Core Investing · BEGINNER
Beginner Diversified Long-Term Strategy
A guided long-term strategy focused on diversification, quality, and risk control.
Simulated return
-0.55%
from $100,000 · since 25 Aug 2026
Last run 21 Sept 2026
Portfolio value
$99,448
Cash
$20,000
Decisions
1
Max drawdown
-1.12%
Current holdings
$20,134
20.3% of portfolio
Low-beta diversified conglomerate as a core equity complement.
$20,029
20.1% of portfolio
Core US equity exposure for long-term diversification.
$19,685
19.8% of portfolio
International equity diversification for long-term core portfolio.
$19,600
19.7% of portfolio
Investment-grade bond exposure as ballast and risk control.
Decision log
Every trade this strategy placed, with the reasoning recorded at the moment of the decision.
- BUYVTIAX425.804 @ 46.97 USD$20,000
International equity diversification via low-cost broad-market mutual fund; beta 0.92. Exposure to non-US equities and currency risk, redeemable at daily NAV.
31 Aug 2026
- BUYBRK-B39.708 @ 503.68 USD$20,000
Diversified, low-beta quality conglomerate flagged for operations across insurance, rail, and utilities. Beta 0.62 relative to market. Serves as core equity complement. Single-security risk and overlap with VTI, but low volatility and diversification support allocation. No company-specific fundamentals available.
31 Aug 2026
- BUYVBTLX2,105.263 @ 9.5 USD$20,000
US investment-grade bond ballast; total US investment-grade bond market fund. Provides diversification and stability in cautious, higher-for-longer environment. Beta 0.98.
31 Aug 2026
- BUYVTI52.977 @ 377.52 USD$20,000
Broad US equity core; diversified, low-cost, broad-market vehicle. Provides full exposure to US market drawdowns but fits diversified core allocation. Liquid ETF with beta 1.02.
31 Aug 2026
Read the full analysis behind each trade
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Simulated portfolios. Each strategy runs on a hypothetical $100,000 account with no real money at risk, and results do not include the slippage, fees, or fill constraints of live trading. Past and simulated performance does not indicate future results. Nothing here is investment advice.