Side-by-side comparison

Compare investment strategies

Freedland Healthcare Growth & Dividend Stocks 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 (Live, Hypo). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

11.8%

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11.4%

42.9%Best

15.1%

—

0.53

1.06Best

-16.3%Best

-34.8%

Fee

0.75%

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Minimum investment

$500

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Each source uses its own scale

4(1-5 (Interactive Advisors))

18(Heart Attack Index (Collective2))

Inception

2010-10-08

2024-06-02

73%Best

67%

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.

Freedland Healthcare Growth & Dividend StocksLiveup 14.8%
Solid Companies Quality Stock PortfolioHypoup 135.2%
S&P 500 ETFup 42.9%

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

Universe / index

Data provider / source · Google Finance

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Data provider / source · Morningstar.com

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Data provider / source · Yahoo Finance

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Include screen: Growth

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Include screen: Healthcare / biotech

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Include screen: Valuation ratios

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Weighting scheme

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Every published figureShow 67 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)

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0.06

Benchmark (methodology text)

Assigned by IA per portfolio (investable ETF; often S&P 500 ETF); shown optionally

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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%

Annualized return since inception (Lighthorse, daily, live)

11.59%

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Return since inception (annualized) (live account)

11.40%

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Return since inception (cumulative) (live account)

460.80%

—

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

-6.93%

—

Return, 1 month (hypothetical model account)

—

0.53%

Return, 3 months (hypothetical model account)

—

5.72%

Return, 6 months (hypothetical model account)

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9.70%

Return, last 30 days (live account)

1.50%

—

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

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10.73%

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

17.23%

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Return, last 365 days (live account)

11.80%

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

11.70%

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Return, last 90 days (live account)

6.30%

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Return, year to date (live account)

3.60%

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Classification

Asset classes / instruments

equities

stocks

Composition (ETFs / Stocks / Mixed)

STOCKS

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Curated collections (Interactive Advisors)

Sector portfolios

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ESG / responsible flag

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Leaderboard views (Collective2)

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ira_account, popular

Smart beta flag

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Theme keywords (Interactive Advisors)

Healthcare

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Trading activity

Average leverage

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0.74

Average position time

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196,243

Maximum daily leverage

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1.41

Number of trades

—

336

Percent of trades profitable

—

57.23%

Profit factor

—

2.77

Win:loss ratio

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2.77

Risk metrics

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

0.86

—

Maximum drawdown since inception (Lighthorse, daily, hypothetical)

—

-31.83%

Maximum drawdown since inception (Lighthorse, daily, live)

-35.50%

—

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

—

-31.70%

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

-16.30%

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Maximum drawdown, last 365 days (live account)

-16.30%

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Maximum drawdown, strategy life (hypothetical model account)

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-34.80%

Sharpe ratio since inception (Lighthorse, daily, hypothetical)

—

1.02

Sharpe ratio since inception (Lighthorse, daily, live)

0.59

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

—

0.36

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

0.85

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Sharpe ratio, last 365 days (live account)

0.53

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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, last 365 days (Lighthorse, daily, live)

1.31

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Sortino ratio, last 365 days (live account)

0.92

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Sortino ratio, strategy life (hypothetical model account)

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1.49

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

-3.50%

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Volatility since inception (Lighthorse, daily, hypothetical)

—

37.31%

Volatility since inception (Lighthorse, daily, live)

18.02%

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

—

43.84%

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

15.07%

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Volatility, last 365 days (live account)

15.10%

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Risk score

Heart Attack Index (Collective2)

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Risk label (Interactive Advisors)

Aggressive

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Risk score 1-5 (Interactive Advisors)

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Cost & access

Management / advisory fee

0.75%

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Minimum investment

$500

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Subscription price per month

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$59

Suggested minimum capital

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$15k

Disclosure

Metrics calculated through

2026-10-09

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Construction

Rebalancing (methodology text)

Mirrors manager trades via co-trading; IA may make adjustment trades

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Identity

Strategy age

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862

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