Classic 60/40
The benchmark standard balanced portfolio. Combines 60% global equities with 40% aggregate bonds to provide diversified exposure and a favorable balance between risk and long-term capital growth.
MODEL PORTFOLIO PERFORMANCE HISTORY
2026-06-19
Executive Summary
The Classic 60/40 model portfolio provides research-grade live exposure tracking and performance analysis. It achieved an inception-to-date Compound Annual Growth Rate (CAGR) of 7.64% with a Maximum Drawdown of -11.06%. Focusing on the most recent 5-year window, the portfolio maintained a CAGR of 7.28%. The model aggregates 108 completed trades with a Sharpe Ratio of 1.04.
Active Portfolio Composition
| Ticker | Description & Strategy | Style | Max Weight | Live Exposure | Last Action |
|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF Trust Excess Return MMA | Investing | 60% | 60% | Invested: Buy 2026-05-14 |
| AGG | iShares Core U.S. Aggregate Bond ETF Excess Return MMA | Investing | 40% | 26.7% | Partial (66%): Sell 2026-06-11 |
| └─ BIL | SPDR Bloomberg 1-3 Month T-bill ETF (Cash Sleeve) | — | — | 13.3% | Sleeve allocation |
Portfolio Performance Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 13.59% | 17.55% | 7.28% | 8.56% | 9.67% | 10.15% | 7.64% | 8.39% |
| Sharpe Ratio | 1.71 | 2.01 | 0.98 | 0.75 | 1.20 | 0.86 | 1.04 | 0.71 |
| Max Drawdown | -5.78% | -5.86% | -11.06% | -20.54% | -11.06% | -21.72% | -11.06% | -34.70% |
| % Time Invested | 100.0% | 100.0% | 93.8% | 100.0% | 96.1% | 100.0% | 98.0% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 3.8 | 0.0 | 4.0 | 0.0 | 3.7 | 0.0 |
Cumulative Growth Performance
Asset Correlation & Trend Shifts
Analyze how different assets move together and how active strategy trends affect their relationship. Lookback Period:
Portfolio Type / Trend Phase:
Trend Insights
Currently showing the baseline correlation structure of the raw ETFs over the entire simulation period.
Asset Correlation Matrix
-1.0 (Inverse) 0.0 (Neutral) +1.0 (Positive)
Top 5 Diversifier Suggestions
Suggested assets with the lowest correlation to your active portfolio over the selected window:
Alternatives Return vs. Correlation Space
Unified Portfolio Activity Log
Aggregated trade execution history across all portfolio members with portfolio-level weight allocation.
Completed trades reflect standard market cycles. An Open / Mark-to-Market exit denotes a position currently held active, valued at the latest price. Interest entries record cash yields accrued during out-of-market periods.
| Entry Date | Exit Date | Ticker | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|---|
| 2026-06-01 | Open | AGG (iShares Core U.S. Aggregate Bond ETF) | Open | 13.33% | $98.44 | $98.61 | 0.17% | Mark-to-Market |
| 2026-05-14 | Open | SPY (SPDR S&P 500 ETF Trust) | Open | 20% | $741.74 | $746.74 | 0.67% | Mark-to-Market |
| 2025-11-06 | Open | AGG (iShares Core U.S. Aggregate Bond ETF) | Open | 13.33% | $97.90 | $98.61 | 0.73% | Mark-to-Market |
| 2025-09-10 | Open | SPY (SPDR S&P 500 ETF Trust) | Open | 20% | $646.46 | $746.74 | 15.51% | Mark-to-Market |
| 2025-04-30 | Open | SPY (SPDR S&P 500 ETF Trust) | Open | 20% | $539.97 | $746.74 | 38.29% | Mark-to-Market |
| 2026-06-11 | Open | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.09% | Mark-to-Market |
| 2025-09-08 | 2026-06-11 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $97.41 | $98.39 | 0.96% | Signal |
| 2026-03-12 | 2026-06-01 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.01 | 0.80% | Interest Income |
| 2026-04-07 | 2026-05-14 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2025-05-01 | 2026-04-07 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $552.60 | $654.96 | 18.47% | Signal |
| 2025-08-25 | 2026-03-12 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $96.01 | $98.50 | 2.55% | Signal |
| 2025-10-15 | 2025-11-06 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2024-08-05 | 2025-10-15 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $93.88 | $98.20 | 4.55% | Signal |
| 2025-07-17 | 2025-09-10 | CASH (CASH) | Interest | 20% | $1.00 | $1.01 | 0.64% | Interest Income |
| 2025-03-17 | 2025-09-08 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.02 | 2.05% | Interest Income |
