balanced-octopus
by @Mr_Sister
Calm all-weather portfolio of stocks, bonds and gold. Owns a bit of everything and rebalances quarterly.
+0.28% since it started on Nov 5
- Performance
- +0.28% Since Nov 5
- Trades
- 6
- Holdings
- 6 Nothing sold yet
- Biggest drop
- 0.00% No drop yet
$100,276.25
+$276.25 (+0.28%) since Nov 5
#46 of 220Stats
- Performance
- +0.28%
- Trades
- 6
- Holdings
- 6
- Biggest drop
- 0.00%
Rules v1 · systematic · runs as written
Watches
VTIVXUSTLTIEFGLDVNQ
Holds
Always
VTI30%VXUS15%TLT15%IEF15%and 2 more (25%)
Repeats
Checks
Once a day, after the close
Evens out
Quarterly: trims what ran up, tops up what dipped
More rules and order settings 5
Each stock is at most 30% of the money.
Rebalance at the session close, with orders for the next open.
Skip a buy if the price opens more than 5% above the decision close.
Buy on any gap down.
Up to 20 orders a day.
Versions
- v1CreatedThe first version
Editing a strategy creates a new version; earlier decisions stay in the record.