All Portfolios

Crypto Monthly

Growth Risk
Featured
MC fragile

Monthly rebalanced crypto allocation that scales exposure with market structure. Participates in uptrends and steps aside during prolonged weakness.

65
Diversification

Diversification

65

Volatility Profile

High

Horizon

1–3 years

Live House Account

Forward performance on a virtual $1,000 autopilot account since 7/1/2026.

Compare all portfolios

Account value

$1,000.08

As of Aug 7, 2026 UTC

Total return

Cumulative since activation

+0.01%

Today's return

Since midnight UTC

+0.00%

Tracking days

36

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.

Crypto Monthly

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

31–36%

annualized

Volatility

+-1.0%–+1.0%

annualized

Sharpe Ratio

5.10

risk-adjusted

Max Drawdown

-0.0%

historical reference

Trading Logic

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

Rebalance Schedule

Monthly (1st of month, 24/7)

Drift > 5%

Min Holding

21 days

Before discretionary sells

Trend Filter

MA100 → USDC

Buy when MA stack aligned; exit to cash when broken

Risk Alerts

Defensive regime

VIX spike, DD halt — any business day

AI Rationale

Monthly max-Sharpe re-optimization with MA100 tiered trend filter, TLT/RSI exits. Backtest: Sharpe 1.36, CAGR +43.4%, max DD −18.3%.

Bull Case

Monthly refresh captures rotating crypto leadership in confirmed uptrends.

Bear Case

Monte Carlo block-bootstrap P5 Sharpe below 1.0. Sharp reversals and −18% drawdowns in adverse regimes.

Behavior During Downturns

Reduces or exits crypto exposure when trend and macro stress signals fire. Returns to deployment as conditions recover.

Holdings

Max-Sharpe weights across the liquid crypto universe, scaled by the Monthly trend signal (tiered MA + TLT liquidity gate). Currently 100% USDC.

USDCUSD Coin (cash)
100%
Research only. Not financial advice. For educational and informational purposes only. Past performance does not indicate future results.