| 2025-08-01 | 2025-08-25 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-29 | 2025-08-01 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $94.33 | $95.68 | 1.38% | Signal |
| 2025-04-30 | 2025-07-17 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $539.97 | $617.56 | 14.31% | Signal |
| 2025-03-28 | 2025-05-01 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2025-04-07 | 2025-04-30 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-07 | 2025-04-30 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-12-20 | 2025-04-29 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.01 | 1.46% | Interest Income |
| 2023-11-08 | 2025-04-07 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $423.02 | $482.40 | 13.98% | Stop |
| 2023-04-19 | 2025-04-07 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $395.66 | $482.40 | 21.86% | Stop |
| 2024-01-04 | 2025-03-28 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $454.59 | $557.68 | 22.62% | Signal |
| 2024-04-19 | 2025-03-17 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $87.86 | $93.76 | 6.66% | Signal |
| 2024-08-05 | 2024-12-20 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $93.88 | $91.80 | -2.27% | Signal |
| 2024-05-08 | 2024-08-05 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.01 | 1.27% | Interest Income |
| 2021-12-31 | 2024-08-05 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.11 | 10.83% | Interest Income |
| 2024-01-22 | 2024-05-08 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $89.57 | $88.80 | -0.92% | Signal |
| 2022-02-15 | 2024-04-19 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.09 | 9.11% | Interest Income |
| 2023-05-18 | 2024-01-22 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.04 | 3.66% | Interest Income |
| 2023-11-03 | 2024-01-04 | CASH (CASH) | Interest | 20% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2022-11-18 | 2023-11-08 | CASH (CASH) | Interest | 20% | $1.00 | $1.05 | 4.95% | Interest Income |
| 2023-01-27 | 2023-11-03 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $385.97 | $418.76 | 8.44% | Signal |
| 2023-02-13 | 2023-05-18 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $87.17 | $87.82 | 0.70% | Signal |
| 2022-05-10 | 2023-04-19 | CASH (CASH) | Interest | 20% | $1.00 | $1.03 | 3.32% | Interest Income |
| 2021-11-30 | 2023-02-13 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.03 | 2.61% | Interest Income |
| 2022-02-25 | 2023-01-27 | CASH (CASH) | Interest | 20% | $1.00 | $1.02 | 2.36% | Interest Income |
| 2022-10-25 | 2022-11-18 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $360.54 | $378.57 | 4.95% | Signal |
| 2022-10-03 | 2022-10-25 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2022-06-02 | 2022-10-03 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $386.43 | $343.68 | -11.11% | Stop |
| 2022-05-10 | 2022-06-02 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2022-03-21 | 2022-05-10 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $419.39 | $381.77 | -9.01% | Stop |
| 2020-04-01 | 2022-05-10 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $227.37 | $381.77 | 67.83% | Stop |
| 2022-02-25 | 2022-03-21 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2020-08-11 | 2022-02-25 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $310.21 | $404.23 | 30.24% | Stop |
| 2020-06-25 | 2022-02-25 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $279.47 | $404.23 | 44.57% | Stop |
| 2021-10-13 | 2022-02-15 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $98.36 | $94.51 | -3.96% | Signal |
| 2020-04-06 | 2021-12-31 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $96.06 | $98.51 | 2.51% | Signal |
| 2021-07-22 | 2021-11-30 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $99.29 | $98.89 | -0.45% | Signal |
| 2021-03-26 | 2021-10-13 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2021-02-26 | 2021-07-22 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-04-06 | 2021-03-26 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $96.06 | $96.91 | 0.84% | Signal |
| 2021-02-11 | 2021-02-26 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $99.40 | $97.64 | -1.82% | Signal |
| 2020-12-17 | 2021-02-11 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-04-06 | 2020-12-17 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $96.06 | $100.07 | 4.13% | Signal |
