Fixed-weight portfolio · Benchmark: SPY · 2012-2026
Generated: 2026-08-21 09:33
| Strategy | Allocation | Capital ($10,000) | Data Start |
|---|---|---|---|
| Greenback_Cuemonthly | 41.65% | $4,165 | 2012-10-31 |
| Quarterly_Pickquarterly | 32.18% | $3,218 | 2010-10-31 |
| Hard_Assetsmonthly | 26.18% | $2,618 | 2012-10-31 |
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 |
|---|---|---|---|
| BTAL | 41.65% | $4,165 | Greenback_Cue 41.6% @2026-07-31 |
| GLD | 32.18% | $3,218 | Quarterly_Pick 32.2% @2026-06-30 |
| QLD | 26.18% | $2,618 | Hard_Assets 26.2% @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 | Let's Get Rich | SPY |
|---|---|---|
| Start Balance | $10,000 | $10,000 |
| End Balance | $2,333,970 | $67,361 |
| Annualized Return (CAGR) | 47.97% | 14.69% |
| Standard Deviation | 21.35% | 14.10% |
| Best Year | 148.19% | 32.31% |
| Worst Year | -11.28% | -18.18% |
| Max Drawdown (monthly) | -20.96% (2020-10-31) | -23.93% (2022-09-30) |
| Max Drawdown (daily) | -- | -33.72% (2020-03-23) |
| Sharpe Ratio | 1.88 | 0.92 |
| Sortino Ratio | 3.18 | 1.31 |
| Benchmark Correlation | 0.48 | 1.00 |
Sharpe and Sortino use returns in excess of the 3-month T-bill (FRED DGS3MO), averaging 1.81% a year over this window; Sortino's downside deviation is measured below that same rate.
| Year | Portfolio Return | Balance | SPY Return | Balance |
|---|---|---|---|---|
| 2026 | 19.72% | $2,333,970 | 12.74% | $67,361 |
| 2025 | 79.78% | $1,949,560 | 17.72% | $59,749 |
| 2024 | 54.91% | $1,084,439 | 24.89% | $50,755 |
| 2023 | 50.38% | $700,033 | 26.18% | $40,641 |
| 2022 | 26.42% | $465,501 | -18.18% | $32,210 |
| 2021 | 53.50% | $368,209 | 28.73% | $39,365 |
| 2020 | 148.19% | $239,869 | 18.33% | $30,580 |
| 2019 | 46.55% | $96,649 | 31.22% | $25,842 |
| 2018 | 13.49% | $65,948 | -4.57% | $19,693 |
| 2017 | 53.37% | $58,111 | 21.71% | $20,636 |
| 2016 | 36.06% | $37,890 | 12.00% | $16,956 |
| 2015 | 15.90% | $27,847 | 1.23% | $15,139 |
| 2014 | 48.56% | $24,028 | 13.46% | $14,955 |
| 2013 | 82.31% | $16,174 | 32.31% | $13,180 |
| 2012 | -11.28% | $8,872 | -0.38% | $9,962 |
| Year | Mo | Portfolio | Balance | SPY | Balance |
|---|---|---|---|---|---|
| 2026 | 08 | 4.67% | $2,333,970 | 2.37% | $67,361 |
| 2026 | 07 | 0.85% | $2,229,779 | 0.03% | $65,801 |
| 2026 | 06 | -4.88% | $2,211,088 | -1.03% | $65,779 |
| 2026 | 05 | 14.07% | $2,324,625 | 5.26% | $66,463 |
| 2026 | 04 | 21.80% | $2,037,841 | 10.51% | $63,140 |
| 2026 | 03 | -12.01% | $1,673,133 | -4.94% | $57,137 |
| 2026 | 02 | -4.68% | $1,901,582 | -0.86% | $60,105 |
| 2026 | 01 | 2.33% | $1,994,911 | 1.47% | $60,629 |
| 2025 | 12 | -2.34% | $1,949,560 | 0.08% | $59,749 |
