66 strategies match
· Hover a number for its exact definition. Basis chips show what each figure is based on.
| Types | Basis | Compare | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
100% SGOV Treasury Bill Cash HolderComposer Technologies | Composer | User-built, Rules-based algorithmic, Buy and hold +4 | — | — | — | 0.0% | 3.6% | 20.28 | -0.0% | 40% | ||
50/30/20 Global Stocks, Bonds and Gold BenchmarkComposer Technologies | Composer | User-built, Rules-based algorithmic, Strategic asset allocation +6 | — | — | — | 9.8% | 14.4% | 1.29 | -8.4% | 40% | ||
50/50 Gold and DBMF De-Risk SleeveComposer Technologies | Composer | User-built, Rules-based algorithmic, Strategic asset allocation +4 | — | — | — | 0.0% | 26.2% | 1.98 | -4.0% | 40% | ||
50/50 SPY and Cash AllocationComposer Technologies | Composer | User-built, Rules-based algorithmic, Strategic asset allocation +3 | — | — | — | 17.3% | 14.2% | 0.86 | -22.1% | 60% | ||
60/40 VTI and SHV BenchmarkComposer Technologies | Composer | User-built, Rules-based algorithmic, Strategic asset allocation +4 | — | — | — | 12.0% | 12.6% | 1.24 | -11.7% | 40% | ||
90/10 VOO and JEPQ Blend with Short TreasuriesComposer Technologies | Composer | User-built, Rules-based algorithmic, Strategic asset allocation +6 | — | — | — | 16.7% | 18.4% | 1.32 | -17.8% | 60% | ||
90/10 VOO and Short Treasury Buffett MixComposer Technologies | Composer | User-built, Rules-based algorithmic, Strategic asset allocation +5 | — | — | — | 15.7% | 13.6% | 0.91 | -20.2% | 60% | ||
All-Weather Tactical with QLD Offense and Defensive SwitchComposer Technologies | Composer | User-built, Rules-based algorithmic, Leveraged ETFs +7 | — | — | — | 20.0% | 19.9% | 1.37 | -10.1% | 60% | ||
Atlas Global Balanced 60/40 StrategyInteractive Advisors | Interactive Advisors | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.8% | $20k | 2 | 8.3% | 5.4% | 0.54 | -5.9% | 73% | ||
Atlas Global Defensive Equity (Bear-Market Avoidance)Interactive Advisors | Interactive Advisors | Model portfolio, Tactical allocation, International equities +3 | 0.8% | $20k | 2 | 14.0% | 8.3% | 0.82 | -8.8% | 73% | ||
Better Money Market: Treasuries, Gold and Defensive CoreComposer Technologies | Composer | User-built, Rules-based algorithmic, Capital preservation +5 | — | — | — | 0.0% | 5.3% | 1.64 | -1.8% | 40% | ||
Better Than Cash Core with VIXY Hedge SleeveComposer Technologies | Composer | User-built, Rules-based algorithmic, Leveraged ETFs +6 | — | — | — | -0.7% | 6.1% | 2.73 | -0.9% | 40% | ||
Bond and Defensive Sector RSI Rebound RotationComposer Technologies | Composer | User-built, Rules-based algorithmic, Mean reversion +4 | — | — | — | 0.0% | 29.9% | 1.65 | -9.1% | 40% | ||
Cautious Fund Surfing 2x S&P with Defensive TrioComposer Technologies | Composer | User-built, Rules-based algorithmic, Tactical allocation +5 | — | — | — | 15.7% | 30.7% | 1.50 | -27.0% | 60% | ||
Cautious Fund Surfing 3x S&P with Gold and Dollar DefenseComposer Technologies | Composer | User-built, Rules-based algorithmic, Tactical allocation +6 | — | — | — | 22.0% | 42.9% | 1.42 | -37.7% | 60% | ||
Cautious Fund Surfing SPY vs SHY with 15 SleevesComposer Technologies | Composer | User-built, Rules-based algorithmic, Tactical allocation +5 | — | — | — | 23.4% | 38.7% | 1.34 | -36.6% | 60% | ||
