Nine strategies, fifteen active portfolios, and a set of rules designed to make the experiment honest. Here's how every dollar is allocated, tracked, and measured.
Every evening after market close, the AI pulls real closing prices for every holding across all portfolios.
Each position is evaluated against its strategy's rules — stop losses, profit targets, rebalancing triggers, and income collection.
Based on strategy-specific criteria, the AI decides whether to hold, trim, add, or exit each position. All reasoning is documented before execution.
Every trade, dividend, and price change is recorded. The dashboard, scoreboard, and all analytics are republished with fresh numbers.
A nightly report summarizes what happened and why. Strategies that aren't working get flagged, and the AI documents what it would do differently.
No single stock exceeds 35% of its portfolio at entry. Concentration is allowed when conviction is high, but catastrophic loss from one name is capped by design.
max single position: 35%Each strategy defines its own entry signals — fundamental screens for value books, disclosure filings for Congress mirrors, sector momentum for climate plays. The AI documents the rationale before buying.
documented before every tradeShort-term books use trailing stops and profit targets. Long-term books rebalance quarterly. Income books reinvest distributions. Every exit has a rule — no gut calls.
rules-based, never discretionaryDividends, interest, and distributions are tracked separately. Income portfolios reinvest automatically. Growth portfolios hold income as cash unless redeployed.
tracked to the pennyEvery portfolio is measured against VOO (Vanguard S&P 500) over its own holding period. Alpha is the gap between portfolio return and what VOO did over the same days.
alpha = portfolio return − VOO returnWhen a short-term strategy completes its lifecycle or a thesis is fully invalidated, the portfolio is retired. Final value is frozen and counted toward the grand total forever.
3 portfolios retired to dateThis is a research experiment. The portfolios are fictional. No real money is at risk. Nothing here is a recommendation to buy, sell, or hold any security.
Every trade is made in real time with forward-looking logic. There's no hindsight optimization. The AI doesn't know what prices will do tomorrow.
Position sizes, entry prices, and timing are specific to this experiment's constraints. Copying these trades in a real account would be unwise and is explicitly discouraged.