2026-07-31 |
| AMD | 3.77% | $377 | hot_stocks 3.8% @2026-07-31 |
| MU | 3.14% | $314 | hot_stocks 3.1% @2026-07-31 |
| INTC | 2.51% | $251 | hot_stocks 2.5% @2026-07-31 |
| CROX | 1.88% | $188 | hot_stocks 1.9% @2026-07-31 |
| CSCO | 1.26% | $126 | hot_stocks 1.3% @2026-07-31 |
| UNH | 0.63% | $63 | hot_stocks 0.6% @2026-07-31 |
Growth of $10,000 - logarithmic scale · monthly rebalance to target weights
Decline from the prior peak, on monthly equity
Paper growth unavailable: no paper-trader books found for these strategies.
| Metric | Conservative Growth Portfolio | SPY |
|---|---|---|
| Start Balance | $10,000 | $10,000 |
| End Balance | $252,984 | $68,223 |
| Annualized Return (CAGR) | 26.49% | 14.99% |
| Standard Deviation | 11.15% | 14.16% |
| Best Year | 65.65% | 32.31% |
| Worst Year | 0.14% | -18.18% |
| Max Drawdown (monthly) | -8.82% (2020-10-31) | -23.93% (2022-09-30) |
| Max Drawdown (daily) | -- | -33.72% (2020-03-23) |
| Sharpe Ratio | 2.01 | 0.93 |
| Sortino Ratio | 3.99 | 1.33 |
| Benchmark Correlation | 0.64 | 1.00 |
Sharpe and Sortino use returns in excess of the 3-month T-bill (FRED DGS3MO), averaging 1.83% a year over this window; Sortino's downside deviation is measured below that same rate.
| Year | Portfolio Return | Balance | SPY Return | Balance |
|---|---|---|---|---|
| 2026 | 17.83% | $252,984 | 12.74% | $68,223 |
| 2025 | 31.37% | $214,711 | 17.72% | $60,514 |
| 2024 | 28.74% | $163,445 | 24.89% | $51,405 |
| 2023 | 34.85% | $126,955 | 26.18% | $41,162 |
| 2022 | 8.44% | $94,147 | -18.18% | $32,622 |
| 2021 | 27.41% | $86,816 | 28.73% | $39,869 |
| 2020 | 65.65% | $68,136 | 18.33% | $30,971 |
| 2019 | 31.46% | $41,133 | 31.22% | $26,173 |
| 2018 | 8.12% | $31,290 | -4.57% | $19,945 |
| 2017 | 26.36% | $28,940 | 21.71% | $20,900 |
| 2016 | 26.28% | $22,903 | 12.00% | $17,173 |
| 2015 | 5.16% | $18,137 | 1.23% | $15,333 |
| 2014 | 21.54% | $17,246 | 13.46% | $15,146 |
| 2013 | 41.70% | $14,190 | 32.31% | $13,349 |
| 2012 | 0.14% | $10,014 | 0.89% | $10,089 |
| Year | Mo | Portfolio | Balance | SPY | Balance |
|---|---|---|---|---|---|
| 2026 | 08 | 4.66% | $252,984 | 2.37% | $68,223 |
| 2026 | 07 | -6.13% | $241,716 | 0.03% | $66,644 |
| 2026 | 06 | 1.95% | $257,510 | -1.03% | $66,621 |
| 2026 | 05 | 10.08% | $252,577 | 5.26% | $67,314 |
| 2026 | 04 | 10.67% | $229,448 | 10.51% | $63,948 |
| 2026 | 03 | -4.81% | $207,319 | -4.94% | $57,869 |
| 2026 | 02 | -1.92% | $217,788 | -0.86% | $60,875 |
| 2026 | 01 | 3.42% | $222,054 | 1.47% | $61,406 |
| 2025 | 12 | -0.04% | $214,711 | 0.08% | $60,514 |
| 2025 | 11 | -2.51% | $214,790 | 0.20% | $60,466 |
