All Portfolios

Protected Equity

Balanced Risk
Research only
MC fragile

Growth equity allocation with regime-triggered protective put hedging. Runs unhedged in normal markets; activates puts in caution/defensive regimes.

70
Diversification

Diversification

70

Volatility Profile

Moderate

Horizon

1–3 years

Live House Account

Forward performance on a virtual $1,000 autopilot account since 7/16/2026.

Research-only portfolio — follow the $1,000 demo house account below. Paper and live trading are not available.

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Account value

$1,000.00

As of Aug 7, 2026 UTC

Total return

Cumulative since activation

+0.00%

Today's return

Since midnight UTC

+0.00%

Tracking days

23

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.

Protected Equity

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.

Research-only portfolio — failed walk-forward validation or structurally weak path robustness. Demo track record only; paper and live trading are not available.

Expected Return

43–46%

annualized

Volatility

+-1.0%–+1.0%

annualized

Sharpe Ratio

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historical reference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

Weekly (Mondays)

Drift > 5%

Min Holding

21 days

Before discretionary sells

Trend Filter

MA50 → SHY

Buy when MA stack aligned; exit to cash when broken

Risk Alerts

Defensive regime

VIX spike, DD halt — any business day

AI Rationale

Growth optimizer with MA50 filter plus regime-triggered protective puts. Walk-forward failed: Sharpe 1.28, CAGR +29.2%, max DD −17.2% — hedge cost outweighs benefit vs growth.

Bull Case

Tail-risk puts activate only in caution/defensive regimes.

Bear Case

Failed walk-forward validation vs growth baseline. Monte Carlo path fragile. Put premium drags CAGR in stress regimes.

Behavior During Downturns

Protective puts limit downside on top holdings. Combined with MA50 filter and regime overlay for layered defense.

Holdings

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

Research only. Not financial advice. For educational and informational purposes only. Past performance does not indicate future results.