Cautious Fund Surfing UPRO with SHY and TLTComposer Technologies | Composer | User-built, Rules-based algorithmic, Tactical allocation +6 | — | — | — | 22.7% | 32.7% | 1.16 | -38.2% | 60% | ||
Cautious S&P Entry with Dollar, Gold and Staples SafetyComposer Technologies | Composer | User-built, Rules-based algorithmic, Tactical allocation +4 | — | — | — | 9.3% | 19.1% | 1.72 | -14.8% | 60% | ||
Classic Conservative Allocation (IRA)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.3% | $50 | 1 | 5.0% | 0.5% | — | — | 73% | ||
Classic Conservative Allocation (Taxable)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.3% | $50 | 1 | 4.2% | 0.9% | — | — | 73% | ||
| SoFi | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.3% | $50 | 2 | 10.1% | 3.6% | — | — | 73% | |||
| SoFi | Model portfolio, Strategic asset allocation, Multi-asset +4 | 0.3% | $50 | 2 | 10.0% | 4.0% | — | — | 73% | |||
Classic+Alternatives Conservative (IRA)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 1 | 6.9% | 7.1% | — | — | 73% | ||
Classic+Alternatives Conservative (Taxable)SoFi Wealth | SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 1 | 5.2% | 4.6% | — | — | 73% | ||
| SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 2 | 10.5% | 8.6% | — | — | 73% | |||
| SoFi | Model portfolio, Strategic asset allocation, Multi-asset +5 | 0.3% | $50 | 2 | 10.3% | 7.9% | — | — | 73% | |||
Conservative Sector Rotation with Treasury/KMLM FallbackComposer Technologies | Composer | User-built, Rules-based algorithmic, Tactical allocation +6 | — | — | — | 29.8% | 26.1% | 2.32 | -4.2% | 40% | ||
Costco and UnitedHealth Defensive Sleeve with T-BillsComposer Technologies | Composer | User-built, Rules-based algorithmic, Tactical allocation +5 | — | — | — | 8.4% | 43.6% | 1.15 | -23.5% | 60% | ||
Defensive Asset Allocation with Single-Holding RotationComposer Technologies | Composer | User-built, Rules-based algorithmic, Momentum +5 | — | — | — | 13.7% | 15.6% | 1.15 | -9.6% | 40% | ||
Defensive USD and Treasury Core with 2x Nasdaq Dip SleeveComposer Technologies | Composer | User-built, Rules-based algorithmic, Leveraged ETFs +7 | — | — | — | 18.9% | 20.7% | 1.76 | -9.8% | 60% | ||
Dividend Funds with Trend-Based Short Treasury ShiftComposer Technologies | Composer | User-built, Rules-based algorithmic, Tactical allocation +7 | — | — | — | 1.9% | 3.3% | 0.44 | -16.4% | 40% | ||
Gold, TIPS, Long Bonds and Low-Volatility StocksComposer Technologies | Composer | User-built, Rules-based algorithmic, Factor / smart beta +6 | — | — | — | -0.6% | 3.7% | 0.53 | -17.5% | 40% | ||
Half T-Bills with QLD Dip Buying and Defensive RotationComposer Technologies | Composer | User-built, Rules-based algorithmic, Leveraged ETFs +6 | — | — | — | 18.8% | 20.2% | 1.71 | -9.3% | 60% | ||
Inflation Spiral Hedge (Staples, Commodities, Gold)Composer Technologies | Composer | User-built, Rules-based algorithmic, Strategic asset allocation +5 | — | — | — | 22.5% | 12.7% | 1.33 | -8.9% | 60% | ||
Lilly vs Novo GLP-1 Low-Volatility Pick with CashComposer Technologies | Composer | User-built, Rules-based algorithmic, Concentrated +5 | — | — | — | 42.5% | 34.8% | 0.97 | -24.1% | 60% | ||
Low Volatility, Dividend and Quality ETF WeightingComposer Technologies | Composer | User-built, Rules-based algorithmic, Factor / smart beta +3 | — | — | — | 12.7% | 11.0% | 0.85 | -17.3% | 60% | ||
