This is Joe's BH test
Buy and hold is a basic investment strategy. This version buys and holds a basket of stocks or ETF's with target allocations. Holdings are rebalanced to target allocations monthly.
| Ticker | Allocation |
|---|---|
| GLD | 25.00 % |
| IWM | 25.00 % |
| TLT | 25.00 % |
| DIS | 25.00 % |
Strategy Type: Buy and Hold
Lookback: months
Start Date: 2004-11-18
End Date: 2022-01-25
| Total Return | CAGR | Max Drawdown | Sharpe | Calmar | Win % | Avg. % Win | Avg. % Loss | Best Period | Worst Period |
|---|---|---|---|---|---|---|---|---|---|
| 388.27 % | 9.73 % | -22.27 % | 0.95 | 0.44 | 65.53 % | 2.40 % | -2.16 % | 9.21 % | -13.63 % |