Balanced themes
A steady rule to compare the other strategies against.
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Models begin in virtual cash. Orders wait for eligible market prices.
Strategy rules & execution · Version 1
One core company in each of ten fixed themes, 10% per distinct company. Unavailable or overlapping slots remain cash.
Themes can move together. Up to ten positions, each with a 10% target at rebalance. Unfilled slots stay in cash; weights may drift between reviews.
Decisions are recorded once per regular session from 10:00 AM New York time. Simulated orders wait for a later provider observation and expire when that session ends. Copy portfolios follow the published target weights at their own observed prices.
How to read these results
These are forward-running virtual portfolios, starting with actual recorded decisions. No historical backtest is presented as earned returns. AI supplies source-grounded research; disclosed rules determine selection and sizing. A price explanation is not a prediction.
Each simulated buy pays 0.10% above its observed price; each sell receives 0.10% less. No additional commission is modelled. Results exclude dividends, interest, taxes and market impact. SPY is a price-return comparison starting after the account opens, with the same entry slippage. Corporate-action pricing discontinuities may suspend valuation for review.
Daily, weekly, monthly and yearly figures use 1, 7, 30 and 365 calendar days of recorded history; unavailable periods show a dash. Maximum drawdown uses recorded observations, not every market tick. Charts show daily recorded values; all times use your device timezone. Prices may be delayed. Virtual results do not establish future or real-money performance.
Pausing copying cancels pending rebalances. It does not sell existing holdings; their value continues to change.