Fixed-weight portfolio · Benchmark: SPY · 2012-2026
Generated: 2026-09-01 08:39
| Strategy | Allocation | Capital ($10,000) | Data Start |
|---|---|---|---|
| Greenback_Cuemonthly | 35.00% | $3,500 | 2012-10-31 |
| Defense_First_Promonthly | 26.04% | $2,604 | 2012-10-31 |
| Quarterly_Pickquarterly | 24.78% | $2,478 | 2010-10-31 |
| Hard_Assetsmonthly | 13.52% | $1,352 | 2012-10-31 |
| Quarterly_Trioquarterly | 0.66% | $66 | 2010-07-31 |
Look-through of each strategy's current target allocation, aggregated by ticker · signals 2026-06-30 .. 2026-08-31. 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 | 35.00% | $3,500 | Greenback_Cue 35.0% @2026-08-31 |
| GLD | 32.38% | $3,238 | Defense_First_Pro 6.9% @2026-08-31, Quarterly_Pick 24.8% @2026-06-30, Quarterly_Trio 0.7% @2026-06-30 |
| QLD | 18.73% | $1,873 | Defense_First_Pro 5.2% @2026-08-31, Hard_Assets 13.5% @2026-08-31 |
| DBC | 8.68% | $868 | Defense_First_Pro 8.7% @2026-08-31 |
| UUP | 5.21% | $521 | Defense_First_Pro 5.2% @2026-08-31 |
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 | $1,129,334 | $67,565 |
| Annualized Return (CAGR) | 40.45% | 14.72% |
| Standard Deviation | 18.33% | 14.10% |
| Best Year | 113.40% | 32.31% |
| Worst Year | -9.95% | -18.18% |
| Max Drawdown (monthly) | -17.70% (2020-10-31) | -23.93% (2022-09-30) |
| Max Drawdown (daily) | -- | -33.72% (2020-03-23) |
| Sharpe Ratio | 1.87 | 0.92 |
| Sortino Ratio | 3.39 | 1.32 |
| Benchmark Correlation | 0.54 | 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 | 20.40% | $1,129,334 | 13.08% | $67,565 |
| 2025 | 70.98% | $937,968 | 17.72% | $59,749 |
| 2024 | 46.34% | $548,596 | 24.89% | $50,755 |
| 2023 | 47.85% | $374,884 | 26.18% | $40,641 |
| 2022 | 17.51% | $253,564 | -18.18% | $32,210 |
| 2021 | 49.40% | $215,779 | 28.73% | $39,365 |
| 2020 | 113.40% | $144,432 | 18.33% | $30,580 |
| 2019 | 35.46% | $67,682 | 31.22% | $25,842 |
| 2018 | 10.26% | $49,963 | -4.57% | $19,693 |
| 2017 | 44.96% | $45,314 | 21.71% | $20,636 |
| 2016 | 27.34% | $31,260 | 12.00% | $16,956 |
| 2015 | 13.11% | $24,549 | 1.23% | $15,139 |
| 2014 | 36.13% | $21,704 | 13.46% | $14,955 |
| 2013 | 77.05% | $15,943 | 32.31% | $13,180 |
| 2012 | -9.95% | $9,005 | -0.38% | $9,962 |
| Year | Mo | Portfolio | Balance | SPY | Balance |
|---|---|---|---|---|---|
| 2026 | 08 | 4.97% | $1,129,334 | 2.68% | $67,565 |
| 2026 | 07 | 1.28% | $1,075,894 | 0.03% | $65,801 |
| 2026 | 06 | -5.36% | $1,062,253 | -1.03% | $65,779 |
| 2026 | 05 | 11.71% | $1,122,446 | 5.26% | $66,463 |
| 2026 | 04 | 17.73% | $1,004,810 | 10.51% | $63,140 |
| 2026 | 03 | -9.59% | $853,498 | -4.94% | $57,137 |
| 2026 | 02 | -2.95% | $944,055 | -0.86% | $60,105 |
| 2026 | 01 | 3.70% | $972,716 | 1.47% | $60,629 |