| 2025 | 10 | 6.85% | $220,319 | 2.38% | $60,348 |
| 2025 | 09 | 3.45% | $206,202 | 3.56% | $58,943 |
| 2025 | 08 | 0.41% | $199,331 | 2.05% | $56,915 |
| 2025 | 07 | 0.44% | $198,523 | 2.30% | $55,771 |
| 2025 | 06 | 7.49% | $197,646 | 5.14% | $54,515 |
| 2025 | 05 | 5.73% | $183,882 | 6.28% | $51,851 |
| 2025 | 04 | 2.86% | $173,914 | -0.87% | $48,785 |
| 2025 | 03 | 3.65% | $169,079 | -5.57% | $49,212 |
| 2025 | 02 | -1.96% | $163,123 | -1.27% | $52,116 |
| 2025 | 01 | 1.80% | $166,389 | 2.69% | $52,786 |
| 2024 | 12 | -0.17% | $163,445 | -2.41% | $51,405 |
| 2024 | 11 | 6.99% | $163,724 | 5.96% | $52,673 |
| 2024 | 10 | -0.76% | $153,022 | -0.89% | $49,708 |
| 2024 | 09 | 2.52% | $154,187 | 2.10% | $50,156 |
| 2024 | 08 | 1.27% | $150,402 | 2.34% | $49,124 |
| 2024 | 07 | 1.29% | $148,510 | 1.21% | $48,002 |
| 2024 | 06 | 4.57% | $146,620 | 3.53% | $47,428 |
| 2024 | 05 | 3.73% | $140,215 | 5.06% | $45,812 |
| 2024 | 04 | -2.34% | $135,176 | -4.03% | $43,606 |
| 2024 | 03 | 1.41% | $138,410 | 3.27% | $45,438 |
| 2024 | 02 | 5.80% | $136,485 | 5.22% | $43,999 |
| 2024 | 01 | 1.61% | $129,004 | 1.59% | $41,817 |
| 2023 | 12 | 3.59% | $126,955 | 4.57% | $41,162 |
| 2023 | 11 | 2.98% | $122,556 | 9.13% | $39,364 |
| 2023 | 10 | -0.99% | $119,005 | -2.17% | $36,070 |
| 2023 | 09 | -3.67% | $120,195 | -4.74% | $36,870 |
| 2023 | 08 | -0.67% | $124,768 | -1.63% | $38,706 |
| 2023 | 07 | 3.16% | $125,609 | 3.27% | $39,345 |
| 2023 | 06 | 6.60% | $121,766 | 6.48% | $38,098 |
| 2023 | 05 | 5.44% | $114,224 | 0.46% | $35,780 |
| 2023 | 04 | 0.35% | $108,329 | 1.60% | $35,615 |
| 2023 | 03 | 8.01% | $107,951 | 3.71% | $35,055 |
| 2023 | 02 | -0.60% | $99,941 | -2.51% | $33,802 |
| 2023 | 01 | 6.79% | $100,540 | 6.29% | $34,674 |
| 2022 | 12 | -0.66% | $94,147 | -5.76% | $32,622 |
| 2022 | 11 | -1.02% | $94,777 | 5.56% | $34,617 |
| 2022 | 10 | 2.11% | $95,754 | 8.13% | $32,794 |
| 2022 | 09 | 0.64% | $93,777 | -9.24% | $30,329 |
| 2022 | 08 | -1.22% | $93,181 | -4.08% | $33,419 |
| 2022 | 07 | -0.28% | $94,327 | 9.21% | $34,840 |
| 2022 | 06 | -4.19% | $94,593 | -8.25% | $31,902 |
| 2022 | 05 | 2.54% | $98,729 | 0.23% | $34,769 |
| 2022 | 04 | 1.63% | $96,282 | -8.78% | $34,691 |
| 2022 | 03 | 4.75% | $94,737 | 3.76% | $38,029 |
| 2022 | 02 | 3.29% | $90,440 | -2.95% | $36,651 |
| 2022 | 01 | 0.86% | $87,559 | -5.27% | $37,766 |
| 2021 | 12 | 0.59% | $86,816 | 4.62% | $39,869 |
| 2021 | 11 | 3.71% | $86,308 | -0.80% | $38,106 |
| 2021 | 10 | 7.77% | $83,218 | 7.02% | $38,415 |
| 2021 | 09 | -4.66% | $77,216 | -4.66% | $35,896 |
| 2021 | 08 | 4.31% | $80,990 | 2.98% | $37,651 |
