TRACK RECORD
How it was positioned, month by month.
Every month since July 2016: how Balanced Core performed against the S&P 500 and a 60/40 portfolio, and how much it held in growth stocks, real assets and T-bills. Months before August 27, 2026 are backtest (hypothetical); months after are forward test.
Growth stocks: the Leaders stocks and QQQ. Real assets & defensive: gold, energy and consumer staples funds. T-bills & cash: short-term Treasury bills and uninvested cash.
STRESS TESTS
What it did when markets broke.
Each window runs from the S&P 500's peak to its low. Balanced Core shifted out of growth stocks as each selloff deepened.
MONTH BY MONTH
Monthly returns are for the whole portfolio, month end to month end, before your own trading costs and taxes. Posture shows the share in growth stocks; hover the bar for the full split.
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