| 2025 | 11 | -2.41% | $1,996,173 | 0.20% | $59,701 |
| 2025 | 10 | 7.12% | $2,045,487 | 2.38% | $59,585 |
| 2025 | 09 | 12.20% | $1,909,487 | 3.56% | $58,198 |
| 2025 | 08 | 1.22% | $1,701,887 | 2.05% | $56,196 |
| 2025 | 07 | 4.94% | $1,681,397 | 2.30% | $55,066 |
| 2025 | 06 | 13.29% | $1,602,290 | 5.14% | $53,826 |
| 2025 | 05 | 13.11% | $1,414,298 | 6.28% | $51,196 |
| 2025 | 04 | -0.58% | $1,250,335 | -0.87% | $48,168 |
| 2025 | 03 | 10.90% | $1,257,594 | -5.57% | $48,590 |
| 2025 | 02 | 2.21% | $1,133,985 | -1.27% | $51,457 |
| 2025 | 01 | 2.31% | $1,109,475 | 2.69% | $52,118 |
| 2024 | 12 | -2.10% | $1,084,439 | -2.41% | $50,755 |
| 2024 | 11 | 12.45% | $1,107,677 | 5.96% | $52,007 |
| 2024 | 10 | -2.95% | $985,021 | -0.89% | $49,080 |
| 2024 | 09 | 6.00% | $1,014,931 | 2.10% | $49,522 |
| 2024 | 08 | 1.99% | $957,490 | 2.34% | $48,503 |
| 2024 | 07 | 3.76% | $938,805 | 1.21% | $47,396 |
| 2024 | 06 | 4.75% | $904,747 | 3.53% | $46,829 |
| 2024 | 05 | 4.30% | $863,697 | 5.06% | $45,233 |
| 2024 | 04 | 0.83% | $828,071 | -4.03% | $43,055 |
| 2024 | 03 | 1.94% | $821,246 | 3.27% | $44,864 |
| 2024 | 02 | 11.52% | $805,621 | 5.22% | $43,443 |
| 2024 | 01 | 3.19% | $722,381 | 1.59% | $41,288 |
| 2023 | 12 | 7.68% | $700,033 | 4.57% | $40,641 |
| 2023 | 11 | -5.64% | $650,089 | 9.13% | $38,867 |
| 2023 | 10 | 7.87% | $688,936 | -2.17% | $35,614 |
| 2023 | 09 | -8.46% | $638,699 | -4.74% | $36,404 |
| 2023 | 08 | -3.11% | $697,699 | -1.63% | $38,217 |
| 2023 | 07 | 5.63% | $720,103 | 3.27% | $38,848 |
| 2023 | 06 | 14.26% | $681,699 | 6.48% | $37,617 |
| 2023 | 05 | 12.83% | $596,602 | 0.46% | $35,328 |
| 2023 | 04 | 0.40% | $528,741 | 1.60% | $35,165 |
| 2023 | 03 | 8.84% | $526,657 | 3.71% | $34,612 |
| 2023 | 02 | -2.91% | $483,894 | -2.51% | $33,375 |
| 2023 | 01 | 7.06% | $498,387 | 6.29% | $34,236 |
| 2022 | 12 | 3.73% | $465,501 | -5.76% | $32,210 |
| 2022 | 11 | -0.90% | $448,770 | 5.56% | $34,180 |
| 2022 | 10 | 3.66% | $452,831 | 8.13% | $32,380 |
| 2022 | 09 | 4.90% | $436,848 | -9.24% | $29,946 |
| 2022 | 08 | 1.07% | $416,430 | -4.08% | $32,996 |
| 2022 | 07 | -5.73% | $412,025 | 9.21% | $34,400 |
| 2022 | 06 | 3.15% | $437,079 | -8.25% | $31,499 |
| 2022 | 05 | 0.54% | $423,716 | 0.23% | $34,330 |
| 2022 | 04 | 4.35% | $421,452 | -8.78% | $34,253 |
| 2022 | 03 | 3.90% | $403,866 | 3.76% | $37,548 |
| 2022 | 02 | 1.79% | $388,690 | -2.95% | $36,188 |
| 2022 | 01 | 3.70% | $381,843 | -5.27% | $37,289 |
| 2021 | 12 | 3.12% | $368,209 | 4.62% | $39,365 |
| 2021 | 11 | 2.24% | $357,083 | -0.80% | $37,625 |
| 2021 | 10 | 4.12% | $349,259 | 7.02% | $37,929 |
| 2021 | 09 | -8.50% | $335,433 | -4.66% | $35,443 |
| 2021 | 08 | 9.75% | $366,601 | 2.98% | $37,175 |
