Risk Management · INTERMEDIATE
Macro-Aware Defensive Strategy
Adapts exposure based on macro regime signals and downside risk constraints.
Simulated return
-1.15%
from $100,000 · since 25 Aug 2026
Last run 21 Sept 2026
Portfolio value
$98,852
Cash
$20,000
Decisions
1
Max drawdown
-2.47%
Current holdings
$19,238
19.5% of portfolio
Acts as inflation/currency hedge in late-cycle sticky-inflation regime despite mixed trend; liquid USD-priced public security.
$14,945
15.1% of portfolio
Positive long-term trend and defensive low-vol/high-quality drawdown mitigation.
$10,174
10.3% of portfolio
High-quality defensive equity with positive long-term trend and large-cap low-vol profile.
$9,913
10.0% of portfolio
Defensive dividend/large-cap profile with positive long-term trend for drawdown mitigation.
$9,775
9.9% of portfolio
Provides intermediate aggregate bond ballast in a defensive allocation; higher-for-longer rate pressure is an acknowledged risk.
$9,643
9.8% of portfolio
Positive long-term trend, defensive capital preservation, and large-cap low-vol bias.
$5,164
5.2% of portfolio
High-quality defensive healthcare equity with positive long-term trend; completes healthcare allocation within sector cap.
Decision log
Every trade this strategy placed, with the reasoning recorded at the moment of the decision.
- BUYGLD49.228 @ 406.27 USD$20,000
Gold hedge for sticky inflation; live quote above 50-day but below 200-day, off year high; memo target 20% initial purchase.
31 Aug 2026
- BUYXLV88.101 @ 170.26 USD$15,000
Healthcare defensive earnings; live quote above both 50-day and 200-day averages; memo target 15%.
31 Aug 2026
- BUYABBV19.576 @ 255.41 USD$5,000
Defensive healthcare large cap; live quote above both 50-day and 200-day averages; memo target 5%.
31 Aug 2026
- BUYAGG102.717 @ 97.355 USD$10,000
Intermediate bond ballast despite below 50-day/200-day trend; memo target 10%.
31 Aug 2026
- BUYKO112.045 @ 89.25 USD$10,000
Defensive staples large cap; live quote above both 50-day and 200-day averages; memo target 10%.
31 Aug 2026
- BUYJNJ37.588 @ 266.04 USD$10,000
Defensive healthcare large cap; live quote above both 50-day and 200-day averages; memo target 10%.
31 Aug 2026
- BUYXLP117.419 @ 85.165 USD$10,000
Staples defensive earnings; live quote above both 50-day and 200-day averages; memo target 10%.
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.