Diversified Growth Tilt (Advanced)
A growth-oriented multi-asset strategy with a targeted Small-Cap Value tilt. Provides broad market exposure across equities, bonds, and gold while capturing the historical premium of small-cap investing.
MODEL PORTFOLIO PERFORMANCE HISTORY
2026-08-17
Executive Summary
The Diversified Growth Tilt (Advanced) model portfolio provides research-grade current exposure tracking and performance analysis. It achieved an inception-to-date Compound Annual Growth Rate (CAGR) of 6.84% with a Maximum Drawdown of -11.63%. Focusing on the most recent 5-year window, the portfolio maintained a CAGR of 6.67%. The model aggregates 248 completed trades with a Sharpe Ratio of 1.05.
🛡️ Diversified Growth Tilt (Advanced) Retirement SWR & Downside Protection
Why Drawdown Dictates SWR → 98% SWR Capacity
4.09% (vs 3.96% B&H)
+$1,300/yr sustainable spend per $1M
Peak Drawdown Defense
-11.6% (vs -22.0% B&H)
+10.4% shallower drawdown
Capital Out of Market Risk
29.7% of Time
Earning Treasury yield during downturns
* 98% SWR Capacity is calculated via a 30-year parametric Monte Carlo decumulation simulation (5,000 paths targeting 98% survival, net of a 2.5% annual inflation hurdle) parameterized by the empirical return and volatility of the analyzed period. In assets or single stocks with severe historical volatility (>35%) or deep drawdowns (>70%), early catastrophic sequence risk reduces sustainable 98% safe spending to 0.00% under Buy & Hold regardless of high long-term average CAGR. Trend-following overlays buffer this sequence risk by truncating tail drawdowns and lowering annualized volatility.
Portfolio Performance Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| Max Drawdown | -6.46% | -6.90% | -11.63% | -22.04% | -11.63% | -22.04% | -11.63% | -22.04% |
| Sharpe Ratio | 1.61 | 1.62 | 0.95 | 0.62 | 1.09 | 0.81 | 1.05 | 0.85 |
| Sortino Ratio | 2.23 | 2.33 | 1.23 | 0.91 | 1.42 | 1.02 | 1.36 | 1.07 |
| CAGR | 16.13% | 17.51% | 6.67% | 6.87% | 7.37% | 8.43% | 6.84% | 8.13% |
| 98% SWR Capacity | 9.18% | 9.92% | 3.87% | 2.91% | 4.33% | 3.87% | 4.09% | 3.96% |
| % Time Invested | 82.1% | 100.0% | 59.4% | 100.0% | 69.3% | 100.0% | 70.3% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 9.4 | 0.0 | 11.4 | 0.0 | 10.7 | 0.0 |
Active Portfolio Composition
| Ticker | Description & Strategy | Style | Max Weight | Current Exposure | Last Action |
|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market Index Fund ETF Excess Return MMA | Investing | 25% | 🔒 25% | 🔒 Gated Action |
| IWM | iShares Russell 2000 ETF Excess Return MMA | Investing | 20% | 🔒 20% | 🔒 Gated Action |
| TLT | iShares 20+ Year Treasury Bond ETF Excess Return MMA | Investing | 20% | 🔒 20% | 🔒 Gated Action |
| ISTB | iShares Core 1-5 Year USD Bond ETF Excess Return MMA | Investing | 20% | 🔒 20% | 🔒 Gated Action |
| IAU | iShares Gold Trust Buy and Hold | Investing | 15% | 🔒 15% | 🔒 Gated Action |
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 Pearson correlation (r) of the raw asset daily returns over the selected lookback window.
Asset Correlation Matrix
Pearson Correlation Coefficients (r) on Daily Returns -1.0 (Inverse) 0.0 (Neutral) +1.0 (Positive)
Top 5 Diversifier Suggestions
Lowest Pearson correlation (r) candidates evaluated dynamically across all system assets:
Multi-Horizon Correlation View Matrix in Compare Studio →
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 or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.
