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Systematic Edge

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MC fragile

Jim Simons-inspired research portfolio. Scans 50 scored candidates for many modest statistical edges, with tight position caps and MA200 risk control.

68
Diversification

Diversification

68

Volatility Profile

7.7%

1.6904761904761905-year backtest

Horizon

3–5 years

Virtual Demo Track Record

Forward performance on our internal virtual $1,000 demo account since 8/2/2026. This is not customer capital and not your brokerage account.

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Account value

$1,003.23

As of Sep 21, 2026 UTC

Total return

Cumulative since activation

+0.32%

Today's return

Since midnight UTC

0.00%

Tracking days

46

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.

Systematic Edge

Hover a date for cumulative and that day's return. For today's move, see Today's Return in the summary.

Historical Performance

Simulated. 1.7-year daily MA300 → SHY trend filter at stated weights; next-open fills; paper one-way costs (15 bps) on entries/exits (22 holdings, as of 2026-09-18). Not a live track record — paper and house-account blotters are the forward book.

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.

Annualized Return

+27.3%

1.6904761904761905-year backtest

Volatility

7.7%

annualized

Net Sharpe

3.39

after paper fee + slippage

Max Drawdown

-3.1%

backtested

Sortino Ratio

5.44

return / downside vol

Gross Sharpe

3.47

before paper fee + slippage

VaR 95% (1-day)

-0.71%

historical, 5th-pctile day

CVaR 95% (1-day)

-1.00%

expected shortfall

Trading Logic

End-of-day signals only — no day trading. See full trading logic documentation.

Rebalance Schedule

Weekly (Mondays)

Drift > 5%

Min Holding

0 days

Before discretionary sells

Trend Filter

MA300 → SHY

Buy when MA stack aligned; exit to cash when broken

Risk Alerts

Defensive regime

VIX spike, DD halt — any business day

AI Rationale

Top 50 scored names at 12% max weight. Aug 2026 dynamic-scoring harness: hist Sharpe 1.46, block P5 0.56 (MC fragile).

Bull Case

Many modest edges with tight diversification caps on headline backtest.

Bear Case

Fails MC promotion gate on slug-specific walk-forward harness; wide universe increases estimation error.

Behavior During Downturns

MA200 per-holding filter and regime overlay redirect broken trends to SHY.

Holdings

Simons-style broad scan — top 50 scored names, 8% position cap, MA200 risk control. Current allocation: SMH 10.46%, DBC 9.65%, XOM 7.08%, CVX 6.09%, DE 5.87% (+16 more), 6.16% SHY.

SMHVanEck Semiconductor ETF
10.46%
DBCInvesco DB Commodity Index ETF
9.65%
XOMExxon Mobil
7.08%
SHYiShares 1-3 Year Treasury ETF
6.16%
CVXChevron
6.09%
DEDeere & Company
5.87%
GOOGAlphabet Inc. Class C
5.34%
BENFranklin Resources Inc.
5.29%
GILDGilead Sciences Inc.
5.24%
AAPLApple
5.06%
XLVHealth Care Select Sector SPDR Fund
4.39%
ABBVAbbVie Inc.
4.33%
SCHDSchwab US Dividend Equity ETF
3.75%
MOAltria Group Inc.
3.5%
IWDiShares Russell 1000 Value ETF
3.21%
VZVerizon Communications Inc.
3.05%
BRK-BBerkshire Hathaway Class B
2.67%
VVisa
2.3%
DBMFiMGP DBi Managed Futures Strategy ETF
1.97%
UUPInvesco DB US Dollar Index Bullish ETF
1.84%
PFEPfizer Inc.
1.67%
XLKTechnology Select Sector SPDR Fund
1.07%
Research software — not a fund or adviser. We do not take custody. Live orders stay in your brokerage. Not financial advice. Past performance does not indicate future results.