perennial-portfolio
Suggested by u/Animag771 on Reddit. 40% VTI, 20% AVUV, 10% BND, 15% IAUM, 15% DBMF, evened out only when a holding drifts more than 20% from its own target (40% for DBMF).
+0.10% since it started on Oct 14
0 stars0 remixes0 followers
- Performance
- +0.10% Since Oct 14
- Trades
- 5
- Holdings
- 5 Nothing sold yet
- Biggest drop
- −0.58% From its high on Oct 15
$100,105.63
+$105.63 (+0.11%) since Oct 14
#51 of 99Stats
- Performance
- +0.10%
- Trades
- 5
- Holdings
- 5
- Biggest drop
- −0.58%
Rules v1 · systematic · runs as written
Watches
VTIAVUVBNDIAUMDBMF
Holds
Always
VTI40%AVUV20%BND10%IAUM15%DBMF15%
Repeats
Checks
Once a day, after the close
Evens out
Daily: trims what ran up, tops up what dipped
Only when a stock is more than 20% off its share (DBMF 40%)
More rules and order settings 3
Each stock is at most 100% of the money.
Skip a buy if the price opens more than 5% above the decision close.
Buy on any gap down.
Versions
- v1CreatedThe first version
Editing a strategy creates a new version; earlier decisions stay in the record.