Morningstar Diversified 45/40/15 ETF PortfolioComposer Technologies | Composer | User-built, Rules-based algorithmic, Strategic asset allocation +8 | — | — | — | 10.4% | 13.9% | 1.46 | -8.6% | 40% | ||
Net Payout Yield Large-Cap Dividend & Buyback StocksInteractive Advisors | Interactive Advisors | Separately managed account, Manager discretionary, Fundamental research +4 | 0.8% | $1,000 | 3 | 18.7% | 10.9% | 1.04 | -8.0% | 73% | ||
QQQ Black Swan Catcher with TQQQ and UVIXComposer Technologies | Composer | User-built, Rules-based algorithmic, Leveraged ETFs +7 | — | — | — | 15.6% | 20.1% | 0.60 | -48.3% | 60% | ||
Ray Dalio All Weather PortfolioQuantbase | Quantbase | Model portfolio, Strategic asset allocation, Risk parity / all-weather +5 | 1.0% | — | 2.09 | -1.9% | — | 0.56 | -11.2% | 82% | ||
Ray Dalio All Weather ReplicaComposer Technologies | Composer | User-built, Rules-based algorithmic, Strategic asset allocation +6 | — | — | — | 5.5% | 3.3% | 0.38 | -21.5% | 40% | ||
S&P 500 Trend Monthly Mix of Growth, Bonds and T-BillsComposer Technologies | Composer | User-built, Rules-based algorithmic, Trend following +5 | — | — | — | 0.0% | 16.0% | 0.93 | -9.1% | 40% | ||
S&P Minimum Drawdown with Gold, Dollar and TreasuriesComposer Technologies | Composer | User-built, Rules-based algorithmic, Leveraged ETFs +4 | — | — | — | 32.9% | 16.0% | 1.30 | -15.4% | 60% | ||
SPY Regime Switch with Oversold Dip Buy and Staples DefenseComposer Technologies | Composer | User-built, Rules-based algorithmic, Tactical allocation +5 | — | — | — | 18.5% | 21.6% | 1.43 | -13.4% | 60% | ||
Safe Sectors or Bonds Most-Oversold Single PickComposer Technologies | Composer | User-built, Rules-based algorithmic, Mean reversion +5 | — | — | — | 0.0% | 8.6% | 0.76 | -8.9% | 40% | ||
Safe and Steady RSI Dip-Buy with Defensive SectorsComposer Technologies | Composer | User-built, Rules-based algorithmic, Mean reversion +6 | — | — | — | 0.0% | 15.7% | 1.35 | -5.5% | 40% | ||
Schwab Connection Ultra Short Bond StrategiesCharles Schwab & Co. | Form ADV brochure | Separately managed account, Manager discretionary, Fixed income +2 | — | — | — | — | — | — | — | 18% | ||
Schwab SMP-ETF Conservative PortfolioCharles Schwab & Co. | Form ADV brochure | Manager discretionary, Model portfolio, Multi-asset +3 | — | $25k | — | — | — | — | — | 27% | ||
Schwab SMP-MF Conservative Income Fund PortfolioCharles Schwab & Co. | Form ADV brochure | Manager discretionary, Model portfolio, Fixed income +3 | — | $25k | — | — | — | — | — | 27% | ||
Schwab SMP-MF Standard Moderately Conservative AllocationCharles Schwab & Co. | Form ADV brochure | Manager discretionary, Model portfolio, Strategic asset allocation +3 | — | $25k | — | — | — | — | — | 27% |
Composer Technologies · Composer
Composer Technologies · Composer
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Interactive Advisors
Interactive Advisors
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SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
SoFi Wealth · SoFi
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SoFi Wealth · SoFi
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SoFi Wealth · SoFi
Composer Technologies · Composer
Composer Technologies · Composer
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Interactive Advisors
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Quantbase
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Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
