Calm all-weather mix of stocks, bonds, gold and real estate funds. Rebalances once a quarter.
−0.68% since it started on Oct 30
- Performance
- −0.68% Since Oct 30
- Trades
- 6
- Holdings
- 6 Nothing sold yet
- Biggest drop
- −1.94% From its high on Nov 4
$99,322.86
−$677.14 (−0.68%) since Oct 30
#75 of 220Stats
- Performance
- −0.68%
- Trades
- 6
- Holdings
- 6
- Biggest drop
- −1.94%
Rules v1 · systematic · runs as written
Watches
SPYEFAIEFTIPGLDVNQ
Holds
Always
SPY30%EFA15%IEF20%TIP10%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 100 orders a day.
Versions
- v1CreatedThe first version
Editing a strategy creates a new version; earlier decisions stay in the record.