| 2020-06-29 | 2020-08-11 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-24 | 2020-06-29 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $214.93 | $277.57 | 29.08% | Signal |
| 2020-04-08 | 2020-06-25 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2020-03-24 | 2020-04-08 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $214.93 | $245.69 | 14.25% | Signal |
| 2020-03-13 | 2020-04-06 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-13 | 2020-04-06 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-13 | 2020-04-06 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-10 | 2020-04-01 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-02 | 2020-03-24 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2020-03-02 | 2020-03-24 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2019-03-13 | 2020-03-13 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $87.28 | $92.94 | 6.43% | Stop |
| 2019-03-08 | 2020-03-13 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $87.07 | $92.94 | 6.68% | Stop |
| 2019-01-28 | 2020-03-13 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $86.08 | $92.94 | 7.91% | Stop |
| 2019-01-16 | 2020-03-10 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $233.33 | $259.45 | 11.14% | Stop |
| 2019-04-08 | 2020-03-02 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $258.86 | $271.82 | 4.95% | Stop |
| 2019-03-28 | 2020-03-02 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $251.90 | $271.82 | 7.86% | Stop |
| 2019-02-13 | 2019-04-08 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.36% | Interest Income |
| 2018-12-04 | 2019-03-28 | CASH (CASH) | Interest | 20% | $1.00 | $1.01 | 0.74% | Interest Income |
| 2017-10-05 | 2019-03-13 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.03 | 2.73% | Interest Income |
| 2018-03-01 | 2019-03-08 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.02 | 2.16% | Interest Income |
| 2019-01-11 | 2019-02-13 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $230.52 | $246.04 | 6.68% | Signal |
| 2018-10-17 | 2019-01-28 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.01 | 0.64% | Interest Income |
| 2018-12-21 | 2019-01-16 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2018-12-18 | 2019-01-11 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2011-08-31 | 2018-12-21 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $94.06 | $220.73 | 134.56% | Stop |
| 2016-06-29 | 2018-12-18 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $174.49 | $228.75 | 31.03% | Stop |
| 2018-07-11 | 2018-12-04 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $245.38 | $247.58 | 0.84% | Signal |
| 2018-08-27 | 2018-10-17 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $84.87 | $83.76 | -1.36% | Signal |
| 2017-12-22 | 2018-08-27 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.01 | 1.20% | Interest Income |
| 2018-05-21 | 2018-07-11 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2016-04-29 | 2018-05-21 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $175.18 | $240.64 | 37.30% | Signal |
| 2017-08-02 | 2018-03-01 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $85.24 | $83.87 | -1.65% | Signal |
| 2017-05-02 | 2017-12-22 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $83.91 | $85.29 | 1.59% | Signal |
| 2014-04-14 | 2017-10-05 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $77.72 | $85.46 | 9.90% | Signal |
| 2017-02-01 | 2017-08-02 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2016-11-28 | 2017-05-02 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2016-01-11 | 2017-02-01 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $81.08 | $82.69 | 1.94% | Signal |
| 2015-10-15 | 2016-11-28 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $81.62 | $82.64 | 1.20% | Signal |
| 2015-11-06 | 2016-06-29 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2016-02-25 | 2016-04-29 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2015-12-15 | 2016-02-25 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $171.55 | $163.33 | -4.84% | Signal |
| 2015-09-28 | 2016-01-11 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2015-08-25 | 2015-12-15 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2015-09-17 | 2015-11-06 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $166.76 | $175.78 | 5.35% | Signal |