| 2021 | 07 | 2.94% | $77,647 | 2.44% | $36,563 |
| 2021 | 06 | 4.06% | $75,432 | 2.24% | $35,692 |
| 2021 | 05 | -0.61% | $72,491 | 0.66% | $34,909 |
| 2021 | 04 | 4.22% | $72,939 | 5.29% | $34,681 |
| 2021 | 03 | 1.48% | $69,988 | 4.54% | $32,938 |
| 2021 | 02 | 1.04% | $68,970 | 2.78% | $31,508 |
| 2021 | 01 | 0.18% | $68,262 | -1.02% | $30,655 |
| 2020 | 12 | 5.92% | $68,136 | 3.70% | $30,971 |
| 2020 | 11 | 13.28% | $64,330 | 10.88% | $29,865 |
| 2020 | 10 | -3.21% | $56,791 | -2.49% | $26,935 |
| 2020 | 09 | -5.80% | $58,675 | -3.74% | $27,624 |
| 2020 | 08 | 9.50% | $62,286 | 6.98% | $28,698 |
| 2020 | 07 | 9.37% | $56,883 | 5.89% | $26,826 |
| 2020 | 06 | 5.92% | $52,012 | 1.77% | $25,334 |
| 2020 | 05 | 2.68% | $49,103 | 4.76% | $24,892 |
| 2020 | 04 | 8.77% | $47,820 | 12.70% | $23,760 |
| 2020 | 03 | 1.92% | $43,966 | -12.49% | $21,083 |
| 2020 | 02 | 1.69% | $43,138 | -7.92% | $24,091 |
| 2020 | 01 | 3.13% | $42,421 | -0.04% | $26,163 |
| 2019 | 12 | 4.57% | $41,133 | 2.91% | $26,173 |
| 2019 | 11 | 2.06% | $39,336 | 3.62% | $25,434 |
| 2019 | 10 | 1.34% | $38,543 | 2.21% | $24,546 |
| 2019 | 09 | -1.04% | $38,034 | 1.95% | $24,015 |
| 2019 | 08 | 5.07% | $38,434 | -1.67% | $23,556 |
| 2019 | 07 | 2.54% | $36,580 | 1.51% | $23,958 |
| 2019 | 06 | 5.26% | $35,675 | 6.96% | $23,601 |
| 2019 | 05 | -1.31% | $33,892 | -6.38% | $22,065 |
| 2019 | 04 | 1.55% | $34,340 | 4.09% | $23,568 |
| 2019 | 03 | 1.06% | $33,817 | 1.81% | $22,643 |
| 2019 | 02 | 1.67% | $33,462 | 3.24% | $22,241 |
| 2019 | 01 | 5.19% | $32,913 | 8.01% | $21,542 |
| 2018 | 12 | -0.67% | $31,290 | -8.80% | $19,945 |
| 2018 | 11 | 0.72% | $31,500 | 1.85% | $21,871 |
| 2018 | 10 | -4.78% | $31,274 | -6.91% | $21,473 |
| 2018 | 09 | 2.63% | $32,843 | 0.59% | $23,067 |
| 2018 | 08 | 2.72% | $32,002 | 3.19% | $22,930 |
| 2018 | 07 | -0.69% | $31,154 | 3.70% | $22,221 |
| 2018 | 06 | 0.68% | $31,371 | 0.58% | $21,427 |
| 2018 | 05 | 4.16% | $31,158 | 2.43% | $21,305 |
| 2018 | 04 | 0.55% | $29,914 | 0.52% | $20,799 |
| 2018 | 03 | -2.36% | $29,749 | -2.74% | $20,692 |
| 2018 | 02 | -0.48% | $30,468 | -3.64% | $21,275 |
| 2018 | 01 | 5.79% | $30,616 | 5.64% | $22,078 |
| 2017 | 12 | 1.30% | $28,940 | 1.21% | $20,900 |
| 2017 | 11 | 1.69% | $28,570 | 3.06% | $20,650 |
| 2017 | 10 | 5.58% | $28,094 | 2.36% | $20,037 |
| 2017 | 09 | 0.64% | $26,608 | 2.01% | $19,576 |
| 2017 | 08 | 2.47% | $26,438 | 0.29% | $19,189 |
| 2017 | 07 | 3.93% | $25,802 | 2.06% | $19,134 |
| 2017 | 06 | -1.73% | $24,826 | 0.64% | $18,748 |
| 2017 | 05 | 3.09% | $25,263 | 1.41% | $18,630 |
| 2017 | 04 | 1.17% | $24,506 | 0.99% | $18,370 |
