Side-by-side comparison

Compare investment strategies

BRIX Opportunity Diversified Buy-and-Hold Equities 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 (Hypo, Live). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

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29.3%

24.6%Best

17.6%

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22.7%

1.06

1.16Best

-25.2%

-11.1%Best

Fee

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0.75%

Minimum investment

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$30k

Each source uses its own scale

12(Heart Attack Index (Collective2))

4(1-5 (Interactive Advisors))

Inception

2022-06-20

2011-10-04

67%

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.

BRIX Opportunity Diversified Buy-and-Hold EquitiesHypoup 124.9%
Crabtree Science & Technology Long-Only StocksLiveup 93.3%
S&P 500 ETFup 79.9%

What they say: stated rules

Each rule is quoted from the strategy's own documents. Tap a ✓ to read the quote. Shared rules come first.

Rules stated

Rebalance schedule

Event handling / exception

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Exclude screen

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Include screen: Financial strength / cash flow

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Include screen: Market share / competitive position

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Number of holdings

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Universe / index

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Weighting scheme

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Every published figureShow 70 attributes

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

Market-relative

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

0.03

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Benchmark (methodology text)

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It seeks to outperform the NYSE Arca Technology 100 Index.

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

0.69

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

0.64

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Returns

Annual return compounded, strategy life (hypothetical model account)

24.60%

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Annualized return since inception (Lighthorse, daily, hypothetical)

23.70%

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Annualized return since inception (Lighthorse, daily, live)

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17.17%

Return since inception (annualized) (live account)

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17.60%

Return since inception (cumulative) (live account)

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1036%

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

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21.88%

Return, 1 month (hypothetical model account)

2.85%

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Return, 3 months (hypothetical model account)

3.98%

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Return, 6 months (hypothetical model account)

29.83%

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Return, last 30 days (live account)

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2.00%

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

28.60%

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

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25.22%

Return, last 365 days (live account)

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29.30%

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

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82.70%

Return, last 90 days (live account)

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0.20%

Return, year to date (live account)

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33.40%

Classification

Asset classes / instruments

stocks

equities

Composition (ETFs / Stocks / Mixed)

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STOCKS

Curated collections (Interactive Advisors)

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Portfolios with the best risk adjusted returns, Top performing portfolios

ESG / responsible flag

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Leaderboard views (Collective2)

ira_account, old_timers, popular, tos

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Smart beta flag

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Style chips (Collective2)

Non-hedged Equity

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Theme keywords (Interactive Advisors)

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Fundamental analysis, Science and technology

Trading activity

Average leverage

0.85

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Average position time

276,830

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Maximum daily leverage

1.08

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Number of trades

223

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Percent of trades profitable

51.57%

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Profit factor

7.96

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Win:loss ratio

7.96

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Quality

Badges (Collective2)

Trades Own Strategy, BrokerTransmit

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Risk metrics

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

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0.84

Calmar ratio, strategy life (hypothetical model account)

1.34

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Maximum drawdown since inception (Lighthorse, daily, hypothetical)

-23.70%

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Maximum drawdown since inception (Lighthorse, daily, live)

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-39.71%

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

-15.39%

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

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-11.05%

Maximum drawdown, last 365 days (live account)

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-11.10%

Maximum drawdown, strategy life (hypothetical model account)

-25.20%

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Sharpe ratio since inception (Lighthorse, daily, hypothetical)

0.86

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Sharpe ratio since inception (Lighthorse, daily, live)

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0.74

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

0.88

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

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0.92

Sharpe ratio, last 365 days (live account)

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1.16

Sharpe ratio, strategy life (hypothetical model account)

1.06

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

1.36

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

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1.38

Sortino ratio, last 365 days (live account)

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1.98

Sortino ratio, strategy life (hypothetical model account)

1.57

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

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-5.30%

Volatility since inception (Lighthorse, daily, hypothetical)

21.68%

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Volatility since inception (Lighthorse, daily, live)

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21.62%

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

27.70%

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

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22.33%

Volatility, last 365 days (live account)

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22.70%

Risk score

Heart Attack Index (Collective2)

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Risk label (Interactive Advisors)

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Aggressive

Risk score 1-5 (Interactive Advisors)

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Cost & access

Management / advisory fee

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0.75%

Minimum investment

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$30k

Subscription price per month

$55

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Suggested minimum capital

$15k

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Disclosure

Metrics calculated through

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2026-10-09

Construction

Rebalancing (methodology text)

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rebalanced roughly every six months

Identity

Strategy age

1,575

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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