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Hedge Fund Mirror

Growth Risk
Featured
MC validated

Autopilot analog: Jim Simons Tracker / Point 72 (`hedge-fund-mirror`). Educational clone of top institutional 13F holdings with max-Sharpe weights, 15% caps, and MA200 trend protection.

72
Diversification

Diversification

72

Volatility Profile

Moderate-High

Horizon

3–5 years

Live House Account

Forward performance on a virtual $1,000 autopilot account since 8/2/2026.

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Account value

$1,011.11

As of Aug 7, 2026 UTC

Total return

Cumulative since activation

+1.11%

Today's return

Since midnight UTC

+0.09%

Tracking days

6

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.

Hedge Fund Mirror

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

30–35%

annualized

Volatility

16–20%

annualized

Sharpe Ratio

2.0–2.2

risk-adjusted

Max Drawdown

-14% to -16%

historical reference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

13F-inspired static universe (14 names). MC-validated Aug 2026: MA200 lb1y cap15% weekly — composite Sharpe 2.10, block P5 1.36. $1k demo house account on track record; EDGAR refresh is research-only.

Bull Case

Institutional conviction names with quant risk overlay may outperform naive 13F copy portfolios.

Bear Case

Raw 13F filings lag 45 days and underperform static seed in MC (block P5 0.89). Live universe stays on curated static names.

Behavior During Downturns

Per-holding MA200 exits redirect broken trends to SHY.

Holdings

13F-inspired universe — max-Sharpe weights, 15% cap, MA200 trend filter. Current allocation: GOOGL 15.02%, XOM 15.02%, BAC 15.02%, LLY 12.39%, AAPL 11.86% (+4 more).

GOOGLAlphabet
15.02%
XOMExxon Mobil
15.02%
BACBank of America
15.02%
LLYEli Lilly
12.39%
AAPLApple
11.86%
UNHUnitedHealth Group
10.83%
BRK-BBerkshire Hathaway Class B
8.54%
NVDANVIDIA
7.27%
AMZNAmazon
4.03%
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Research only. Not financial advice. For educational and informational purposes only. Past performance does not indicate future results.