| Entry Date | Exit Date | Ticker | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|---|
| 🔒 Active Positions & Recent Execution Signals Hidden Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription. Subscribe to Unlock | ||||||||
| 2025-06-26 | 2026-06-09 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $46.41 | $47.91 | 3.17% | Signal |
| 2026-02-05 | 2026-06-01 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 1.14% | Interest Income |
| 2024-10-11 | 2026-06-01 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.07 | 6.76% | Interest Income |
| 2025-11-21 | 2026-05-12 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $86.66 | $84.20 | -2.88% | Signal |
| 2026-04-10 | 2026-05-11 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2025-05-01 | 2026-04-10 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $271.28 | $335.17 | 23.49% | Signal |
| 2025-04-14 | 2026-03-30 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $45.52 | $47.68 | 4.71% | Signal |
| 2025-09-29 | 2026-02-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $85.71 | $84.99 | -0.89% | Signal |
| 2025-02-12 | 2025-11-21 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.03 | 3.29% | Interest Income |
| 2025-05-13 | 2025-10-07 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.02 | 1.70% | Interest Income |
| 2024-12-12 | 2025-09-29 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.03 | 3.37% | Interest Income |
| 2025-06-27 | 2025-09-15 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.01 | 0.91% | Interest Income |
| 2025-03-04 | 2025-07-18 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.02 | 1.61% | Interest Income |
| 2025-04-30 | 2025-06-27 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $265.20 | $298.29 | 12.42% | Signal |
| 2025-05-12 | 2025-06-26 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 0.53% | Interest Income |
| 2025-04-30 | 2025-05-13 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $190.63 | $206.21 | 8.12% | Signal |
| 2024-04-04 | 2025-05-12 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $43.09 | $45.83 | 6.31% | Signal |
| 2025-03-27 | 2025-05-01 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2025-04-07 | 2025-04-30 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-07 | 2025-04-30 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-07 | 2025-04-30 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-12-30 | 2025-04-14 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 1.20% | Interest Income |
| 2025-03-26 | 2025-04-07 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $205.25 | $172.05 | -16.22% | Stop |
| 2023-11-08 | 2025-04-07 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $208.74 | $236.52 | 13.25% | Stop |
| 2023-04-20 | 2025-04-07 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $195.81 | $236.52 | 20.73% | Stop |
| 2025-03-10 | 2025-04-01 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-01-04 | 2025-03-27 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $226.03 | $275.40 | 21.78% | Signal |
| 2025-03-04 | 2025-03-26 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-04-19 | 2025-03-10 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $187.30 | $200.34 | 6.91% | Stop |
| 2024-07-31 | 2025-03-04 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $218.91 | $202.80 | -7.41% | Stop |
| 2024-03-12 | 2025-03-04 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $199.68 | $202.80 | 1.51% | Stop |
| 2025-01-21 | 2025-02-12 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $81.95 | $81.68 | -0.38% | Signal |
| 2024-12-24 | 2025-01-21 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-05 | 2024-12-30 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $44.60 | $44.82 | 0.44% | Signal |
| 2024-11-04 | 2024-12-24 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $85.41 | $81.16 | -5.03% | Stop |
| 2024-11-04 | 2024-12-12 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $85.41 | $85.11 | -0.40% | Signal |
| 2024-10-11 | 2024-11-04 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2024-10-11 | 2024-11-04 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2024-08-05 | 2024-10-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $91.37 | $86.23 | -5.67% | Stop |
| 2024-08-05 | 2024-10-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $91.37 | $86.23 | -5.67% | Stop |
| 2024-08-05 | 2024-10-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $91.37 | $86.23 | -5.67% | Stop |
| 2024-06-11 | 2024-08-05 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2024-05-07 | 2024-08-05 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 1.29% | Interest Income |
| 2024-05-06 | 2024-08-05 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 1.32% | Interest Income |
| 2022-03-28 | 2024-08-05 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.11 | 10.76% | Interest Income |
| 2021-08-18 | 2024-08-05 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.11 | 10.85% | Interest Income |
| 2024-07-09 | 2024-07-31 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2024-01-18 | 2024-07-09 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $185.62 | $197.58 | 6.39% | Signal |
| 2024-05-31 | 2024-06-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $82.11 | $82.89 | 0.90% | Signal |
| 2022-03-15 | 2024-05-31 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.10 | 9.75% | Interest Income |
| 2024-05-03 | 2024-05-07 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $81.61 | $82.49 | 1.03% | Signal |
| 2024-01-10 | 2024-05-06 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $42.93 | $43.13 | 0.43% | Signal |