| 2025 | 12 | -1.78% | $937,968 | 0.08% | $59,749 |
| 2025 | 11 | -1.38% | $954,986 | 0.19% | $59,701 |
| 2025 | 10 | 6.52% | $968,304 | 2.38% | $59,585 |
| 2025 | 09 | 11.32% | $909,007 | 3.56% | $58,198 |
| 2025 | 08 | 1.38% | $816,550 | 2.05% | $56,196 |
| 2025 | 07 | 4.38% | $805,395 | 2.30% | $55,066 |
| 2025 | 06 | 12.08% | $771,624 | 5.14% | $53,826 |
| 2025 | 05 | 12.39% | $688,467 | 6.28% | $51,196 |
| 2025 | 04 | -1.30% | $612,575 | -0.87% | $48,168 |
| 2025 | 03 | 8.32% | $620,637 | -5.57% | $48,590 |
| 2025 | 02 | 2.16% | $572,949 | -1.27% | $51,457 |
| 2025 | 01 | 2.23% | $560,825 | 2.69% | $52,118 |
| 2024 | 12 | -1.99% | $548,596 | -2.41% | $50,755 |
| 2024 | 11 | 10.36% | $559,708 | 5.96% | $52,007 |
| 2024 | 10 | -2.29% | $507,177 | -0.89% | $49,080 |
| 2024 | 09 | 4.71% | $519,047 | 2.10% | $49,522 |
| 2024 | 08 | 2.00% | $495,713 | 2.34% | $48,503 |
| 2024 | 07 | 2.27% | $486,006 | 1.21% | $47,396 |
| 2024 | 06 | 4.41% | $475,218 | 3.53% | $46,829 |
| 2024 | 05 | 3.90% | $455,133 | 5.06% | $45,233 |
| 2024 | 04 | 0.88% | $438,067 | -4.03% | $43,055 |
| 2024 | 03 | 2.45% | $434,249 | 3.27% | $44,864 |
| 2024 | 02 | 10.42% | $423,876 | 5.22% | $43,443 |
| 2024 | 01 | 2.40% | $383,871 | 1.59% | $41,289 |
| 2023 | 12 | 7.50% | $374,884 | 4.57% | $40,641 |
| 2023 | 11 | -2.45% | $348,726 | 9.13% | $38,867 |
| 2023 | 10 | 4.95% | $357,490 | -2.17% | $35,614 |
| 2023 | 09 | -7.54% | $340,642 | -4.74% | $36,404 |
| 2023 | 08 | -3.06% | $368,409 | -1.63% | $38,217 |
| 2023 | 07 | 5.97% | $380,034 | 3.27% | $38,848 |
| 2023 | 06 | 11.68% | $358,638 | 6.48% | $37,617 |
| 2023 | 05 | 11.81% | $321,124 | 0.46% | $35,328 |
| 2023 | 04 | 0.54% | $287,209 | 1.60% | $35,165 |
| 2023 | 03 | 7.74% | $285,657 | 3.71% | $34,612 |
| 2023 | 02 | -3.19% | $265,142 | -2.51% | $33,375 |
| 2023 | 01 | 8.01% | $273,881 | 6.29% | $34,236 |
| 2022 | 12 | 2.50% | $253,564 | -5.76% | $32,210 |
| 2022 | 11 | 0.40% | $247,380 | 5.56% | $34,180 |
| 2022 | 10 | 2.78% | $246,388 | 8.13% | $32,380 |
| 2022 | 09 | 1.53% | $239,728 | -9.24% | $29,946 |
| 2022 | 08 | -0.36% | $236,121 | -4.08% | $32,996 |
| 2022 | 07 | -3.79% | $236,976 | 9.21% | $34,400 |
| 2022 | 06 | 1.58% | $246,321 | -8.25% | $31,499 |
| 2022 | 05 | 0.49% | $242,500 | 0.23% | $34,330 |
| 2022 | 04 | 3.72% | $241,330 | -8.78% | $34,253 |
| 2022 | 03 | 3.68% | $232,675 | 3.76% | $37,548 |
| 2022 | 02 | 0.62% | $224,414 | -2.95% | $36,188 |
| 2022 | 01 | 3.37% | $223,041 | -5.27% | $37,289 |
| 2021 | 12 | 2.97% | $215,779 | 4.62% | $39,365 |
| 2021 | 11 | 1.30% | $209,559 | -0.80% | $37,625 |
| 2021 | 10 | 4.24% | $206,871 | 7.02% | $37,929 |
| 2021 | 09 | -6.17% | $198,455 | -4.66% | $35,443 |
