AInvest · investment strategy
by AInvest
It is a short-duration fixed-income portfolio combining Treasury and corporate bonds to seek income with limited interest-rate sensitivity.
Description from AInvest
of the return and risk figures:calculated by us from AInvest’s daily returns (its own figures are under Backtest)
Our checks found a problem with this data
Read its figures with care.
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.
6 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.
· : 0.32 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.32 (90%: 0.19 to 0.52)
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.
1.8% of weight in (IVV: 3.0%)
6 funds (SEC N-PORT, as of 2026-05-31) · : SPY via IVV
No stated fossil-fuel rule; the exposure is shown for reference. : 93% · 2026-10-01
0.0% of weight in (SPY: 0%)
Neither stated nor held. : 100% · 2026-10-01
Strategies that share its Income / dividends label, from other sources first, strongest risk-adjusted return first.
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 short-duration fixed-income portfolio combining Treasury and corporate bonds to seek income with limited interest-rate sensitivity.
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) | monthly-income-dividend-cash-flow, short-term-savings | 2026-10-28 | |
| Section on AInvest's ETF portfolio page | Cash Alternative | 2026-10-28 | |
| Tags (AInvest) | defensive, income | 2026-10-28 |
| Rebalance frequency | monthly | 2026-10-28 |
| Minimum investment | $100 | 2026-10-28 |
| Data warnings (Light Horse consistency checks) | show[ "Holds 33% in stock funds, though it's described as a fixed-income portfolio." ] | 2026-10-28 |
| Equity region weights (AInvest) | Asia: 0.1% · Europe: 0.2% · Latin America: 0.0% · North America: 99.7% | 2026-10-28 | |
| Equity sector weights (AInvest) | Energy: 2.2% · Utilities: 1.2% · Healthcare: 23.4% · Technology: 22.7% · Industrials: 4.4% · Real Estate: 1.0% · Basic Materials: 0.9% · Consumer Cyclical: 5.8% · Consumer Defensive: 25.6% · Financial Services: 7.2% · Communication Services: 5.6% | 2026-10-28 |
| Best and worst calendar year (AInvest) | best: [object Object] · worst: [object Object] | 2026-10-28 | |
| Return, backtest period (annualized) (backtest) | 8.53% | 2026-10-28 | |
| Return, last 30 days (backtest) | 1.40% | 2026-10-26 | |
| Return, last 365 days (backtest) | 10.87% | 2026-10-26 | |
| Return, last 90 days (backtest) | -0.14% | 2026-10-26 | |
| Return, whole backtest (annualized) (backtest) | 9.04% | 2026-10-26 | |
| Return, whole backtest (cumulative) (backtest) | 96.76% | 2026-10-26 | |
| Return, year to date (backtest) | 10.29% | 2026-10-26 |
| Maximum drawdown period (AInvest) | peak: 2019-12 · months: 3 · trough: 2020-03 | 2026-10-28 | |
| Maximum drawdown, backtest period (backtest) | -37.56% | 2026-10-28 | |
| Maximum drawdown, whole backtest (backtest) | -45.05% | 2026-10-26 | |
| Sharpe ratio, backtest period (backtest) | 0.15 | 2026-10-28 | |
| Sharpe ratio, whole backtest (backtest) | 0.37 | 2026-10-26 | |
| Sortino ratio, whole backtest (backtest) | 0.53 | 2026-10-26 | |
| Volatility, whole backtest (backtest) | 23.40% | 2026-10-26 |
| Risk tolerance (AInvest) | moderate-conservative | 2026-10-28 | |
| Risk tolerance 1-5 (AInvest) | 2 | 2026-10-28 |
| AInvest cost score (0-100) | 53 | 2026-10-28 | |
| AInvest diversification score (0-100) | 62 | 2026-10-28 | |
| AInvest momentum score (0-100) | 76 | 2026-10-28 | |
| AInvest overall score (0-100) | 56 | 2026-10-28 | |
| AInvest return score (0-100) | 45 | 2026-10-28 | |
| AInvest risk score (0-100) | 54 | 2026-10-28 |
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