Side-by-side comparison

Compare investment strategies

Classic Moderate Allocation (Taxable) vs Weekly Momentum Allocator: ETFs, Blue Chips and Growth

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.

16.3%Best

0.0%

6.9%

103.1%Best

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11.4%

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6.66

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-1.6%

Fee

0.25%

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Minimum investment

$50

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Each source uses its own scale

3(1-5 risk profile (SoFi))

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Inception

2021-01-01

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Holdings

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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)

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ballast (cash/dividends/gold/tips/energy), blue chips, growth/ai tilt, multi-asset rotation, recent-winner selection, weekly rebalance

Asset classes / instruments

equity, fixed income

equities

ESG / responsible flag

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Holdings

Asset-class allocation

cash: 1.0% · bonds: 34.0% · stocks: 63.0% · alternatives: 2.0%

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Equity allocation

63.00%

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Market-relative

Benchmark (methodology text)

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

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Benchmark return, 1 year

13.57%

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Benchmark return, 3 years (annualized)

11.31%

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Benchmark return, 5 years (annualized)

5.99%

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Benchmark return, since inception (annualized)

5.98%

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Benchmark return, year to date

-2.14%

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Risk metrics

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

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64.30

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

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-1.60%

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

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6.66

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

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11.42%

Cost & access

Management / advisory fee

0.25%

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Minimum investment

$50

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Construction

Rebalance frequency

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weekly

Rebalancing (methodology text)

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

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Returns

Return, 1 year (client composite)

16.25%

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Return, 3 years (annualized) (client composite)

12.34%

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Return, 5 years (annualized) (client composite)

6.66%

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

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103.09%

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

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4.90%

Return, since inception (annualized) (client composite)

6.94%

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

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-4.41%

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

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0.00%

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

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0.00%

Return, year to date (client composite)

-1.79%

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Risk score

Risk profile (SoFi)

Moderate

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Risk profile rank 1-5 (SoFi)

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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