Side-by-side comparison

Compare investment strategies

15-Stock Tech-Tilted Portfolio with Treasury Ballast vs Solid Companies Quality Stock Portfolio

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (OOS, Hypo). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

9.4%

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14.5%

42.9%Best

11.7%

—

1.21Best

1.06

-9.1%Best

-34.8%

Each source uses its own scale

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18(Heart Attack Index (Collective2))

Inception

—

2024-06-02

40%

67%Best

Growth of $10,000

Each line starts at $10,000 on the first date all of them share, using the strategy's own published history. Bases are labelled and never mixed within a line.

Solid Companies Quality Stock PortfolioHypoup 135.2%
S&P 500 ETFup 45.7%

No published history to chart: 15-Stock Tech-Tilted Portfolio with Treasury Ballast.

Every published figureShow 43 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Classification

AI categories (Composer)

consumer staples, defense, diversified u.s. equities, healthcare, large-cap tech tilt, monthly rebalance, partial bond hedge, sector etfs

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Asset classes / instruments

equities

stocks

Leaderboard views (Collective2)

—

ira_account, popular

Market-relative

Alpha vs S&P 500, strategy life (hypothetical model account)

—

0.06

Beta vs S&P 500, strategy life (hypothetical model account)

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0.85

Correlation to S&P 500, strategy life (hypothetical model account)

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0.43

Returns

Annual return compounded, strategy life (hypothetical model account)

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42.90%

Annualized return since inception (Lighthorse, daily, hypothetical)

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44.07%

Return, 1 month (hypothetical model account)

—

0.53%

Return, 3 months (hypothetical model account)

—

5.72%

Return, 6 months (hypothetical model account)

—

9.70%

Return, last 365 days (Lighthorse, daily, hypothetical)

—

10.73%

Return, out-of-sample period (annualized) (out-of-sample)

14.46%

—

Return, out-of-sample period (cumulative) (out-of-sample)

17.19%

—

Return, trailing 1 month (out-of-sample)

0.93%

—

Return, trailing 1 year (out-of-sample)

9.43%

—

Return, trailing 3 months (out-of-sample)

4.54%

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Trading activity

Average leverage

—

0.74

Average position time

—

196,243

Maximum daily leverage

—

1.41

Number of trades

—

336

Percent of trades profitable

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57.23%

Profit factor

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2.77

Win:loss ratio

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2.77

Risk metrics

Calmar ratio, out-of-sample period (out-of-sample)

1.59

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Maximum drawdown since inception (Lighthorse, daily, hypothetical)

—

-31.83%

Maximum drawdown, last 365 days (Lighthorse, daily, hypothetical)

—

-31.70%

Maximum drawdown, out-of-sample period (out-of-sample)

-9.07%

—

Maximum drawdown, strategy life (hypothetical model account)

—

-34.80%

Sharpe ratio since inception (Lighthorse, daily, hypothetical)

—

1.02

Sharpe ratio, last 365 days (Lighthorse, daily, hypothetical)

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0.36

Sharpe ratio, out-of-sample period (out-of-sample)

1.21

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Sharpe ratio, strategy life (hypothetical model account)

—

1.06

Sortino ratio, last 365 days (Lighthorse, daily, hypothetical)

—

0.51

Sortino ratio, strategy life (hypothetical model account)

—

1.49

Standard deviation, out-of-sample period (out-of-sample)

11.72%

—

Volatility since inception (Lighthorse, daily, hypothetical)

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37.31%

Volatility, last 365 days (Lighthorse, daily, hypothetical)

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43.84%

Risk score

Heart Attack Index (Collective2)

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Construction

Rebalance frequency

monthly

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Identity

Strategy age

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862

Cost & access

Subscription price per month

—

$59

Suggested minimum capital

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$15k

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources