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Conservative

ETF Blend 101-15

$199.00 /month

ETF Blend 101-15 is a conservative strategy, prioritizing risk mitigation and ease of management over returns.

At its core is a diversified portfolio of 14 ETFs; however, most of the time, this strategy maintains 7 or less positions concurrently. On average, this strategy can be expected to rebalance about 4 times a month. According to current correlations, when traded alongside ETF Blend 102-25, the total portfolio's risk-to-reward ratio may improve, providing even better risk adjusted returns.

Performance metrics shown are based on back test results of daily close prices from 30 Dec, 2013 to 15 Dec, 2025 with SPY as the benchmark. Back test results may not reflect actual trading performance, and past performance may not be indicative of future results. For informational purposes only. Should not be considered as financial advice.
  • Annualized return: 23.91% Benchmark: 13.47%
  • Max Drawdown: -10.09% Benchmark: -33.72%
  • Sharpe: 1.83 Benchmark: 0.82
  • Sortino: 2.80 Benchmark: 1.15
  • Calmar: 2.37 Benchmark: 0.40
  • 10-Year Historical Growth
    $10K invested in December 2015
    $85K
    today at 23.91% CAGR
View Detailed Performance Report →

At a Glance

Strategy Information

Strategy Name
ETF Blend 101-15
Analysis Period
12 years
Begin End
2013-12-27 2025-12-15

Performance Metrics

Period SPY Strategy
MTD -0.39% -0.31%
3M 3.83% 6.84%
6M 14.68% 15.73%
YTD 17.17% 32.42%
1Y 14.03% 30.35%
All-time (ann.) 13.47% 23.91%
View Detailed Performance Report →

Risk Metrics

Metric SPY Strategy
CAGR 13.47% 23.91%
Sharpe 0.82 1.83
Sortino 1.15 2.80
Calmar 0.40 2.37
Max DD -33.72% -10.09%
Longest DD 708 157
Performance Metrics Glossary →

Portfolio

Portfolio Composition (14)

BTAL DBC IAU PSQ QID QLD QQQ SCHD UUP VTI XLK XLP XLU XMLV
List of ticker symbols in this strategy's portfolio.

Most Frequent Holdings

Symbol Days Held Avg Allocation
VTI 2915 23.90%
IAU 2672 20.87%
SCHD 2798 10.96%
Ticker symbols held for the greatest number of days

Least Frequent Holdings

Symbol Days Held Avg Allocation
XLK 61 39.88%
PSQ 13 16.02%
XMLV 13 15.94%
Ticker symbols held for the fewest number of days

Execution Metrics

Strategy Holdings

14
Total Symbols
Metric Value
Minimum Held 4
Maximum Held 8
Average Held 6.39
80th Percentile 7

Rebalancing Days

464
Out of 4331 total days
11%
Percentage
Period Min Max Avg 80th %
Per Week 1 5 1.75 2
Per Month 1 13 4.25 7
Per Year 23 98 38.58 44

Portfolio Concentration

Top 3 Holdings
68%
average % of portfolio in top 3 holdings
Concurrent Holdings
7
80th percentile of positions held at the same time (avg: 6; max: 8)
These metrics measure how concentrated the strategy is. A higher top 3 concentration and lower concurrent holdings indicate a more focused rebalancing strategy with comparatively lesser management complexity.

Rebalancing by Day of Week

Graph shows number of rebalancing days by day of week

Correlations

Correlation Matrix

Correlation between strategies. Higher values (closer to 1) indicate stronger positive correlation.

ETF Blend 101-15

ETF Blend 101-15 is a conservative strategy, prioritizing risk mitigation and ease of management over returns.

At its core is a diversified portfolio of 14 ETFs; however, most of the time, this strategy maintains 7 or less positions concurrently. On average, this strategy can be expected to rebalance about 4 times a month. According to current correlations, when traded alongside ETF Blend 102-25, the total portfolio's risk-to-reward ratio may improve, providing even better risk adjusted returns.

$199.00 /month

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