| 2024-04-11 | 2024-05-03 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2022-11-10 | 2024-04-19 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.08 | 7.55% | Interest Income |
| 2024-01-26 | 2024-04-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $84.13 | $81.73 | -2.89% | Stop |
| 2021-12-08 | 2024-04-04 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.09 | 8.89% | Interest Income |
| 2023-05-04 | 2024-03-12 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.05 | 4.64% | Interest Income |
| 2023-05-23 | 2024-01-26 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.04 | 3.68% | Interest Income |
| 2023-10-04 | 2024-01-18 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.02 | 1.55% | Interest Income |
| 2023-06-27 | 2024-01-10 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.03 | 2.95% | Interest Income |
| 2023-11-03 | 2024-01-04 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2022-10-31 | 2023-11-08 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.05 | 5.20% | Interest Income |
| 2023-01-30 | 2023-11-03 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $192.95 | $206.79 | 7.12% | Signal |
| 2023-07-27 | 2023-10-04 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $190.76 | $165.84 | -13.11% | Stop |
| 2023-05-02 | 2023-07-27 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 1.24% | Interest Income |
| 2023-06-12 | 2023-06-27 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $41.47 | $41.50 | 0.01% | Signal |
| 2023-05-18 | 2023-06-12 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2023-02-15 | 2023-05-23 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $89.86 | $87.81 | -2.33% | Stop |
| 2023-02-16 | 2023-05-18 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $40.95 | $41.60 | 1.54% | Signal |
| 2023-04-14 | 2023-05-04 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $171.66 | $164.91 | -3.98% | Signal |
| 2023-04-05 | 2023-05-02 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $167.73 | $167.87 | 0.04% | Signal |
| 2022-05-10 | 2023-04-20 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.03 | 3.34% | Interest Income |
| 2022-11-10 | 2023-04-14 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.02 | 1.91% | Interest Income |
| 2023-03-14 | 2023-04-05 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2023-01-27 | 2023-03-14 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $180.28 | $171.28 | -5.04% | Stop |
| 2021-10-29 | 2023-02-16 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.03 | 2.67% | Interest Income |
| 2021-12-29 | 2023-02-15 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.03 | 2.64% | Interest Income |
| 2022-02-25 | 2023-01-30 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.02 | 2.38% | Interest Income |
| 2022-11-14 | 2023-01-27 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 0.87% | Interest Income |
| 2022-09-29 | 2022-11-14 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $160.17 | $177.36 | 10.68% | Signal |
| 2022-11-01 | 2022-11-10 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $176.84 | $173.60 | -1.88% | Stop |
| 2022-11-01 | 2022-11-10 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $176.84 | $173.60 | -1.88% | Stop |
| 2022-09-12 | 2022-11-01 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2022-01-28 | 2022-11-01 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 1.35% | Interest Income |
| 2022-10-20 | 2022-10-31 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $175.18 | $184.15 | 5.07% | Signal |
| 2022-09-28 | 2022-10-20 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2022-01-31 | 2022-09-29 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 1.00% | Interest Income |
| 2022-06-01 | 2022-09-28 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $195.52 | $173.29 | -11.41% | Stop |
| 2022-06-02 | 2022-09-12 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $174.85 | $179.12 | 2.39% | Signal |
| 2022-05-10 | 2022-06-02 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2022-05-09 | 2022-06-01 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2022-03-21 | 2022-05-10 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $211.59 | $190.08 | -10.21% | Stop |
| 2022-02-14 | 2022-05-10 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $190.61 | $168.20 | -11.80% | Stop |
| 2020-04-01 | 2022-05-09 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $113.54 | $191.13 | 68.25% | Stop |
| 2020-04-13 | 2022-03-28 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $42.39 | $41.61 | -1.88% | Signal |
| 2022-02-25 | 2022-03-21 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2022-01-28 | 2022-03-15 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $120.16 | $112.66 | -6.29% | Stop |
| 2020-08-11 | 2022-02-25 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $157.12 | $203.93 | 29.73% | Stop |
| 2020-06-25 | 2022-02-25 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $140.98 | $203.93 | 44.59% | Stop |
| 2022-01-21 | 2022-02-14 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2022-01-12 | 2022-01-31 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $206.58 | $183.77 | -11.09% | Stop |
| 2022-01-12 | 2022-01-28 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $206.58 | $181.23 | -12.32% | Signal |
| 2022-01-05 | 2022-01-28 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2021-01-26 | 2022-01-21 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $202.56 | $188.85 | -6.82% | Stop |
| 2021-12-20 | 2022-01-12 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2021-12-20 | 2022-01-12 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2021-07-08 | 2022-01-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $124.97 | $121.89 | -2.52% | Stop |