| 2017 | 03 | 0.87% | $24,224 | 0.12% | $18,190 |
| 2017 | 02 | 2.94% | $24,014 | 3.93% | $18,167 |
| 2017 | 01 | 1.86% | $23,329 | 1.79% | $17,480 |
| 2016 | 12 | 3.17% | $22,903 | 2.03% | $17,173 |
| 2016 | 11 | 3.12% | $22,199 | 3.68% | $16,832 |
| 2016 | 10 | -0.99% | $21,528 | -1.73% | $16,234 |
| 2016 | 09 | 1.90% | $21,742 | 0.01% | $16,520 |
| 2016 | 08 | 1.99% | $21,337 | 0.12% | $16,519 |
| 2016 | 07 | 6.20% | $20,920 | 3.65% | $16,499 |
| 2016 | 06 | 2.28% | $19,698 | 0.35% | $15,919 |
| 2016 | 05 | 2.36% | $19,260 | 1.70% | $15,864 |
| 2016 | 04 | 0.83% | $18,816 | 0.39% | $15,598 |
| 2016 | 03 | 2.31% | $18,660 | 6.73% | $15,537 |
| 2016 | 02 | 0.59% | $18,239 | -0.08% | $14,558 |
| 2016 | 01 | -0.02% | $18,133 | -4.98% | $14,570 |
| 2015 | 12 | -1.48% | $18,137 | -1.73% | $15,333 |
| 2015 | 11 | 0.90% | $18,410 | 0.37% | $15,603 |
| 2015 | 10 | 3.49% | $18,246 | 8.51% | $15,546 |
| 2015 | 09 | -0.89% | $17,631 | -2.55% | $14,327 |
| 2015 | 08 | -3.10% | $17,789 | -6.10% | $14,703 |
| 2015 | 07 | 3.92% | $18,358 | 2.26% | $15,657 |
| 2015 | 06 | -2.35% | $17,665 | -2.03% | $15,311 |
| 2015 | 05 | 2.26% | $18,089 | 1.29% | $15,628 |
| 2015 | 04 | -1.94% | $17,689 | 0.98% | $15,430 |
| 2015 | 03 | 0.40% | $18,039 | -1.57% | $15,280 |
| 2015 | 02 | 1.10% | $17,968 | 5.62% | $15,524 |
| 2015 | 01 | 3.05% | $17,773 | -2.96% | $14,697 |
| 2014 | 12 | 0.68% | $17,246 | -0.25% | $15,146 |
| 2014 | 11 | 4.31% | $17,130 | 2.75% | $15,185 |
| 2014 | 10 | 1.82% | $16,422 | 2.36% | $14,779 |
| 2014 | 09 | -0.76% | $16,129 | -1.38% | $14,439 |
| 2014 | 08 | 5.29% | $16,252 | 3.95% | $14,641 |
| 2014 | 07 | -0.09% | $15,435 | -1.34% | $14,085 |
| 2014 | 06 | 3.94% | $15,449 | 2.06% | $14,277 |
| 2014 | 05 | 4.12% | $14,863 | 2.32% | $13,988 |
| 2014 | 04 | -0.95% | $14,275 | 0.70% | $13,671 |
| 2014 | 03 | -2.16% | $14,412 | 0.83% | $13,576 |
| 2014 | 02 | 3.80% | $14,730 | 4.55% | $13,465 |
| 2014 | 01 | 0.00% | $14,191 | -3.52% | $12,878 |
| 2013 | 12 | 3.80% | $14,190 | 2.59% | $13,349 |
| 2013 | 11 | 3.04% | $13,671 | 2.96% | $13,012 |
| 2013 | 10 | 3.24% | $13,268 | 4.63% | $12,637 |
| 2013 | 09 | 4.65% | $12,851 | 3.16% | $12,078 |
| 2013 | 08 | 0.77% | $12,280 | -3.00% | $11,707 |
| 2013 | 07 | 4.52% | $12,186 | 5.17% | $12,069 |
| 2013 | 06 | -0.62% | $11,659 | -1.33% | $11,476 |
| 2013 | 05 | 5.73% | $11,732 | 2.36% | $11,631 |
| 2013 | 04 | 2.30% | $11,097 | 1.92% | $11,363 |
| 2013 | 03 | 1.80% | $10,847 | 3.80% | $11,149 |
| 2013 | 02 | 0.49% | $10,655 | 1.28% | $10,741 |
| 2013 | 01 | 5.87% | $10,603 | 5.12% | $10,606 |
| 2012 | 12 | 0.14% | $10,014 | 0.89% | $10,089 |