Side-by-side comparison

Compare investment strategies

Classic Conservative Allocation (Taxable) vs Bond and Defensive Signals Gate for TQQQ

At a glance

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

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

4.2%Best

0.0%

0.9%

207.4%Best

—

31.7%

—

3.80

—

-4.8%

Fee

0.25%

—

Minimum investment

$50

—

Each source uses its own scale

1(1-5 risk profile (SoFi))

—

Inception

2021-01-01

—

Holdings

—

73%Best

40%

Every published figureShow 31 attributes

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

Classification

AI categories (Composer)

—

bond signals, daily rebalance, defensive factor, leveraged etf, nasdaq-100, risk-on/off, tactical momentum, trend following

Asset classes / instruments

equity, fixed income

equities

ESG / responsible flag

—

Holdings

Asset-class allocation

cash: 1.0% · bonds: 97.0% · alternatives: 2.0%

—

Equity allocation

0.00%

—

Market-relative

Benchmark (methodology text)

Committee compares against "static benchmarks for each strategy" (not named)

—

Benchmark return, 1 year

4.64%

—

Benchmark return, 3 years (annualized)

3.67%

—

Benchmark return, 5 years (annualized)

0.33%

—

Benchmark return, since inception (annualized)

-0.34%

—

Benchmark return, year to date

-0.15%

—

Risk metrics

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

—

43.28

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

—

-4.79%

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

—

3.80

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

—

31.69%

Cost & access

Management / advisory fee

0.25%

—

Minimum investment

$50

—

Construction

Rebalance frequency

—

daily

Rebalancing (methodology text)

Rebalances when a holding drifts about 5% from target (Form ADV)

—

Returns

Return, 1 year (client composite)

4.16%

—

Return, 3 years (annualized) (client composite)

3.17%

—

Return, 5 years (annualized) (client composite)

1.05%

—

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

—

207.42%

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

—

17.40%

Return, since inception (annualized) (client composite)

0.91%

—

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

—

17.20%

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

—

0.00%

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

—

0.00%

Return, year to date (client composite)

-0.13%

—

Risk score

Risk profile (SoFi)

Conservative

—

Risk profile rank 1-5 (SoFi)

—

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