| 2015-06-26 | 2015-10-15 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2014-03-06 | 2015-09-28 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $77.10 | $80.92 | 4.91% | Signal |
| 2015-08-25 | 2015-09-17 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2012-08-29 | 2015-08-25 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $111.00 | $162.94 | 46.71% | Stop |
| 2012-03-08 | 2015-08-25 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $106.06 | $162.94 | 53.54% | Stop |
| 2013-11-27 | 2015-06-26 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $76.28 | $79.78 | 4.53% | Signal |
| 2014-01-03 | 2014-04-14 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2013-06-24 | 2014-03-06 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2008-10-31 | 2014-01-03 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $57.30 | $75.87 | 32.36% | Signal |
| 2013-07-03 | 2013-11-27 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2013-05-03 | 2013-07-03 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $78.09 | $75.57 | -3.28% | Signal |
| 2011-06-14 | 2013-06-24 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $71.21 | $74.58 | 4.69% | Signal |
| 2013-03-07 | 2013-05-03 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2011-05-10 | 2013-03-07 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $70.67 | $77.11 | 9.07% | Signal |
| 2012-07-11 | 2012-08-29 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2011-12-22 | 2012-07-11 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $96.83 | $105.27 | 8.66% | Signal |
| 2011-10-17 | 2012-03-08 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2011-08-04 | 2011-12-22 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2011-08-30 | 2011-10-17 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $92.80 | $94.18 | 1.43% | Signal |
| 2011-08-09 | 2011-08-31 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-08-08 | 2011-08-30 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2010-07-27 | 2011-08-09 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $84.46 | $87.61 | 3.68% | Stop |
| 2010-11-08 | 2011-08-08 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $92.61 | $89.79 | -3.09% | Stop |
| 2010-10-11 | 2011-08-04 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $88.35 | $95.56 | 8.10% | Signal |
| 2011-04-27 | 2011-06-14 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2011-01-14 | 2011-05-10 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2009-01-22 | 2011-04-27 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $62.32 | $70.04 | 12.33% | Signal |
| 2009-01-15 | 2011-01-14 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $62.42 | $69.42 | 11.15% | Signal |
| 2010-10-12 | 2010-11-08 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-06-01 | 2010-10-12 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $81.19 | $88.01 | 8.34% | Signal |
| 2010-07-16 | 2010-10-11 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2010-07-02 | 2010-07-27 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-06-01 | 2010-07-16 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $81.19 | $82.14 | 1.11% | Signal |
| 2009-11-11 | 2010-07-02 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $81.88 | $77.64 | -5.24% | Stop |
| 2010-05-07 | 2010-06-01 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-05-07 | 2010-06-01 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2009-08-18 | 2010-05-07 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $72.79 | $84.41 | 15.90% | Stop |
| 2009-05-29 | 2010-05-07 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $67.16 | $84.41 | 25.62% | Stop |
| 2008-07-24 | 2009-11-11 | CASH (CASH) | Interest | 20% | $1.00 | $1.01 | 0.50% | Interest Income |
| 2008-01-10 | 2009-08-18 | CASH (CASH) | Interest | 20% | $1.00 | $1.01 | 1.43% | Interest Income |
| 2008-07-29 | 2009-05-29 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2008-10-07 | 2009-01-22 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2008-06-30 | 2009-01-15 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2008-10-09 | 2008-10-31 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2006-07-17 | 2008-10-09 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $52.65 | $56.68 | 7.62% | Stop |