| 2021 | 08 | 8.60% | $211,496 | 2.98% | $37,175 |
| 2021 | 07 | 5.90% | $194,755 | 2.44% | $36,101 |
| 2021 | 06 | 5.50% | $183,900 | 2.24% | $35,241 |
| 2021 | 05 | 0.43% | $174,308 | 0.66% | $34,467 |
| 2021 | 04 | 9.38% | $173,559 | 5.29% | $34,243 |
| 2021 | 03 | 1.71% | $158,668 | 4.54% | $32,522 |
| 2021 | 02 | 4.54% | $156,007 | 2.78% | $31,110 |
| 2021 | 01 | 3.32% | $149,226 | -1.02% | $30,268 |
| 2020 | 12 | 9.86% | $144,432 | 3.70% | $30,580 |
| 2020 | 11 | 23.19% | $131,465 | 10.88% | $29,487 |
| 2020 | 10 | -6.67% | $106,714 | -2.49% | $26,594 |
| 2020 | 09 | -11.82% | $114,335 | -3.74% | $27,274 |
| 2020 | 08 | 17.11% | $129,665 | 6.98% | $28,335 |
| 2020 | 07 | 14.88% | $110,717 | 5.89% | $26,487 |
| 2020 | 06 | 9.96% | $96,380 | 1.77% | $25,014 |
| 2020 | 05 | 6.04% | $87,649 | 4.76% | $24,578 |
| 2020 | 04 | 11.57% | $82,652 | 12.70% | $23,460 |
| 2020 | 03 | 4.74% | $74,082 | -12.49% | $20,817 |
| 2020 | 02 | 0.13% | $70,727 | -7.92% | $23,787 |
| 2020 | 01 | 4.36% | $70,632 | -0.04% | $25,832 |
| 2019 | 12 | 2.48% | $67,682 | 2.91% | $25,842 |
| 2019 | 11 | 4.61% | $66,042 | 3.62% | $25,113 |
| 2019 | 10 | 2.02% | $63,129 | 2.21% | $24,235 |
| 2019 | 09 | -0.98% | $61,882 | 1.95% | $23,711 |
| 2019 | 08 | 5.46% | $62,495 | -1.67% | $23,259 |
| 2019 | 07 | 2.72% | $59,257 | 1.51% | $23,655 |
| 2019 | 06 | 5.08% | $57,690 | 6.96% | $23,302 |
| 2019 | 05 | -3.55% | $54,903 | -6.38% | $21,786 |
| 2019 | 04 | 3.89% | $56,926 | 4.09% | $23,270 |
| 2019 | 03 | 2.16% | $54,794 | 1.81% | $22,357 |
| 2019 | 02 | 1.76% | $53,636 | 3.24% | $21,959 |
| 2019 | 01 | 5.50% | $52,710 | 8.01% | $21,270 |
| 2018 | 12 | -0.18% | $49,963 | -8.80% | $19,693 |
| 2018 | 11 | -0.54% | $50,054 | 1.85% | $21,595 |
| 2018 | 10 | 2.36% | $50,326 | -6.91% | $21,201 |
| 2018 | 09 | 0.76% | $49,165 | 0.59% | $22,775 |
| 2018 | 08 | 0.71% | $48,793 | 3.19% | $22,641 |
| 2018 | 07 | -1.15% | $48,447 | 3.70% | $21,940 |
| 2018 | 06 | 0.77% | $49,012 | 0.58% | $21,157 |
| 2018 | 05 | 6.49% | $48,638 | 2.43% | $21,036 |
| 2018 | 04 | 0.55% | $45,675 | 0.52% | $20,536 |
| 2018 | 03 | -7.12% | $45,426 | -2.74% | $20,431 |
| 2018 | 02 | -5.81% | $48,908 | -3.64% | $21,007 |
| 2018 | 01 | 14.59% | $51,927 | 5.64% | $21,799 |
| 2017 | 12 | 0.54% | $45,314 | 1.21% | $20,636 |
| 2017 | 11 | 4.60% | $45,070 | 3.06% | $20,389 |
| 2017 | 10 | 6.92% | $43,089 | 2.36% | $19,784 |
| 2017 | 09 | -0.95% | $40,299 | 2.01% | $19,329 |
| 2017 | 08 | 3.67% | $40,687 | 0.29% | $18,947 |
| 2017 | 07 | 8.54% | $39,246 | 2.06% | $18,892 |
| 2017 | 06 | -5.16% | $36,158 | 0.64% | $18,511 |
| 2017 | 05 | 7.22% | $38,124 | 1.41% | $18,394 |
| 2017 | 04 | 3.23% | $35,556 | 0.99% | $18,138 |
