Buy and Hold
The starting point of investing. Choose what you want to hold, an allocation, and rebalance monthly.
Target Volatility
An extension of Buy and Hold. Chose your holdings and allocations. Use your portfolio volatility to adjust your market exposure and reduce risk when the portfolio is volatile.
Protective Asset Allocation
A momentum based investing approach on a portfolio of risk assets. The default portfolio has historically had low drawdowns and high risk adjusted returns.
Have a 401k with limited holding choices? Don't guess.
See how a portfolio of your holdings would have performed.
Create custom portfolio allocations. Easily test Equities, ETF's, and Mutual Funds.
Add and remove holdings to see the impact.
Share your test results. (or keep them private)
Public tests are available to all users and anyone with the link.
Markets don't always go up. Understand historical risk.
Adjust holdings to see the impact on historical drawdowns.
