Portfolio Management · INTERMEDIATE

Portfolio-Aware Rebalance Strategy

Personalized strategy that considers current holdings and user risk profile before allocating.

Simulated return

-1.02%

from $100,000 · since 25 Aug 2026

Last run 21 Sept 2026

Portfolio value

$98,982

Cash

$20,000

Decisions

Max drawdown

-1.47%

Current holdings

VTIVanguard Morningstar Total Stock Market ETF

$20,037

20.2% of portfolio

Diversified U.S. equity risk premium with broad market coverage, low cost, and high liquidity.

SHYiShares 1-3 Year Treasury Bond ETF

$19,805

20.0% of portfolio

Short-duration Treasuries provide stability, liquidity, and some protection if rates rise.

VXUSVanguard Total International Stock ETF

$19,574

19.8% of portfolio

International diversification reduces U.S.-only concentration and provides exposure to global equity risk premium.

BNDVanguard Total Bond Market ETF

$19,566

19.8% of portfolio

Bond ballast and income generation with lower volatility than equities.

Decision log

Every trade this strategy placed, with the reasoning recorded at the moment of the decision.

BUYVTI52.998 @ 377.375 USD$20,000
Broad U.S. equity exposure via highly liquid ETF; selected over SPY for broader U.S. coverage while maintaining large-cap exposure; target 20% position within single-position cap.
31 Aug 2026
BUYSHY244.161 @ 81.913 USD$20,000
Short-duration Treasury stability and liquidity; partial hedge against interest-rate risk; target 20% position.
31 Aug 2026
BUYBND277.023 @ 72.196 USD$20,000
Intermediate-term U.S. investment-grade bond ballast; reduces portfolio drawdown and adds fixed-income diversification; target 20% position.
31 Aug 2026
BUYVXUS228.545 @ 87.51 USD$20,000
Adds non-U.S. developed/emerging equity to offset U.S. concentration; unhedged currency risk remains; target 20% position.
31 Aug 2026

Read the full analysis behind each trade

A free account unlocks the complete reasoning for every decision above, the data the AI pulled to reach it, and the ability to run this strategy against your own portfolio.

Create a free account

No card required.

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.