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White House Tracker

Balanced Risk
Research only

Autopilot analog: White House Asset Management (`white-house-tracker`). Gov-adjacent defense, finance, and energy basket — research until federal ethics disclosure feed ships.

62
Diversification

Diversification

62

Volatility Profile

Moderate

Horizon

1–3 years

Live House Account

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

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

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Account value

$1,003.62

As of Aug 7, 2026 UTC

Total return

Cumulative since activation

+0.36%

Today's return

Since midnight UTC

-0.33%

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.

White House Tracker

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

18–24%

annualized

Volatility

14–18%

annualized

Sharpe Ratio

1.3–1.4

risk-adjusted

Max Drawdown

-15% to -17%

historical reference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

MA250 → SHY

Buy when MA stack aligned; exit to cash when broken

Risk Alerts

Defensive regime

VIX spike, DD halt — any business day

AI Rationale

Aug 2026 probe champion: MA250 lb1y cap15% weekly — Sharpe 1.49, CAGR 21.4%, block P5 0.54. Research slug.

Bull Case

Defense + finance + energy blend may capture policy-adjacent tailwinds with trend protection.

Bear Case

Static proxy, not live executive disclosures. MC fragile (P5 0.54).

Behavior During Downturns

MA trend filter per holding; defensive sleeve tilt via macro gates planned.

Holdings

Gov-adjacent defense/finance/energy basket — max-Sharpe, MA250 filter. Research proxy until ethics disclosure feed. Current allocation: LMT 15.19%, RTX 15.19%, UNH 15.19%, GS 15.19%, XOM 15.19% (+2 more).

LMTLockheed Martin
15.19%
RTXRTX Corporation
15.19%
UNHUnitedHealth Group
15.19%
GSGoldman Sachs
15.19%
XOMExxon Mobil
15.19%
GOOGLAlphabet
15.19%
GDGeneral Dynamics
8.84%
Research only. Not financial advice. For educational and informational purposes only. Past performance does not indicate future results.