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Burry Value

Growth Risk
MC fragile

Autopilot analog: Burry Tracker (`burry-value`). Deep-value contrarian tilt on hated / out-of-favor names — separate from broad 13F mirror.

55
Diversification

Diversification

55

Volatility Profile

Moderate-High

Horizon

3–5 years

Virtual Demo Track Record

Forward performance on our internal virtual $1,000 demo account since 8/2/2026. This is not customer capital and not your brokerage account.

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Account value

$986.59

As of Sep 21, 2026 UTC

Total return

Cumulative since activation

-1.34%

Today's return

Since midnight UTC

0.00%

Tracking days

46

Total Return History

Cumulative return since activation — the same metric as the Total Return card above. A rising line means recovery over time; it does not mean today's return is positive.

Burry Value

Hover a date for cumulative and that day's return. For today's move, see Today's Return in the summary.

Illustrative Reference Ranges

Live market backtest unavailable. Showing educational ranges only — not live performance or a forecast.

Monte Carlo block-bootstrap P5 Sharpe is below 1.0 on 5-year daily returns — demo track record only; paper and live trading are not available.

Expected Return

54–60%

annualized

Volatility

+9.8%–+11.8%

annualized

Net Sharpe

1.3

after paper fee + slippage

Max Drawdown

-3.8%

historical reference

Trading Logic

End-of-day signals only — no day trading. See full trading logic documentation.

Rebalance Schedule

Weekly (Mondays)

Drift > 5%

Min Holding

0 days

Before discretionary sells

Trend Filter

MA200 → SHY

Buy when MA stack aligned; exit to cash when broken

Risk Alerts

Defensive regime

VIX spike, DD halt — any business day

AI Rationale

Aug 2026 rescue sweep champion: MA200 lb3y cap8% weekly — composite Sharpe 1.90. Aug 27 Tiingo re-confirm demoted to MC fragile (block P5 0.82 — below 1.0 gate). Demo track record only.

Bull Case

Contrarian value names may outperform in mean-reversion regimes when trend filter limits drawdowns.

Bear Case

MC fragile (block P5 0.82, below 1.0 gate). Concentrated hated-name basket; some tickers illiquid or delisting risk. Demo track record only.

Behavior During Downturns

Per-holding MA200 exits redirect broken trends to SHY.

Holdings

Burry-style deep value universe — max-Sharpe weights, 10% cap, MA200 filter. Current allocation: GEO 12.5%, BAC 12.5%, QRVO 12.5%, 62.5% SHY.

SHYSHY
62.5%
GEOGEO Group
12.5%
BACBank of America
12.5%
QRVOQorvo
12.5%
Research software — not a fund or adviser. We do not take custody. Live orders stay in your brokerage. Not financial advice. Past performance does not indicate future results.