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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

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.

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

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Account value

$950.25

As of Sep 21, 2026 UTC

Total return

Cumulative since activation

-4.97%

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.

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

12–16%

annualized

Volatility

+7.2%–+9.2%

annualized

Net Sharpe

-4.3

after paper fee + slippage

Max Drawdown

-5.6%

historical reference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

0 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: XOM 15.04%, CVX 15.04%, GOOGL 15.04%, UNH 8.33%, JPM 1.16%, 45.39% SHY.

SHYSHY
45.39%
XOMExxon Mobil
15.04%
CVXChevron
15.04%
GOOGLAlphabet
15.04%
UNHUnitedHealth Group
8.33%
JPMJPMorgan Chase
1.16%
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.