| 2021-07-08 | 2021-12-29 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $124.97 | $124.23 | -0.64% | Signal |
| 2021-11-03 | 2021-12-20 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $220.69 | $200.50 | -9.19% | Stop |
| 2020-10-02 | 2021-12-20 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $139.49 | $200.50 | 43.67% | Stop |
| 2020-04-13 | 2021-12-08 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $42.39 | $43.31 | 2.12% | Signal |
| 2021-09-21 | 2021-11-03 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2021-06-18 | 2021-10-29 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $43.63 | $43.42 | -0.55% | Signal |
| 2020-06-30 | 2021-09-21 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $130.83 | $205.57 | 57.05% | Signal |
| 2021-03-01 | 2021-08-18 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $117.42 | $124.98 | 6.39% | Signal |
| 2021-01-20 | 2021-07-08 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2020-11-02 | 2021-07-08 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2021-05-20 | 2021-06-18 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2020-04-13 | 2021-05-20 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $42.39 | $43.68 | 2.99% | Signal |
| 2021-02-04 | 2021-03-01 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2020-10-29 | 2021-02-04 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $133.44 | $124.36 | -6.85% | Stop |
| 2020-02-26 | 2021-01-26 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2020-10-29 | 2021-01-20 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $133.44 | $126.58 | -5.19% | Signal |
| 2020-10-29 | 2020-11-02 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $133.44 | $131.89 | -1.21% | Signal |
| 2020-10-07 | 2020-10-29 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-10-07 | 2020-10-29 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-10-07 | 2020-10-29 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-06-29 | 2020-10-07 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $136.25 | $132.46 | -2.83% | Stop |
| 2020-06-29 | 2020-10-07 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $136.25 | $132.46 | -2.83% | Stop |
| 2020-06-29 | 2020-10-07 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $136.25 | $132.46 | -2.83% | Stop |
| 2020-04-21 | 2020-10-02 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-06-17 | 2020-08-11 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2020-03-31 | 2020-06-30 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2020-06-05 | 2020-06-29 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-06-05 | 2020-06-29 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-06-05 | 2020-06-29 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-04-08 | 2020-06-25 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2020-03-24 | 2020-06-17 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $107.06 | $145.56 | 35.89% | Signal |
| 2020-04-03 | 2020-06-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $138.95 | $127.79 | -8.08% | Stop |
| 2020-04-03 | 2020-06-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $138.95 | $127.79 | -8.08% | Stop |
| 2020-04-03 | 2020-06-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $138.95 | $127.79 | -8.08% | Stop |
| 2020-03-24 | 2020-04-21 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $97.29 | $108.84 | 11.81% | Signal |
| 2020-03-19 | 2020-04-13 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-19 | 2020-04-13 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-19 | 2020-04-13 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-24 | 2020-04-08 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $107.06 | $122.32 | 14.19% | Signal |
| 2020-03-12 | 2020-04-03 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-12 | 2020-04-03 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-12 | 2020-04-03 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-10 | 2020-04-01 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-24 | 2020-03-31 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $97.29 | $106.22 | 9.13% | Signal |
| 2020-03-02 | 2020-03-24 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2020-03-02 | 2020-03-24 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2020-03-02 | 2020-03-24 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2020-03-02 | 2020-03-24 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2019-06-03 | 2020-03-19 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $40.75 | $40.29 | -1.17% | Stop |
| 2019-02-26 | 2020-03-19 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $39.95 | $40.29 | 0.80% | Stop |
| 2019-01-28 | 2020-03-19 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $39.67 | $40.29 | 1.52% | Stop |
| 2020-02-27 | 2020-03-12 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $125.51 | $134.60 | 7.18% | Stop |
| 2019-12-03 | 2020-03-12 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $114.73 | $134.60 | 17.25% | Stop |
| 2019-12-03 | 2020-03-12 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $114.73 | $134.60 | 17.25% | Stop |
| 2019-01-16 | 2020-03-10 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $119.36 | $131.38 | 10.02% | Stop |
| 2019-11-14 | 2020-03-02 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $145.29 | $136.62 | -6.01% | Stop |
| 2019-07-23 | 2020-03-02 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $141.43 | $136.62 | -3.45% | Stop |
| 2019-06-19 | 2020-03-02 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $134.18 | $137.81 | 2.65% | Stop |
| 2019-03-27 | 2020-03-02 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $129.14 | $137.81 | 6.66% | Stop |
