Quality Compounder
Systematic Buffettology — ranks the scored universe by quality, valuation, and low risk, then optimizes weights with a long-term trend filter.
Diversification
51
Volatility Profile
Moderate
Horizon
3–5 years
Live House Account
Forward performance on a virtual $1,000 autopilot account since 8/2/2026.
Account value
$999.20
As of Aug 7, 2026 UTC
Total return
Cumulative since activation
-0.08%
Today's return
Since midnight UTC
-0.14%
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.
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.
Monte Carlo block-bootstrap P5 Sharpe is below 1.0 on 5-year daily returns — demo track record only; paper and live trading are not available.
Expected Return
13–14%
annualized
Volatility
11–15%
annualized
Sharpe Ratio
1.1–1.2
risk-adjusted
Max Drawdown
-12% to -14%
historical reference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
Selects ~25 names by moat-weighted quality + valuation score. Aug 2026 dynamic-scoring harness: hist Sharpe 1.19, block P5 0.39 (MC fragile).
Bull Case
Quality bias with diversified optimizer weights on headline backtest.
Bear Case
Fails MC promotion gate on slug-specific walk-forward harness; quality factor can lag speculative rallies.
Behavior During Downturns
Trend filter steps out of broken names into SHY. Lower max risk score (55) excludes the most volatile candidates.
Holdings
Quality + valuation scored selection (~25 names) with max-Sharpe weights and MA250 filter. Current allocation: XOM 15.09%, BRK-B 13.89%, VYM 11.32%, VOO 9.28%, SPY 9.21% (+6 more), 5.16% SHY.