| 2021 | 07 | 6.46% | $334,029 | 2.44% | $36,101 |
| 2021 | 06 | 6.35% | $313,757 | 2.24% | $35,240 |
| 2021 | 05 | 0.56% | $295,032 | 0.66% | $34,467 |
| 2021 | 04 | 9.18% | $293,393 | 5.29% | $34,243 |
| 2021 | 03 | 1.88% | $268,735 | 4.54% | $32,522 |
| 2021 | 02 | 5.23% | $263,779 | 2.78% | $31,110 |
| 2021 | 01 | 4.50% | $250,663 | -1.02% | $30,268 |
| 2020 | 12 | 11.51% | $239,869 | 3.70% | $30,580 |
| 2020 | 11 | 26.43% | $215,110 | 10.88% | $29,487 |
| 2020 | 10 | -7.86% | $170,144 | -2.49% | $26,594 |
| 2020 | 09 | -14.22% | $184,656 | -3.74% | $27,274 |
| 2020 | 08 | 20.15% | $215,268 | 6.98% | $28,335 |
| 2020 | 07 | 18.22% | $179,162 | 5.89% | $26,487 |
| 2020 | 06 | 12.46% | $151,551 | 1.77% | $25,013 |
| 2020 | 05 | 5.43% | $134,762 | 4.76% | $24,578 |
| 2020 | 04 | 14.07% | $127,826 | 12.70% | $23,460 |
| 2020 | 03 | 6.34% | $112,061 | -12.49% | $20,817 |
| 2020 | 02 | 3.59% | $105,380 | -7.92% | $23,787 |
| 2020 | 01 | 5.26% | $101,732 | -0.04% | $25,832 |
| 2019 | 12 | 3.61% | $96,649 | 2.91% | $25,842 |
| 2019 | 11 | 5.06% | $93,282 | 3.62% | $25,113 |
| 2019 | 10 | 0.94% | $88,791 | 2.21% | $24,235 |
| 2019 | 09 | -0.80% | $87,966 | 1.95% | $23,711 |
| 2019 | 08 | 7.54% | $88,676 | -1.67% | $23,259 |
| 2019 | 07 | 2.94% | $82,460 | 1.51% | $23,655 |
| 2019 | 06 | 6.38% | $80,105 | 6.96% | $23,302 |
| 2019 | 05 | -1.29% | $75,299 | -6.38% | $21,786 |
| 2019 | 04 | 3.74% | $76,279 | 4.09% | $23,270 |
| 2019 | 03 | 1.68% | $73,526 | 1.81% | $22,357 |
| 2019 | 02 | 2.19% | $72,315 | 3.24% | $21,959 |
| 2019 | 01 | 7.30% | $70,766 | 8.01% | $21,270 |
| 2018 | 12 | 0.65% | $65,948 | -8.80% | $19,693 |
| 2018 | 11 | -0.82% | $65,522 | 1.85% | $21,595 |
| 2018 | 10 | 4.62% | $66,064 | -6.91% | $21,201 |
| 2018 | 09 | 0.88% | $63,145 | 0.59% | $22,775 |
| 2018 | 08 | -0.05% | $62,592 | 3.19% | $22,641 |
| 2018 | 07 | -1.67% | $62,622 | 3.70% | $21,940 |
| 2018 | 06 | 0.95% | $63,685 | 0.58% | $21,157 |
| 2018 | 05 | 7.26% | $63,088 | 2.43% | $21,036 |
| 2018 | 04 | 0.70% | $58,819 | 0.52% | $20,536 |
| 2018 | 03 | -8.69% | $58,411 | -2.74% | $20,431 |
| 2018 | 02 | -6.68% | $63,970 | -3.64% | $21,007 |
| 2018 | 01 | 17.96% | $68,549 | 5.64% | $21,799 |
| 2017 | 12 | 0.06% | $58,111 | 1.21% | $20,636 |
| 2017 | 11 | 5.16% | $58,078 | 3.06% | $20,389 |
| 2017 | 10 | 6.81% | $55,229 | 2.36% | $19,784 |
| 2017 | 09 | -0.76% | $51,708 | 2.01% | $19,329 |
| 2017 | 08 | 4.04% | $52,105 | 0.29% | $18,947 |
| 2017 | 07 | 9.60% | $50,080 | 2.06% | $18,892 |
| 2017 | 06 | -5.93% | $45,693 | 0.64% | $18,511 |
| 2017 | 05 | 8.85% | $48,571 | 1.41% | $18,394 |
| 2017 | 04 | 4.50% | $44,623 | 0.99% | $18,138 |
| 2017 | 03 | 1.73% | $42,703 | 0.13% | $17,960 |
