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Faber GTAA (5)

Balanced Risk
MC validated

Gary Faber 5-asset global tactical allocation — max-Sharpe optimizer with per-asset MA trend filter and daily rebalance. MC-validated Aug 2026.

6
Diversification

Diversification

6

Volatility Profile

12.7%

2-year backtest

Horizon

3+ years

House Account Track Record

Forward performance on a separate virtual $1,000 research account since 8/26/2026. This is not your connected exchange account.

Returns appear after 7 daily snapshots (1 of 7 so far).

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Account value

$1,324.15

As of Aug 26, 2026 UTC

Total return

Cumulative since activation

Today's return

Since midnight UTC

Tracking days

1 / 7

Performance chart unlocks after 7 daily snapshots so early rebalance pricing does not skew returns.

Historical Performance

2.0-year daily MA100 → SHY trend filter at stated weights (Yahoo Finance, 2 holdings, as of 2026-08-25). Research only — not a forecast or live track record.

Annualized Return

+26.2%

2-year backtest

Volatility

12.7%

annualized

Sharpe Ratio

1.86

excess vs T-bills

Max Drawdown

-10.7%

backtested

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

MA100 → SHY

Buy when MA stack aligned; exit to cash when broken

Risk Alerts

Defensive regime

VIX spike, DD halt — any business day

AI Rationale

Champion (full hybrid sweep): SPY/EFA/IEF/GLD/VNQ, MA100, 2y lookback, 25% cap, daily. Composite Sharpe 2.15, CAGR +24.1%, max DD −8.1%, block P5 Sharpe 1.41.

Bull Case

Diversified global sleeve rotation with optimizer weights may outperform static Faber equal-weight.

Bear Case

Daily rebalance increases turnover. Concentrated max-Sharpe weights can cluster in correlated assets.

Behavior During Downturns

Per-asset MA100 trend filter routes weak sleeves to SHY before optimizer reweights.

Holdings

Template asset universe with weights optimized for maximum risk-adjusted return using historical excess returns vs T-bills.

SPYSPDR S&P 500 ETF
50%
GLDSPDR Gold Shares
50%
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Research only. Not financial advice. For educational and informational purposes only. Past performance does not indicate future results.