AInvest · investment strategy
by AInvest
It is an IRA portfolio focused on financially strong companies with sustainable dividends and long-term income growth potential.
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.
8 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.
· : 0.29 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.41 (90%: 0.29 to 0.56)
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.
2.2% of weight in (IVV: 3.0%)
8 funds (SEC N-PORT, as of 2026-05-31)
No stated fossil-fuel rule; the exposure is shown for reference. : 94% · 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.
1 missing
The text the rules are quoted from, with where it came from.
It is an IRA portfolio focused on financially strong companies with sustainable dividends and long-term income growth potential.
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) | retirement-planning, monthly-income-dividend-cash-flow | 2026-10-28 | |
| Section on AInvest's ETF portfolio page | IRA & Roth IRA | 2026-10-28 | |
| Tags (AInvest) | balanced, tax aware | 2026-10-28 |
| Rebalance frequency | monthly | 2026-10-28 |
| Minimum investment | $100 | 2026-10-28 |
| Equity region weights (AInvest) | Asia: 0.0% · Europe: 0.3% · Australasia: 0.0% · Latin America: 0.1% · North America: 99.6% | 2026-10-28 | |
| Equity sector weights (AInvest) | Energy: 2.5% · Utilities: 13.8% · Healthcare: 26.6% · Technology: 15.2% · Industrials: 4.5% · Real Estate: 1.3% · Basic Materials: 1.2% · Consumer Cyclical: 5.1% · Consumer Defensive: 19.1% · Financial Services: 7.5% · Communication Services: 3.2% | 2026-10-28 |
| Best and worst calendar year (AInvest) | best: [object Object] · worst: [object Object] | 2026-10-28 | |
| Return, backtest period (annualized) (backtest) | 14.42% | 2026-10-28 | |
| Return, last 30 days (backtest) | 2.40% | 2026-10-26 | |
| Return, last 365 days (backtest) | 9.33% | 2026-10-26 | |
| Return, last 90 days (backtest) | 0.11% | 2026-10-26 | |
| Return, whole backtest (annualized) (backtest) | 14.97% | 2026-10-26 | |
| Return, whole backtest (cumulative) (backtest) | 197.60% | 2026-10-26 | |
| Return, year to date (backtest) | 9.44% | 2026-10-26 |
| Maximum drawdown period (AInvest) | peak: 2021-12 · months: 9 · trough: 2022-09 | 2026-10-28 | |
| Maximum drawdown, backtest period (backtest) | -25.00% | 2026-10-28 | |
| Maximum drawdown, whole backtest (backtest) | -32.78% | 2026-10-26 | |
| Sharpe ratio, backtest period (backtest) | 0.57 | 2026-10-28 | |
| Sharpe ratio, whole backtest (backtest) | 0.71 | 2026-10-26 | |
| Sortino ratio, whole backtest (backtest) | 0.98 | 2026-10-26 | |
| Volatility, whole backtest (backtest) | 18.18% | 2026-10-26 |
| Risk tolerance (AInvest) | moderate | 2026-10-28 | |
| Risk tolerance 1-5 (AInvest) | 3 | 2026-10-28 |
| AInvest cost score (0-100) | 90 | 2026-10-28 | |
| AInvest diversification score (0-100) | 59 | 2026-10-28 | |
| AInvest momentum score (0-100) | 65 | 2026-10-28 | |
| AInvest overall score (0-100) | 71 | 2026-10-28 | |
| AInvest return score (0-100) | 69 | 2026-10-28 | |
| AInvest risk score (0-100) | 76 | 2026-10-28 |
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