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TSMOM CTA Proxy

Balanced Risk
Research only
MC fragile

Multi-asset time-series momentum with inverse-vol sizing across equity, rates, and commodity sleeves. Research-only (Aug 2026: block P5 Sharpe 0.18).

85
Diversification

Diversification

85

Volatility Profile

Moderate

Horizon

5+ years

House Account Track Record

Forward performance on a separate virtual $1,000 research account since 8/26/2026. This is not your connected exchange account.

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

Returns appear after 7 daily snapshots (1 of 7 so far).

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Account value

$1,002.99

As of Aug 26, 2026 UTC

Total return

Cumulative since activation

Today's return

Since midnight UTC

Tracking days

1 / 7

Performance chart unlocks after 7 daily snapshots so early rebalance pricing does not skew returns.

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

8–15%

annualized

Volatility

10–14%

annualized

Sharpe Ratio

1.0–1.1

risk-adjusted

Max Drawdown

-14% to -17%

historical reference

Trading Logic

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

Rebalance Schedule

Monthly (1st business day)

Drift > 5%

Min Holding

0 days

Before discretionary sells

Trend Filter

None

Buy-and-hold weights

Risk Alerts

Defensive regime

VIX spike, DD halt — any business day

AI Rationale

Champion: 12m sign, vol60 inverse weight, monthly rebalance. Composite Sharpe 1.35, block P5 0.18.

Bull Case

Diversified trend exposure across uncorrelated ETF sleeves.

Bear Case

ETF proxy lacks futures diversification; MC failed badly on 5y window.

Behavior During Downturns

Per-asset momentum sign exits to cash within each sleeve.

Holdings

Template allocation using real ETF and stock tickers.

SPYSPDR S&P 500 ETF
21.51%
EFAiShares MSCI EAFE ETF
19.38%
EEMiShares MSCI Emerging Markets ETF
9.11%
GLDSPDR Gold Shares
5.59%
DBCInvesco DB Commodity Index ETF
6.62%
VNQVanguard Real Estate ETF
9.42%
UUPInvesco DB US Dollar Index Bullish ETF
28.38%
Research only. Not financial advice. For educational and informational purposes only. Past performance does not indicate future results.