Side-by-side comparison

Compare investment strategies

50% Berkshire and 50% 90/10 SPY/Treasury Mix vs Crabtree Science & Technology Long-Only Stocks

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, Live). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

10.0%

29.3%Best

10.3%

17.6%Best

13.5%Best

22.7%

0.80

1.16Best

-9.6%Best

-11.1%

Fee

—

0.75%

Minimum investment

—

$30k

Each source uses its own scale

—

4(1-5 (Interactive Advisors))

Inception

—

2011-10-04

40%

82%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.

Crabtree Science & Technology Long-Only StocksLiveup 93.3%
S&P 500 ETFup 79.9%

No published history to chart: 50% Berkshire and 50% 90/10 SPY/Treasury Mix.

Every published figureShow 47 attributes

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

Classification

AI categories (Composer)

berkshire tilt, concentrated, daily rebalance, s&p 500, short-term treasuries, us equities

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Asset classes / instruments

equities

Composition (ETFs / Stocks / Mixed)

—

STOCKS

Curated collections (Interactive Advisors)

—

Portfolios with the best risk adjusted returns, Top performing portfolios

ESG / responsible flag

—

Smart beta flag

—

Theme keywords (Interactive Advisors)

—

Fundamental analysis, Science and technology

Returns

Annualized return since inception (Lighthorse, daily, live)

—

17.17%

Return since inception (annualized) (live account)

—

17.60%

Return since inception (cumulative) (live account)

—

1036%

Return vs the source's benchmark, last 365 days (Lighthorse, daily, live)

—

21.88%

Return, last 30 days (live account)

—

2.00%

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

—

25.22%

Return, last 365 days (live account)

—

29.30%

Return, last 5 years (cumulative) (live account)

—

82.70%

Return, last 90 days (live account)

—

0.20%

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

10.28%

—

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

17.43%

—

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

1.97%

—

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

10.04%

—

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

3.86%

—

Return, year to date (live account)

—

33.40%

Market-relative

Benchmark (methodology text)

—

It seeks to outperform the NYSE Arca Technology 100 Index.

Risk metrics

Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live)

—

0.84

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

1.07

—

Maximum drawdown since inception (Lighthorse, daily, live)

—

-39.71%

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

—

-11.05%

Maximum drawdown, last 365 days (live account)

—

-11.10%

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

-9.62%

—

Sharpe ratio since inception (Lighthorse, daily, live)

—

0.74

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

—

0.92

Sharpe ratio, last 365 days (live account)

—

1.16

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

0.80

—

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

—

1.38

Sortino ratio, last 365 days (live account)

—

1.98

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

13.45%

—

Value-at-risk 95% 1-week, last 365 days (live account)

—

-5.30%

Volatility since inception (Lighthorse, daily, live)

—

21.62%

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

—

22.33%

Volatility, last 365 days (live account)

—

22.70%

Cost & access

Management / advisory fee

—

0.75%

Minimum investment

—

$30k

Disclosure

Metrics calculated through

—

2026-10-09

Construction

Rebalance frequency

daily

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Rebalancing (methodology text)

—

rebalanced roughly every six months

Risk score

Risk label (Interactive Advisors)

—

Aggressive

Risk score 1-5 (Interactive Advisors)

—

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