AInvest · investment strategy
by AInvest
It is a short-term U.S. Treasury portfolio designed for cash management, capital preservation, and staggered maturity exposure.
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.
9 positions as of 2026-10-27
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: 0.87 (90%: 0.67 to 1.13)
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.
2.5% of weight in (IVV: 3.0%)
9 funds (SEC N-PORT, as of 2026-05-31) · : SPY via IVV
No stated fossil-fuel rule; the exposure is shown for reference. : 89% · 2026-10-27
0.0% of weight in (SPY: 0%)
Neither stated nor held. : 90% · 2026-10-27
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 short-term U.S. Treasury portfolio designed for cash management, capital preservation, and staggered maturity exposure.
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) | 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 56% in stock funds, though it's described as a Treasury portfolio." ] | 2026-10-28 |
| Equity region weights (AInvest) | Asia: 11.3% · Europe: 7.2% · Australasia: 1.8% · Latin America: 1.5% · North America: 78.3% | 2026-10-28 | |
| Equity sector weights (AInvest) | Energy: 4.4% · Utilities: 7.6% · Healthcare: 22.2% · Technology: 13.6% · Industrials: 17.6% · Real Estate: 0.4% · Basic Materials: 0.3% · Consumer Cyclical: 3.2% · Consumer Defensive: 14.9% · Financial Services: 13.2% · Communication Services: 2.5% | 2026-10-28 |
| Best and worst calendar year (AInvest) | best: [object Object] · worst: [object Object] | 2026-10-28 | |
| Return, backtest period (annualized) (backtest) | 17.29% | 2026-10-28 | |
| Return, last 30 days (backtest) | 1.09% | 2026-10-26 | |
| Return, last 365 days (backtest) | 10.33% | 2026-10-26 | |
| Return, last 90 days (backtest) | 3.02% | 2026-10-26 | |
| Return, whole backtest (annualized) (backtest) | 17.58% | 2026-10-26 | |
| Return, whole backtest (cumulative) (backtest) | 254.68% | 2026-10-26 | |
| Return, year to date (backtest) | 14.67% | 2026-10-26 |
| Maximum drawdown period (AInvest) | peak: 2021-10 · months: 11 · trough: 2022-09 | 2026-10-28 | |
| Maximum drawdown, backtest period (backtest) | -41.21% | 2026-10-28 | |
| Maximum drawdown, whole backtest (backtest) | -49.42% | 2026-10-26 | |
| Sharpe ratio, backtest period (backtest) | 0.48 | 2026-10-28 | |
| Sharpe ratio, whole backtest (backtest) | 0.63 | 2026-10-26 | |
| Sortino ratio, whole backtest (backtest) | 0.90 | 2026-10-26 | |
| Volatility, whole backtest (backtest) | 27.06% | 2026-10-26 |
| Risk tolerance (AInvest) | conservative | 2026-10-28 | |
| Risk tolerance 1-5 (AInvest) | 1 | 2026-10-28 |
| AInvest cost score (0-100) | 20 | 2026-10-28 | |
| AInvest diversification score (0-100) | 41 | 2026-10-28 | |
| AInvest momentum score (0-100) | 44 | 2026-10-28 | |
| AInvest overall score (0-100) | 56 | 2026-10-28 | |
| AInvest return score (0-100) | 78 | 2026-10-28 | |
| AInvest risk score (0-100) | 51 | 2026-10-28 |
Composer Technologies · Composer
Composer Technologies · Composer