| 2020-01-14 | 2020-02-27 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2019-12-26 | 2020-02-26 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $154.04 | $145.01 | -5.91% | Stop |
| 2019-12-03 | 2020-01-14 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $114.73 | $113.39 | -1.22% | Signal |
| 2019-08-02 | 2019-12-26 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 0.70% | Interest Income |
| 2019-11-08 | 2019-12-03 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2019-11-08 | 2019-12-03 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2019-11-08 | 2019-12-03 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2019-07-25 | 2019-11-14 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2019-10-08 | 2019-11-08 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $119.06 | $110.54 | -7.20% | Stop |
| 2019-10-08 | 2019-11-08 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $119.06 | $110.54 | -7.20% | Stop |
| 2019-10-08 | 2019-11-08 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $119.06 | $110.54 | -7.20% | Stop |
| 2019-09-16 | 2019-10-08 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2019-09-16 | 2019-10-08 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2019-09-16 | 2019-10-08 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2018-12-11 | 2019-09-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $95.16 | $112.38 | 18.04% | Stop |
| 2018-12-11 | 2019-09-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $95.16 | $112.38 | 18.04% | Stop |
| 2018-12-11 | 2019-09-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $95.16 | $112.38 | 18.04% | Stop |
| 2019-01-17 | 2019-08-02 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $131.19 | $140.58 | 7.11% | Signal |
| 2019-02-20 | 2019-07-25 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $142.73 | $144.09 | 0.90% | Signal |
| 2019-05-30 | 2019-07-23 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2019-02-04 | 2019-06-19 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.01 | 0.89% | Interest Income |
| 2018-03-21 | 2019-06-03 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.03 | 2.64% | Interest Income |
| 2019-02-20 | 2019-05-30 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $142.73 | $135.88 | -4.84% | Stop |
| 2018-11-29 | 2019-03-27 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2018-02-09 | 2019-02-26 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.02 | 2.17% | Interest Income |
| 2018-12-20 | 2019-02-20 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2018-10-24 | 2019-02-20 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 0.75% | Interest Income |
| 2019-01-11 | 2019-02-04 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $117.98 | $123.91 | 4.97% | Signal |
| 2018-10-31 | 2019-01-28 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2018-12-24 | 2019-01-17 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2018-12-21 | 2019-01-16 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2018-12-18 | 2019-01-11 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2018-11-20 | 2018-12-24 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $133.71 | $116.37 | -13.01% | Stop |
| 2016-08-26 | 2018-12-21 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $95.19 | $112.31 | 17.93% | Stop |
| 2018-11-15 | 2018-12-20 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $134.84 | $121.75 | -9.75% | Stop |
| 2016-07-08 | 2018-12-18 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $91.82 | $116.52 | 26.85% | Stop |
| 2018-10-08 | 2018-12-11 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2018-03-13 | 2018-12-11 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.02 | 1.54% | Interest Income |
| 2018-02-08 | 2018-12-11 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.02 | 1.68% | Interest Income |
| 2018-07-03 | 2018-11-29 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $124.89 | $124.45 | -0.40% | Signal |
| 2018-10-29 | 2018-11-20 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2018-10-24 | 2018-11-15 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2018-09-20 | 2018-10-31 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $39.00 | $38.98 | -0.09% | Signal |
| 2016-11-15 | 2018-10-29 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $113.99 | $135.42 | 18.74% | Stop |
| 2016-07-28 | 2018-10-24 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $106.64 | $137.50 | 28.87% | Stop |
| 2016-05-10 | 2018-10-24 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $97.97 | $137.50 | 40.28% | Stop |
| 2018-07-27 | 2018-10-08 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $94.77 | $89.95 | -5.14% | Stop |
| 2017-12-07 | 2018-09-20 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 1.40% | Interest Income |
| 2018-02-06 | 2018-07-27 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2018-05-23 | 2018-07-03 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2016-05-02 | 2018-05-23 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $89.62 | $123.25 | 37.45% | Signal |
| 2014-10-22 | 2018-03-21 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $37.44 | $38.70 | 3.30% | Signal |
| 2018-03-01 | 2018-03-13 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $92.82 | $92.72 | -0.15% | Signal |
| 2018-02-06 | 2018-03-01 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2017-06-16 | 2018-02-09 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $38.96 | $38.77 | -0.52% | Signal |
| 2017-11-07 | 2018-02-08 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $98.12 | $92.30 | -5.97% | Stop |
| 2017-06-05 | 2018-02-06 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $96.08 | $94.19 | -2.02% | Stop |
