Form ADV brochure · investment strategy
by Autopilot Advisers · via Form ADV brochure
One T&L Fee covers every Portfolio from the same Pilot. It includes access to live programming and in-person events, which may include advisory services.
Description from Form ADV brochure
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
This strategy doesn’t publish a performance history we can chart.
Each rule is quoted word for word from the strategy's own documents.
“Initial Allocation consistent with the Portfolio, then follows changes”
No published holdings for this strategy.
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Copy trading label, from other sources first, strongest risk-adjusted return first.
Quantbase · Surmount
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
8 missing
The text the rules are quoted from, with where it came from.
Initial Allocation consistent with the Portfolio, then follows changes
T&L Fee $29.99-$199.99/quarter or $99.99-$699.99/year per Pilot; AUM Fee 0.00% (planned 0.25%-1.00%)
One T&L Fee covers every Portfolio from the same Pilot. It includes access to live programming and in-person events, which may include advisory services.
Every value on file, each labelled with its calculation basis and as-of date.
| Rebalancing (methodology text) | "AutoTrade": broker notified to rebalance as soon as Portfolio changes are detected (if supported by the broker; client can disable) |
| Minimum investment | $500 |