| 2017 | 03 | 0.99% | $34,443 | 0.12% | $17,960 |
| 2017 | 02 | 6.06% | $34,105 | 3.93% | $17,937 |
| 2017 | 01 | 2.87% | $32,157 | 1.79% | $17,259 |
| 2016 | 12 | 2.09% | $31,260 | 2.03% | $16,956 |
| 2016 | 11 | -2.96% | $30,619 | 3.68% | $16,619 |
| 2016 | 10 | -3.39% | $31,553 | -1.73% | $16,028 |
| 2016 | 09 | 2.92% | $32,662 | 0.01% | $16,311 |
| 2016 | 08 | 0.70% | $31,737 | 0.12% | $16,310 |
| 2016 | 07 | 10.23% | $31,517 | 3.65% | $16,291 |
| 2016 | 06 | 0.86% | $28,593 | 0.35% | $15,718 |
| 2016 | 05 | 2.53% | $28,350 | 1.70% | $15,663 |
| 2016 | 04 | -0.96% | $27,649 | 0.39% | $15,401 |
| 2016 | 03 | 4.84% | $27,917 | 6.73% | $15,341 |
| 2016 | 02 | 3.07% | $26,628 | -0.08% | $14,374 |
| 2016 | 01 | 5.24% | $25,835 | -4.98% | $14,386 |
| 2015 | 12 | -0.95% | $24,549 | -1.73% | $15,139 |
| 2015 | 11 | 0.78% | $24,785 | 0.37% | $15,406 |
| 2015 | 10 | 8.40% | $24,594 | 8.51% | $15,350 |
| 2015 | 09 | 0.80% | $22,689 | -2.55% | $14,146 |
| 2015 | 08 | 0.91% | $22,508 | -6.10% | $14,517 |
| 2015 | 07 | 3.09% | $22,306 | 2.26% | $15,459 |
| 2015 | 06 | -1.73% | $21,637 | -2.03% | $15,117 |
| 2015 | 05 | 2.49% | $22,018 | 1.29% | $15,431 |
| 2015 | 04 | -4.53% | $21,482 | 0.98% | $15,235 |
| 2015 | 03 | 1.67% | $22,501 | -1.57% | $15,087 |
| 2015 | 02 | 1.04% | $22,131 | 5.62% | $15,327 |
| 2015 | 01 | 0.92% | $21,904 | -2.96% | $14,512 |
| 2014 | 12 | -0.11% | $21,704 | -0.25% | $14,955 |
| 2014 | 11 | 6.19% | $21,728 | 2.75% | $14,993 |
| 2014 | 10 | 2.64% | $20,461 | 2.36% | $14,592 |
| 2014 | 09 | -0.51% | $19,935 | -1.38% | $14,256 |
| 2014 | 08 | 8.95% | $20,038 | 3.95% | $14,456 |
| 2014 | 07 | 1.38% | $18,391 | -1.34% | $13,907 |
| 2014 | 06 | 5.38% | $18,140 | 2.06% | $14,096 |
| 2014 | 05 | 7.06% | $17,214 | 2.32% | $13,811 |
| 2014 | 04 | -0.12% | $16,079 | 0.70% | $13,498 |
| 2014 | 03 | -4.03% | $16,097 | 0.83% | $13,405 |
| 2014 | 02 | 7.54% | $16,774 | 4.55% | $13,294 |
| 2014 | 01 | -2.17% | $15,597 | -3.52% | $12,716 |
| 2013 | 12 | 6.59% | $15,943 | 2.59% | $13,180 |
| 2013 | 11 | 7.78% | $14,957 | 2.96% | $12,847 |
| 2013 | 10 | 11.24% | $13,877 | 4.63% | $12,477 |
| 2013 | 09 | 5.91% | $12,475 | 3.16% | $11,925 |
| 2013 | 08 | 0.55% | $11,779 | -3.00% | $11,559 |
| 2013 | 07 | 10.31% | $11,714 | 5.17% | $11,917 |
| 2013 | 06 | -2.21% | $10,619 | -1.33% | $11,331 |
| 2013 | 05 | 4.14% | $10,859 | 2.36% | $11,484 |
| 2013 | 04 | 1.40% | $10,427 | 1.92% | $11,220 |
| 2013 | 03 | 5.11% | $10,283 | 3.80% | $11,008 |
| 2013 | 02 | 0.50% | $9,783 | 1.28% | $10,605 |
| 2013 | 01 | 8.09% | $9,734 | 5.12% | $10,472 |
| 2012 | 12 | -1.65% | $9,005 | 0.89% | $9,962 |
| 2012 | 11 | 2.00% | $9,156 | 0.57% | $9,874 |
| 2012 | 10 | -10.23% | $8,977 | -1.82% | $9,818 |