The BackestWizard Portfolio

I’ve recently noticed that lots of investing/trading sites include hypothetical portfolios for people to follow. Not wanting to be the odd one out, I’m going to do the same.

The BackTestWizard Portfolio is a long-term portfolio that aims to beat the risk adjusted returns of the S&P500 Total Return Index.

The portfolio will be rebalanced at the start of each month, with a target allocation of 60% equities and 40% bonds or alternatives.

However, because I am using a market-timing filter there will be periods whereby the portfolio is largely in cash. Any available cash will be invested in the short-term treasury bond etf “SHY”.

The hypothetical starting balance of the portfolio is $100,000.

I’ll keep tabs on the portfolio each month and whenever I rebalance the portfolio I will highlight all new trades and positions.

The Starting Portfolio looks like this….



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