Steady Compounder

Lower-drawdown steady compounding

● Live

Win Rate Target

Beat the S&P 500 over the full backtest

R:R Ratio

12.8% CAGR · +1.2% vs S&P · Sharpe 2.20

Hold Period

Weeks to months (monthly rebalance)

Trades / Day

Monthly rebalance

Summary

Prioritises a smooth equity curve: broad, quality-tilted exposure with the lowest drawdown of the five. Backtested 12.8% CAGR with the shallowest max drawdown (−17.3%) while still edging the S&P 500.

Why it works

Backtest: 12.8% CAGR, Sharpe 2.20, max drawdown −17.3% — less than half the index's −46%. For investors who value sleeping at night over chasing the top.

Rules

01 Broad, quality-tilted book — diversified across leaders
02 Volatility-aware sizing to keep drawdowns shallow
03 Monthly rebalance; long-only US equities + ETFs
04 Regime overlay trims exposure in bear markets

Best For

Risk-conscious investors who want the lowest possible drawdown.

Asset Classes

US equities, ETFs

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