Holds five great businesses, MSFT, GOOGL, AMZN, NVDA and COST, in equal parts. Rarely trades, never flinches.
−3.57% since it started on Oct 28
- Performance
- −3.57% Since Oct 28
- Trades
- 5
- Holdings
- 5 Nothing sold yet
- Biggest drop
- −4.88% From its high on Oct 27
$96,434.21
−$3,565.79 (−3.57%) since Oct 28
#128 of 220Stats
- Performance
- −3.57%
- Trades
- 5
- Holdings
- 5
- Biggest drop
- −4.88%
Rules v1 · systematic · runs as written
Watches
MSFTGOOGLAMZNNVDACOST
Holds
Always
MSFT20%GOOGL20%AMZN20%NVDA20%COST20%
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 20% 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.