| 2007-12-03 | 2008-10-07 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $58.79 | $59.02 | 0.33% | Signal |
| 2008-06-13 | 2008-07-29 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $96.75 | $89.19 | -7.87% | Signal |
| 2008-02-14 | 2008-07-24 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $97.55 | $92.33 | -5.40% | Signal |
| 2007-10-10 | 2008-06-30 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $56.92 | $59.42 | 4.35% | Signal |
| 2008-01-02 | 2008-06-13 | CASH (CASH) | Interest | 20% | $1.00 | $1.01 | 0.83% | Interest Income |
| 2008-01-23 | 2008-02-14 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2003-03-21 | 2008-01-23 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $58.08 | $90.52 | 55.77% | Stop |
| 2006-11-16 | 2008-01-10 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $97.67 | $99.49 | 1.81% | Signal |
| 2007-12-03 | 2008-01-02 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $104.99 | $104.37 | -0.65% | Signal |
| 2007-09-18 | 2007-12-03 | CASH (CASH) | Interest | 20% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2007-07-02 | 2007-12-03 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.02 | 1.73% | Interest Income |
| 2007-05-24 | 2007-10-10 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.02 | 1.69% | Interest Income |
| 2006-09-19 | 2007-09-18 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $91.89 | $104.95 | 14.16% | Signal |
| 2006-07-17 | 2007-07-02 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $52.65 | $55.35 | 5.08% | Signal |
| 2007-05-08 | 2007-05-24 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $56.12 | $55.59 | -1.00% | Signal |
| 2007-04-03 | 2007-05-08 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2006-07-17 | 2007-04-03 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $52.65 | $55.79 | 5.92% | Signal |
| 2006-10-06 | 2006-11-16 | CASH (CASH) | Interest | 20% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2004-12-17 | 2006-10-06 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $80.61 | $93.86 | 16.38% | Signal |
| 2006-06-22 | 2006-09-19 | CASH (CASH) | Interest | 20% | $1.00 | $1.01 | 1.20% | Interest Income |
| 2005-12-06 | 2006-07-17 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.03 | 2.75% | Interest Income |
| 2005-11-08 | 2006-07-17 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.03 | 3.06% | Interest Income |
| 2005-10-06 | 2006-07-17 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.03 | 3.41% | Interest Income |
| 2005-12-23 | 2006-06-22 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $87.06 | $86.52 | -0.66% | Signal |
| 2005-11-09 | 2005-12-23 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.48% | Interest Income |
| 2005-09-22 | 2005-12-06 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $52.93 | $52.34 | -1.18% | Signal |
| 2005-06-22 | 2005-11-09 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $82.76 | $83.39 | 0.71% | Signal |
| 2005-09-22 | 2005-11-08 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $52.93 | $52.15 | -1.52% | Signal |
| 2005-09-22 | 2005-10-06 | AGG (iShares Core U.S. Aggregate Bond ETF) | Completed | 13.33% | $52.93 | $52.66 | -0.57% | Signal |
| 2005-09-20 | 2005-09-22 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2005-09-20 | 2005-09-22 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2005-09-20 | 2005-09-22 | CASH (CASH) | Interest | 13.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2005-05-04 | 2005-06-22 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.39% | Interest Income |
| 2004-11-05 | 2005-05-04 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $78.38 | $79.02 | 0.77% | Signal |
| 2004-10-26 | 2004-12-17 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2004-06-07 | 2004-11-05 | CASH (CASH) | Interest | 20% | $1.00 | $1.01 | 0.65% | Interest Income |
| 2003-03-21 | 2004-10-26 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $58.08 | $73.74 | 26.90% | Signal |
| 2003-05-21 | 2004-06-07 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $60.25 | $75.36 | 25.03% | Signal |
| 2003-03-20 | 2003-05-21 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2001-08-22 | 2003-03-21 | CASH (CASH) | Interest | 20% | $1.00 | $1.03 | 2.66% | Interest Income |
| 2001-08-22 | 2003-03-21 | CASH (CASH) | Interest | 20% | $1.00 | $1.03 | 2.66% | Interest Income |
