Side-by-side comparison

Compare investment strategies

Sustainable Aggressive Allocation (Taxable) vs 50/50 Hedged Rotation and TQQQ Dip-Buy

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.

19.4%

86.4%Best

8.8%Best

3.6%

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0.2%

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18.06

—

-0.0%

Fee

0.25%

—

Minimum investment

$50

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Each source uses its own scale

5(1-5 risk profile (SoFi))

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Inception

2024-12-01

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Holdings

—

73%Best

40%

Every published figureShow 28 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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leveraged etfs, macro regime, mean-reversion, sector rotation, tactical allocation, trend-following, volatility hedging

Asset classes / instruments

equity, fixed income

equities

ESG / responsible flag

Yes

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Holdings

Asset-class allocation

cash: 1.0% · stocks: 99.0%

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Equity allocation

99.00%

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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

19.72%

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Benchmark return, since inception (annualized)

10.66%

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Benchmark return, year to date

-3.52%

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Risk metrics

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

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331.36

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

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-0.01%

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

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18.06

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

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0.20%

Cost & access

Management / advisory fee

0.25%

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Minimum investment

$50

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Construction

Rebalance corridor width

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9.00%

Rebalance frequency

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none

Rebalancing (methodology text)

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

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Returns

Return, 1 year (client composite)

19.45%

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

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3.62%

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

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2.81%

Return, since inception (annualized) (client composite)

8.81%

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

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0.34%

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

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86.44%

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

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0.95%

Return, year to date (client composite)

-3.60%

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Risk score

Risk profile (SoFi)

Aggressive

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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