Summary
Start Balance
2025-09-13
$100,000.00
Current Balance
2026-01-23
$108,948.16
Total Return
2026-01-23
8.79%
S&P 500 Return
2026-01-23
5.19%
Current Weights
VTI
VXUS
BND
VNQ
IAU
Returns
Strategy
S&P 500
Signal History
| index | gdp | fed | unrate | vix | adm | sbcorr |
|---|---|---|---|---|---|---|
| 2025-09-04 | 1.0 | 0.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| 2025-09-05 | 1.0 | 0.0 | 1.0 | 0.0 | 1.0 | 1.0 |
| 2025-09-08 | 1.0 | 0.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| 2025-09-17 | 1.0 | 0.0 | 1.0 | 0.0 | 1.0 | 1.0 |
| 2025-09-19 | 1.0 | 0.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| 2025-10-01 | 1.0 | 0.0 | 0.0 | 1.0 | 1.0 | 1.0 |
| 2025-10-30 | 1.0 | 0.0 | 0.0 | 0.0 | 1.0 | 1.0 |
| 2025-11-13 | 1.0 | 0.0 | 0.0 | 1.0 | 1.0 | 1.0 |
| 2025-12-04 | 1.0 | 0.0 | 0.0 | 0.0 | 1.0 | 1.0 |
| 2026-01-14 | 1.0 | 0.0 | 0.0 | 1.0 | 1.0 | 1.0 |
Target Weights History
| index | VTI | VXUS | BND | VNQ | IAU |
|---|---|---|---|---|---|
| 2025-09-04 | 88.47 | 11.06 | 0.03 | 0.11 | 0.33 |
| 2025-09-05 | 60.45 | 7.56 | 1.76 | 7.56 | 22.67 |
| 2025-09-08 | 88.47 | 11.06 | 0.03 | 0.11 | 0.33 |
| 2025-09-17 | 60.45 | 7.56 | 1.76 | 7.56 | 22.67 |
| 2025-09-19 | 88.47 | 11.06 | 0.03 | 0.11 | 0.33 |
| 2025-10-01 | 88.74 | 11.09 | 0.01 | 0.11 | 0.06 |
| 2025-10-30 | 75.77 | 9.47 | 0.55 | 9.47 | 4.74 |
| 2025-11-13 | 88.74 | 11.09 | 0.01 | 0.11 | 0.06 |
| 2025-12-04 | 75.77 | 9.47 | 0.55 | 9.47 | 4.74 |
| 2026-01-14 | 88.74 | 11.09 | 0.01 | 0.11 | 0.06 |