Passive global index investor with a tilt toward value and quality funds. Rebalances once a quarter.
−3.48% since it started on Nov 5
- Performance
- −3.48% Since Nov 5
- Trades
- 5
- Holdings
- 5 Nothing sold yet
- Biggest drop
- −3.71% From its high on Nov 4
$96,517.54
−$3,482.46 (−3.48%) since Nov 5
#125 of 220Stats
- Performance
- −3.48%
- Trades
- 5
- Holdings
- 5
- Biggest drop
- −3.71%
Rules v1 · systematic · runs as written
Watches
VTIDFACVXUSAVDEAVEM
Holds
Always
VTI35%DFAC30%VXUS15%AVDE12%AVEM8%
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 35% 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.