| 2017 | 02 | 6.96% | $41,975 | 3.93% | $17,937 |
| 2017 | 01 | 3.57% | $39,242 | 1.79% | $17,259 |
| 2016 | 12 | 2.00% | $37,890 | 2.03% | $16,956 |
| 2016 | 11 | -2.57% | $37,148 | 3.68% | $16,619 |
| 2016 | 10 | -3.56% | $38,129 | -1.73% | $16,028 |
| 2016 | 09 | 3.50% | $39,535 | 0.01% | $16,311 |
| 2016 | 08 | 0.70% | $38,198 | 0.12% | $16,310 |
| 2016 | 07 | 12.87% | $37,932 | 3.65% | $16,291 |
| 2016 | 06 | 1.45% | $33,608 | 0.35% | $15,718 |
| 2016 | 05 | 1.88% | $33,126 | 1.70% | $15,663 |
| 2016 | 04 | 0.02% | $32,513 | 0.39% | $15,401 |
| 2016 | 03 | 4.98% | $32,508 | 6.73% | $15,341 |
| 2016 | 02 | 5.00% | $30,965 | -0.08% | $14,374 |
| 2016 | 01 | 5.90% | $29,491 | -4.98% | $14,386 |
| 2015 | 12 | -1.40% | $27,847 | -1.73% | $15,139 |
| 2015 | 11 | 1.00% | $28,241 | 0.37% | $15,406 |
| 2015 | 10 | 9.45% | $27,963 | 8.51% | $15,350 |
| 2015 | 09 | 1.13% | $25,549 | -2.55% | $14,146 |
| 2015 | 08 | 1.86% | $25,263 | -6.10% | $14,517 |
| 2015 | 07 | 2.45% | $24,802 | 2.26% | $15,459 |
| 2015 | 06 | -1.39% | $24,209 | -2.03% | $15,117 |
| 2015 | 05 | 2.95% | $24,551 | 1.29% | $15,431 |
| 2015 | 04 | -6.03% | $23,847 | 0.98% | $15,235 |
| 2015 | 03 | 2.10% | $25,377 | -1.57% | $15,087 |
| 2015 | 02 | 0.20% | $24,854 | 5.62% | $15,327 |
| 2015 | 01 | 3.23% | $24,803 | -2.96% | $14,512 |
| 2014 | 12 | 0.59% | $24,028 | -0.25% | $14,955 |
| 2014 | 11 | 7.11% | $23,887 | 2.75% | $14,993 |
| 2014 | 10 | 3.95% | $22,301 | 2.36% | $14,592 |
| 2014 | 09 | -0.72% | $21,454 | -1.38% | $14,256 |
| 2014 | 08 | 11.49% | $21,611 | 3.95% | $14,456 |
| 2014 | 07 | 2.40% | $19,384 | -1.34% | $13,907 |
| 2014 | 06 | 6.23% | $18,930 | 2.06% | $14,096 |
| 2014 | 05 | 8.23% | $17,820 | 2.32% | $13,811 |
| 2014 | 04 | -0.21% | $16,465 | 0.70% | $13,498 |
| 2014 | 03 | -4.80% | $16,499 | 0.83% | $13,405 |
| 2014 | 02 | 8.98% | $17,332 | 4.55% | $13,294 |
| 2014 | 01 | -1.67% | $15,904 | -3.52% | $12,716 |
| 2013 | 12 | 6.80% | $16,174 | 2.59% | $13,180 |
| 2013 | 11 | 8.01% | $15,144 | 2.96% | $12,847 |
| 2013 | 10 | 11.55% | $14,020 | 4.63% | $12,477 |
| 2013 | 09 | 4.95% | $12,568 | 3.16% | $11,925 |
| 2013 | 08 | 0.97% | $11,976 | -3.00% | $11,559 |
| 2013 | 07 | 11.25% | $11,861 | 5.17% | $11,917 |
| 2013 | 06 | -2.12% | $10,662 | -1.33% | $11,331 |
| 2013 | 05 | 3.22% | $10,893 | 2.36% | $11,484 |
| 2013 | 04 | 1.32% | $10,553 | 1.92% | $11,220 |
| 2013 | 03 | 5.70% | $10,415 | 3.80% | $11,008 |
| 2013 | 02 | 1.14% | $9,854 | 1.28% | $10,605 |
| 2013 | 01 | 9.81% | $9,742 | 5.12% | $10,472 |
| 2012 | 12 | -1.58% | $8,872 | 0.89% | $9,962 |
| 2012 | 11 | 2.71% | $9,014 | 0.57% | $9,874 |
| 2012 | 10 | -12.23% | $8,777 | -1.82% | $9,818 |