More buy and hold

How Buy and Hold Invests


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.

Portfolio


Ticker Allocation
VTI 60.00 %
IEF 40.00 %

System Parameters


Strategy Type: Buy and Hold

Lookback: months

Start Date: 2002-07-26

End Date: 2021-11-12

Performance Statistics

Total Return CAGR Max Drawdown Sharpe Calmar Win % Avg. % Win Avg. % Loss Best Period Worst Period
427.79 % 9.04 % -29.45 % 1.07 0.31 70.69 % 1.91 % -2.04 % 7.99 % -10.83 %

Equity Curve

Drawdown

Monthly Returns


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