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Defense + AI Regime

Growth Risk
MC validated

Autopilot analog: AI World War III Portfolio (`defense-ai-regime`). Defense primes and AI/cyber infrastructure with macro-regime tilting — more defense when dollar and rates liquidity weaken, more AI when risk-on.

68
Diversification

Diversification

68

Volatility Profile

Moderate-High

Horizon

1–3 years

Virtual Demo Track Record

Forward performance on our internal virtual $1,000 demo account since 8/26/2026. This is not customer capital and not your brokerage account.

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Account value

$978.57

As of Sep 21, 2026 UTC

Total return

Cumulative since activation

-2.14%

Today's return

Since midnight UTC

0.00%

Tracking days

22

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.

Defense + AI Regime

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.

Expected Return

88–94%

annualized

Volatility

+11.2%–+13.2%

annualized

Net Sharpe

-2.0

after paper fee + slippage

Max Drawdown

-4.6%

historical reference

Trading Logic

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

Rebalance Schedule

Daily (business days)

Drift > 5%

Min Holding

0 days

Before discretionary sells

Trend Filter

MA300 → SHY

Buy when MA stack aligned; exit to cash when broken

Risk Alerts

Defensive regime

VIX spike, DD halt — any business day

AI Rationale

Two sleeves (defense + AI/cyber) with macro-pulse EUR/USD + TLT gates. MA300 per-holding filter, 18% cap, daily rebalance. Aug 2026 daily rescue: hist Sharpe 2.53, CAGR +88.1%, block P5 1.80 (MC validated).

Bull Case

Geopolitical + AI tailwinds with regime-aware rotation; rescue config passes block-bootstrap P5 gate.

Bear Case

Thematic concentration and wide drawdowns in risk-off selloffs. Past backtest results do not guarantee future results.

Behavior During Downturns

Macro gates tilt toward defense sleeve; MA200 exits redirect weak names to SHY.

Holdings

Defense + AI sleeves with macro-pulse regime tilting (EUR/USD + TLT gates). Current allocation: NVDA 5%, MSFT 5%, PLTR 5%, PANW 5%, 80% SHY.

SHYSHY
80%
NVDANVIDIA
5%
MSFTMicrosoft
5%
PLTRPalantir
5%
PANWPalo Alto Networks
5%
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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.