AInvest · investment strategy
by AInvest
It is a diversified all-weather portfolio combining stocks, long-term bonds, gold, and cash to balance exposure across different economic environments.
Description from AInvest
of the return and risk figures:calculated by us from AInvest’s daily returns (its own figures are under Backtest)
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.
No rules extracted from this strategy’s text yet.
9 positions as of 2026-10-01
by the source.
Fitted to 252 returns (backtest) from 2025-10-24 to 2026-10-26. An estimate, not holdings: it can't name stocks.
· : 0.19 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.25 (90%: 0.18 to 0.33)
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.
1.5% of weight in (IVV: 3.0%)
9 funds (SEC N-PORT, as of 2026-05-31)
No stated fossil-fuel rule; the exposure is shown for reference. : 89% · 2026-10-01
0.0% of weight in (SPY: 0%)
Neither stated nor held. : 88% · 2026-10-01
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.
2 missing
The text the rules are quoted from, with where it came from.
It is a diversified all-weather portfolio combining stocks, long-term bonds, gold, and cash to balance exposure across different economic environments.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equities, fixed income | 2026-10-28 | |
| Investment purpose (AInvest) | inflation-hedging, long-term-wealth-accumulation | 2026-10-28 | |
| Section on AInvest's ETF portfolio page | Popular | 2026-10-28 | |
| Tags (AInvest) | defensive, core | 2026-10-28 |
| Rebalance frequency | monthly | 2026-10-28 |
| Minimum investment | $100 | 2026-10-28 |
| Equity region weights (AInvest) | Asia: 5.4% · Europe: 10.9% · Australasia: 1.3% · Latin America: 0.0% · North America: 82.0% · Africa/Middle East: 0.3% | 2026-10-28 | |
| Equity sector weights (AInvest) | Energy: 3.4% · Utilities: 17.2% · Healthcare: 7.6% · Technology: 25.0% · Industrials: 8.0% · Real Estate: 1.5% · Basic Materials: 2.5% · Consumer Cyclical: 7.1% · Consumer Defensive: 9.0% · Financial Services: 12.1% · Communication Services: 6.5% | 2026-10-28 |
| Best and worst calendar year (AInvest) | best: [object Object] · worst: [object Object] | 2026-10-28 | |
| Return, backtest period (annualized) (backtest) | 6.79% | 2026-10-28 | |
| Return, last 30 days (backtest) | 1.14% | 2026-10-26 | |
| Return, last 365 days (backtest) | 4.51% | 2026-10-26 | |
| Return, last 90 days (backtest) | 0.31% | 2026-10-26 | |
| Return, whole backtest (annualized) (backtest) | 7.26% | 2026-10-26 | |
| Return, whole backtest (cumulative) (backtest) | 72.91% | 2026-10-26 | |
| Return, year to date (backtest) | 4.54% | 2026-10-26 |
| Maximum drawdown period (AInvest) | peak: 2021-12 · months: 9 · trough: 2022-09 | 2026-10-28 | |
| Maximum drawdown, backtest period (backtest) | -21.25% | 2026-10-28 | |
| Maximum drawdown, whole backtest (backtest) | -23.58% | 2026-10-26 | |
| Sharpe ratio, backtest period (backtest) | 0.16 | 2026-10-28 | |
| Sharpe ratio, whole backtest (backtest) | 0.44 | 2026-10-26 | |
| Sortino ratio, whole backtest (backtest) | 0.60 | 2026-10-26 | |
| Volatility, whole backtest (backtest) | 11.19% | 2026-10-26 |
| Risk tolerance (AInvest) | moderate | 2026-10-28 | |
| Risk tolerance 1-5 (AInvest) | 3 | 2026-10-28 |
| AInvest cost score (0-100) | 99 | 2026-10-28 | |
| AInvest diversification score (0-100) | 93 | 2026-10-28 | |
| AInvest momentum score (0-100) | 91 | 2026-10-28 | |
| AInvest overall score (0-100) | 70 | 2026-10-28 | |
| AInvest return score (0-100) | 37 | 2026-10-28 | |
| AInvest risk score (0-100) | 90 | 2026-10-28 |
Composer Technologies · Composer
Composer Technologies · Composer