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Steady Compounder

Lower-drawdown steady compounding

● Live
Win Rate Target
Beat the S&P 500 in 50% of rolling 12-month windows (backtest)
R:R Ratio
11.5% CAGR · -0.1% vs S&P · Sharpe 0.96
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 11.5% CAGR with max drawdown -20.3% while still targeting the S&P 500. Backtested on today's large-cap universe (survivorship-biased — treat as an upper bound); execution modelled at next-available prices with costs; not a guarantee of future results.

Why it works

Backtest: 11.5% CAGR, Sharpe 0.96, max drawdown -20.3% (vs -51.9% for the index). For investors who value sleeping at night over chasing the top. Backtested on today's large-cap universe (survivorship-biased — treat as an upper bound); execution modelled at next-available prices with costs; not a guarantee of future results.

Rules

Best For

Risk-conscious investors who want the lowest possible drawdown.

Asset Classes

US equities, ETFs

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