Asset Allocation · BEGINNER
ETF Allocation Strategy
Builds diversified ETF allocation decisions with macro and risk overlays.
Simulated return
-1.50%
from $100,000 · since 25 Aug 2026
Last run 21 Sept 2026
Portfolio value
$98,497
Cash
$10,000
Decisions
1
Max drawdown
-1.96%
Current holdings
$20,020
20.3% of portfolio
Broad US equity beta for resilient economy and historical strength after positive August; diversified across cap tiers.
$19,561
19.9% of portfolio
High-quality bond ballast may offset equity stress; lower duration mitigates rate risk relative to long Treasuries.
$14,676
14.9% of portfolio
International diversification and exposure to non-US markets; single vehicle for developed and emerging equity.
$9,786
9.9% of portfolio
TIPS benefit from oil-driven inflation and higher inflation expectations, diversifying nominal bond exposure.
$9,611
9.8% of portfolio
Gold historically performs well in stagflation/geopolitical stress; supported by central bank buying and dollar weakness.
$5,311
5.4% of portfolio
Commodity exposure hedges oil supply shock and inflation; diversified across energy, metals, agriculture.
$4,790
4.9% of portfolio
Small caps offer cyclical upside and valuation opportunity once rate fears subside; diversifies large-cap-dominated VTI.
$4,742
4.8% of portfolio
Real estate is a real asset with income; benefits from resilient economy but suffers if rates rise sharply.
Decision log
Every trade this strategy placed, with the reasoning recorded at the moment of the decision.
- BUYGLD24.594 @ 406.6 USD$10,000
Gold exposure as geopolitical and inflation hedge; adds real asset diversification.
31 Aug 2026
- BUYVTI52.952 @ 377.7 USD$20,000
Core US equity exposure; broad total market including large/mid/small; liquid one-stop US beta. Chosen over SPY for broader coverage.
31 Aug 2026
- BUYVXUS171.36 @ 87.535 USD$15,000
International equity including developed and emerging markets; avoids separate EFA/EEM positions, keeping implementation simple.
31 Aug 2026
- BUYBND276.955 @ 72.214 USD$20,000
Diversified investment-grade bonds, lower duration than long Treasury; chosen over AGG for total market coverage.
31 Aug 2026
- BUYTIP93.611 @ 106.825 USD$10,000
Inflation-linked bonds match current inflation shock and provide real-asset protection.
31 Aug 2026
- BUYDBC160.436 @ 31.165 USD$5,000
Broad commodities benefits from oil surge; futures-based roll risk noted.
31 Aug 2026
- BUYVNQ51.878 @ 96.38 USD$5,000
US REITs provide real asset diversification; rate-sensitive, so modest weight.
31 Aug 2026
- BUYIWM17.04 @ 293.43 USD$5,000
US small-cap adds size factor diversification; attractive relative valuation if rate fears peak.
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.