Side-by-side comparison

Compare investment strategies

40/60 Moderate Allocation Portfolio vs Weekly Momentum Allocator: ETFs, Blue Chips and Growth

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (Backtest, OOS). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

10.5%

—

7.4%

103.1%Best

17.6%

11.4%Best

0.34

6.66Best

-34.8%

-1.6%Best

Minimum investment

$100

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Each source uses its own scale

2(1-5 risk tolerance (AInvest))

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Holdings

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90%Best

40%

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.

40/60 Moderate Allocation PortfolioBacktestup 60.1%
S&P 500 ETFup 84.5%

No published history to chart: Weekly Momentum Allocator: ETFs, Blue Chips and Growth.

Every published figureShow 37 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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ballast (cash/dividends/gold/tips/energy), blue chips, growth/ai tilt, multi-asset rotation, recent-winner selection, weekly rebalance

Asset classes / instruments

equities, fixed income

equities

Investment purpose (AInvest)

retirement-planning, monthly-income-dividend-cash-flow

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Section on AInvest's ETF portfolio page

Popular

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Tags (AInvest)

defensive, income

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Scores

AInvest cost score (0-100)

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AInvest diversification score (0-100)

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AInvest momentum score (0-100)

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AInvest overall score (0-100)

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AInvest return score (0-100)

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AInvest risk score (0-100)

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Returns

Best and worst calendar year (AInvest)

best: [object Object] · worst: [object Object]

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Return, backtest period (annualized) (backtest)

7.52%

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Return, last 30 days (backtest)

-1.37%

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Return, last 365 days (backtest)

10.49%

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Return, last 90 days (backtest)

1.34%

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

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103.09%

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

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4.90%

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

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-4.41%

Return, whole backtest (annualized) (backtest)

7.42%

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Return, whole backtest (cumulative) (backtest)

75.03%

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Return, year to date (backtest)

9.27%

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Risk metrics

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

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64.30

Maximum drawdown period (AInvest)

peak: 2021-05 · months: 16 · trough: 2022-09

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Maximum drawdown, backtest period (backtest)

-31.71%

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

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-1.60%

Maximum drawdown, whole backtest (backtest)

-34.80%

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Sharpe ratio, backtest period (backtest)

0.16

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

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6.66

Sharpe ratio, whole backtest (backtest)

0.34

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Sortino ratio, whole backtest (backtest)

0.46

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

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11.42%

Volatility, whole backtest (backtest)

17.60%

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Cost & access

Minimum investment

$100

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Construction

Rebalance frequency

monthly

weekly

Risk score

Risk tolerance (AInvest)

moderate-conservative

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Risk tolerance 1-5 (AInvest)

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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