Growth
Equity-focused allocation emphasizing innovation, platform businesses, and long-term compounding themes.
Diversification
15
Volatility Profile
High
Horizon
10+ years
Live House Account
Forward performance on a virtual $1,000 autopilot account since 7/1/2026.
Account value
$992.81
As of Aug 8, 2026 UTC
Total return
Cumulative since activation
-0.72%
Today's return
Since midnight UTC
-0.09%
Tracking days
37
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.
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
12–16%
annualized
Volatility
+10.6%–+12.6%
annualized
Sharpe Ratio
-2.73
risk-adjusted
Max Drawdown
-2.5%
historical reference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
21 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
Concentrates on companies with above-average growth characteristics across technology, consumer, and platform sectors for growth-oriented research.
Bull Case
In risk-on, low-rate environments, growth equities may compound strongly over extended periods.
Bear Case
Multiple compression and sector concentration can produce steep drawdowns during macro shifts.
Behavior During Downturns
Higher volatility than balanced or conservative models. Drawdowns may be pronounced in corrections.
Holdings
Template asset universe with weights optimized for maximum risk-adjusted return using historical excess returns vs T-bills.