| 2003-03-11 | 2003-03-20 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $53.08 | $56.89 | 7.13% | Signal |
| 2003-02-14 | 2003-03-11 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2002-12-31 | 2003-02-14 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $57.32 | $53.66 | -6.43% | Stop |
| 2002-04-17 | 2002-12-31 | CASH (CASH) | Interest | 20% | $1.00 | $1.01 | 1.12% | Interest Income |
| 2002-01-10 | 2002-04-17 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $74.19 | $72.93 | -1.76% | Signal |
| 2001-08-27 | 2002-01-10 | CASH (CASH) | Interest | 20% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2001-07-18 | 2001-08-27 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $76.76 | $75.75 | -1.37% | Signal |
| 2001-08-03 | 2001-08-22 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $77.91 | $74.34 | -4.63% | Stop |
| 2001-08-03 | 2001-08-22 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $77.91 | $74.34 | -4.63% | Stop |
| 2001-02-28 | 2001-08-03 | CASH (CASH) | Interest | 20% | $1.00 | $1.02 | 1.66% | Interest Income |
| 2000-10-17 | 2001-08-03 | CASH (CASH) | Interest | 20% | $1.00 | $1.04 | 3.73% | Interest Income |
| 2000-10-18 | 2001-07-18 | CASH (CASH) | Interest | 20% | $1.00 | $1.04 | 3.53% | Interest Income |
| 2001-01-17 | 2001-02-28 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $85.38 | $80.26 | -6.05% | Signal |
| 2000-12-21 | 2001-01-17 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.34% | Interest Income |
| 1998-09-24 | 2000-12-21 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $65.69 | $79.78 | 21.39% | Stop |
| 2000-05-19 | 2000-10-18 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $89.56 | $83.72 | -6.56% | Signal |
| 2000-05-10 | 2000-10-17 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $88.26 | $87.39 | -1.04% | Signal |
| 2000-04-17 | 2000-05-19 | CASH (CASH) | Interest | 20% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2000-04-17 | 2000-05-10 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.36% | Interest Income |
| 1999-11-19 | 2000-04-17 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $89.01 | $84.93 | -4.64% | Stop |
| 1999-02-03 | 2000-04-17 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $77.92 | $84.93 | 8.94% | Stop |
| 1999-10-04 | 1999-11-19 | CASH (CASH) | Interest | 20% | $1.00 | $1.01 | 0.67% | Interest Income |
| 1998-12-11 | 1999-10-04 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $71.95 | $80.75 | 12.18% | Signal |
| 1999-01-08 | 1999-02-03 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.29% | Interest Income |
| 1998-09-23 | 1999-01-08 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $64.18 | $79.47 | 23.75% | Signal |
| 1998-08-31 | 1998-12-11 | CASH (CASH) | Interest | 20% | $1.00 | $1.01 | 1.25% | Interest Income |
| 1998-09-01 | 1998-09-24 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.30% | Interest Income |
| 1998-08-31 | 1998-09-23 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.30% | Interest Income |
| 1995-05-25 | 1998-09-01 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $30.76 | $59.15 | 92.18% | Stop |
| 1997-11-20 | 1998-08-31 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $58.10 | $63.88 | 9.89% | Stop |
| 1997-11-20 | 1998-08-31 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $58.10 | $63.88 | 9.89% | Stop |
| 1997-10-29 | 1997-11-20 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.33% | Interest Income |
| 1997-10-29 | 1997-11-20 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.33% | Interest Income |
| 1996-10-14 | 1997-10-29 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $42.17 | $56.39 | 33.65% | Stop |
| 1995-01-23 | 1997-10-29 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $26.71 | $56.39 | 111.03% | Stop |
| 1996-09-06 | 1996-10-14 | CASH (CASH) | Interest | 20% | $1.00 | $1.01 | 0.52% | Interest Income |
| 1995-03-01 | 1996-09-06 | SPY (SPDR S&P 500 ETF Trust) | Completed | 20% | $28.28 | $38.93 | 37.58% | Signal |
| 1995-01-19 | 1995-05-25 | CASH (CASH) | Interest | 20% | $1.00 | $1.02 | 2.00% | Interest Income |
| 1995-01-19 | 1995-03-01 | CASH (CASH) | Interest | 20% | $1.00 | $1.01 | 0.62% | Interest Income |
| 1995-01-19 | 1995-01-23 | CASH (CASH) | Interest | 20% | $1.00 | $1.00 | 0.02% | Interest Income |