Interactive Advisors · investment strategy
by Interactive Advisors
Meaningful investment starts with Purposeful processes, Mindful decisions, Insightful perspectives, and Thoughtful alignment. This creates the foundation for Successful investing. We seek to outperform the S&P 500 index over the long term (5 years, 10 years and more) by investing aggressively in S&P index funds and Nasdaq index funds in bull markets and by avoiding large losses during bear markets. This strategy is actively managed but generally goes between ETFs once conditions have been met. This ETF timing strategy may hold up to five different ETF's at any given time. This portfolio aligns with clients looking for suitable retirement-style investing in the broad US ETF market.
Description from Interactive Advisors
of the return and risk figures:as the source publishes them
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.
Each rule is quoted word for word from the strategy's own documents.
“we shift all of our investments to low-risk income investments like Money Market funds and short-term debt instruments”
“may hold up to five different”
“Price trends in the US Large Cap equity markets”
“Volatility as measured by the VIX index”
“Proprietary price momentum statistics”
“Equity securities (exchange-listed, certain OTC, ADRs) and ETFs”
“investing aggressively in S&P index funds and Nasdaq index funds in bull markets”
No published holdings for this strategy.
Fitted to 252 returns (live) from 2025-10-30 to 2026-10-16. An estimate, not holdings: it can't name stocks.
· : 0.79 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.82 (90%: 0.72 to 0.99)
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 Capital preservation label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
Composer Technologies · Composer
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.
4 missing
The text the rules are quoted from, with where it came from.
0.25%-0.75% annual; IA retains 0.25%, remainder paid to the Portfolio Manager; fee negotiated between IA and the manager
Equity securities (exchange-listed, certain OTC, ADRs) and ETFs; Portfolio Managers cannot use leverage/margin
To be selected, managers are screened (e.g. AUM, own money in the strategy), fill in a questionnaire on portfolio construction, risk control and strategy guidelines, share historical trade data, and pass a live test period during which clients cannot invest. Managers license their trade data and have no discretion over client accounts. IA receives no compensation from managers and does not pay them for referrals.
Risk score 1-5 assigned by IA; reevaluated at least annually
Not available (TLH only for the Asset Allocation Portfolio)
Meaningful investment starts with Purposeful processes, Mindful decisions, Insightful perspectives, and Thoughtful alignment. This creates the foundation for Successful investing. We seek to outperform the S&P 500 index over the long term (5 years, 10 years and more) by investing aggressively in S&P index funds and Nasdaq index funds in bull markets and by avoiding large losses during bear markets. This strategy is actively managed but generally goes between ETFs once conditions have been met. This ETF timing strategy may hold up to five different ETF's at any given time. This portfolio aligns with clients looking for suitable retirement-style investing in the broad US ETF market.
We seek to outperform the S&P 500 index over the long term (5 years, 10 years and more) by investing aggressively in S&P index funds and Nasdaq index funds in bull markets and by avoiding large losses during bear markets. We believe that the traditional asset allocation strategy using a mix of bonds and stocks provides neither reasonable growth nor protection against losses. We believe that creative usage of price trends provide the only reliable insights regarding market health and direction. Get invested STEP 1 Fill out the application It's easy and only takes a few minutes. STEP 2 Explore our portfolios Or choose one based on your preferences STEP 3 Make your 1 st investment Our technology ensures it is suited for you Sign up today! Disclosures Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings. This portfolio was launched on Interactive Advisors on September 22, 2025, when clients were able to start investing in it. All performance information on this page is actual performance of the Portfolio Manager’s account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ . All Portfolio Manager information including personal data, profiles, and strategies has been provided by the Portfolio Manager. Interactive Advisors makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Interactive Advisors. All performance information on this page is based on the performance of the Portfolio Manager’s account, using the manager’s own funds. Performance of the Portfolio Manager's account is calculated by Interactive Advisors on a daily time-weighted basis, including cash, dividends and earnings distributions and reflects the deduction of broker commissions (when commissions were charged). Manager returns include trades and positions that fail Interactive Advisors' trading rules, as a result, actual client returns will differ. Interactive Advisors’ advisory fees are simulated and applied retroactively to present the portfolio return “net-of-fees”. In addition to Interactive Advisors’ management fees, clients will also be charged management fees and other expenses (custodian fees, brokerage commissions, and legal and accounting fees) by ETF issuers if the portfolio contains ETFs.
Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value.
All investment allocation decisions are quantitative and based on our proprietary risk model. Our risk and probability system indicates which market cycle we are in at any given time and automatically deploys the appropriate asset allocation strategy. In the Steady Growth cycle (49% of the time), we are fully (100%) invested in US large cap index funds. In the Volatile Growth Cycle, we attempt to be aggressively invested in US large cap index funds but market movements can lead to lower equity exposure periodically. As soon as our risk model indicates a strong possibility of a Bear Market decline, we shift all of our investments to low-risk income investments like Money Market funds and short-term debt instruments.
Our investing system is 100% data-driven and does not rely on any economic predictions or forecasts. We use a risk and probability based system to determine our asset allocations at all times. We utilize the following data in our system: • Price trends in the US Large Cap equity markets • Proprietary price momentum statistics • Volatility as measured by the VIX index • Equity valuation levels • Short-term economic conditions and risks
All buy and sell decisions are driven by the proprietary algorithms in our computer model.
Every value on file, each labelled with its calculation basis and as-of date.
| Composition (ETFs / Stocks / Mixed) | MIXED | 2026-10-09 | |
| ESG / responsible flag | No | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Growth oriented, Safety, Ideal for tax deferred accounts | 2026-10-09 |
| Rebalancing (methodology text) | Mirrors manager trades via co-trading; IA may make adjustment trades |
| Management / advisory fee | 0.75% | 2026-10-09 | |
| Minimum investment | $5,000 | 2026-10-09 |
| Metrics calculated through | 2026-10-09 | 2026-10-09 |
| Program in the firm's Form ADV brochure | url: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024287 · name: Interactive Advisors Third-Party Manager Co-Trading · covers: 20 · source_key: interactive_advisors|0 · original_name: Manager Portfolios |
| Benchmark (methodology text) | We seek to outperform the S&P 500 index over the long term (5 years, 10 years and more) by investing aggressively in S&P index funds and Nasdaq index funds in bull markets and by avoiding large losses during bear markets. | 2026-10-09 |
| Annualized return since inception (Lighthorse, daily, live) | 7.96% | 2026-10-16 | |
| Return since inception (annualized) (live account) | 9.90% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 10.40% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | -7.03% | 2026-10-16 | |
| Return, last 30 days (live account) | 4.00% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 8.50% | 2026-10-16 | |
| Return, last 365 days (live account) | 10.40% | 2026-10-09 | |
| Return, last 90 days (live account) | 5.10% | 2026-10-09 | |
| Return, year to date (live account) | 9.60% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.80 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -7.02% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -7.02% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -7.00% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.39 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 0.43 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 0.54 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 0.61 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 0.78 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -2.60% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 10.87% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 11.24% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 11.40% | 2026-10-09 |
| Risk label (Interactive Advisors) | Growth plus | 2026-10-09 | |
| Risk score 1-5 (Interactive Advisors) | 3 | 2026-10-09 | |
| Risk score description | Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value. | 2026-10-09 |
Composer Technologies · Composer
Composer Technologies · Composer
