Side-by-side comparison

Compare investment strategies

Global Growth Leaders vs 3x Semis Dip-Buy with South Korea and Gold Rotation

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.

17.1%

—

17.1%

131.4%Best

21.2%Best

28.1%

0.72

3.25Best

-32.6%

-6.3%Best

Minimum investment

$100

—

Each source uses its own scale

4(1-5 risk tolerance (AInvest))

—

Holdings

—

80%Best

40%

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)

—

commodities signal, daily rebalanced, etf rotation, gold, high risk, leveraged etfs, momentum and mean‑reversion, volatility hedge

Asset classes / instruments

equities, fixed income

equities

Investment purpose (AInvest)

long-term-wealth-accumulation

—

Section on AInvest's ETF portfolio page

Popular

—

Tags (AInvest)

balanced, global

—

Scores

AInvest cost score (0-100)

—

AInvest diversification score (0-100)

—

AInvest momentum score (0-100)

—

AInvest overall score (0-100)

—

AInvest return score (0-100)

—

AInvest risk score (0-100)

—

Returns

Best and worst calendar year (AInvest)

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

—

Return, backtest period (annualized) (backtest)

16.61%

—

Return, last 30 days (backtest)

1.07%

—

Return, last 365 days (backtest)

17.12%

—

Return, last 90 days (backtest)

-0.07%

—

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

—

131.39%

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

—

9.04%

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

—

9.11%

Return, whole backtest (annualized) (backtest)

17.08%

—

Return, whole backtest (cumulative) (backtest)

243.04%

—

Return, year to date (backtest)

18.94%

—

Risk metrics

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

—

20.88

Maximum drawdown period (AInvest)

peak: 2021-10 · months: 11 · trough: 2022-09

—

Maximum drawdown, backtest period (backtest)

-25.43%

—

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

—

-6.29%

Maximum drawdown, whole backtest (backtest)

-32.61%

—

Sharpe ratio, backtest period (backtest)

0.65

—

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

—

3.25

Sharpe ratio, whole backtest (backtest)

0.72

—

Sortino ratio, whole backtest (backtest)

1.00

—

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

—

28.06%

Volatility, whole backtest (backtest)

21.16%

—

Cost & access

Minimum investment

$100

—

Construction

Rebalance frequency

monthly

daily

Risk score

Risk tolerance (AInvest)

moderate-aggressive

—

Risk tolerance 1-5 (AInvest)

—

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