| 2017-05-11 | 2018-02-06 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $92.11 | $94.19 | 2.20% | Stop |
| 2017-04-05 | 2017-12-07 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $38.70 | $39.06 | 0.86% | Signal |
| 2017-07-24 | 2017-11-07 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2016-12-06 | 2017-07-24 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $90.61 | $96.70 | 6.66% | Signal |
| 2017-03-14 | 2017-06-16 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2017-01-12 | 2017-06-05 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2016-11-11 | 2017-05-11 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2016-12-07 | 2017-04-05 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2016-03-22 | 2017-03-14 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $37.95 | $38.41 | 1.16% | Signal |
| 2016-12-06 | 2017-01-12 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $90.61 | $93.48 | 3.12% | Signal |
| 2016-04-04 | 2016-12-07 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $38.00 | $38.30 | 0.74% | Signal |
| 2016-11-11 | 2016-12-06 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2016-11-11 | 2016-12-06 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2016-04-22 | 2016-11-15 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2016-10-10 | 2016-11-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $100.47 | $93.17 | -7.31% | Stop |
| 2016-10-10 | 2016-11-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $100.47 | $93.17 | -7.31% | Stop |
| 2016-10-10 | 2016-11-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $100.47 | $93.17 | -7.31% | Stop |
| 2016-09-16 | 2016-10-10 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2016-09-16 | 2016-10-10 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2016-09-16 | 2016-10-10 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2016-01-14 | 2016-09-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $92.53 | $101.60 | 9.75% | Stop |
| 2015-10-07 | 2016-09-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $90.72 | $101.60 | 11.94% | Stop |
| 2015-05-28 | 2016-09-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $89.52 | $101.60 | 13.44% | Stop |
| 2016-07-20 | 2016-08-26 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2015-11-06 | 2016-07-28 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2016-03-08 | 2016-07-20 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $85.78 | $94.17 | 9.73% | Signal |
| 2015-11-05 | 2016-07-08 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2015-08-25 | 2016-05-10 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.13% | Interest Income |
| 2016-01-21 | 2016-05-02 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2016-02-08 | 2016-04-22 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $84.86 | $99.13 | 16.75% | Signal |
| 2016-01-11 | 2016-04-04 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2016-02-24 | 2016-03-22 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2016-02-12 | 2016-03-08 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2014-10-22 | 2016-02-24 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $37.44 | $37.73 | 0.71% | Signal |
| 2011-08-31 | 2016-02-12 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $48.55 | $78.81 | 62.24% | Stop |
| 2016-01-14 | 2016-02-08 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2015-12-23 | 2016-01-21 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $88.22 | $79.85 | -9.54% | Stop |
| 2015-10-22 | 2016-01-14 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $99.65 | $88.23 | -11.51% | Stop |
| 2015-09-04 | 2016-01-14 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2015-10-12 | 2016-01-11 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $37.77 | $37.57 | -0.56% | Signal |
| 2015-08-25 | 2015-12-23 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2015-09-17 | 2015-11-06 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $101.55 | $102.79 | 1.17% | Signal |
| 2015-09-17 | 2015-11-05 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $86.45 | $90.58 | 4.72% | Signal |
| 2015-09-30 | 2015-10-22 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-09-18 | 2015-10-12 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-06-04 | 2015-10-07 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2011-10-27 | 2015-09-30 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $61.63 | $94.49 | 53.24% | Stop |
| 2014-10-22 | 2015-09-18 | ISTB (iShares Core 1-5 Year USD Bond ETF) | Completed | 6.67% | $37.44 | $37.71 | 0.66% | Signal |
| 2015-08-25 | 2015-09-17 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-08-25 | 2015-09-17 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-05-28 | 2015-09-04 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $89.52 | $90.26 | 0.78% | Signal |
| 2014-12-29 | 2015-08-25 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $104.01 | $99.05 | -4.81% | Stop |
| 2014-11-05 | 2015-08-25 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $100.22 | $99.05 | -1.21% | Stop |
| 2012-08-31 | 2015-08-25 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $56.81 | $84.59 | 48.83% | Stop |
| 2012-03-13 | 2015-08-25 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $55.46 | $84.59 | 52.44% | Stop |
| 2015-05-28 | 2015-06-04 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $89.52 | $86.60 | -3.30% | Signal |
| 2015-05-05 | 2015-05-28 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-05-05 | 2015-05-28 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-05-05 | 2015-05-28 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-03-11 | 2015-05-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $91.88 | $89.78 | -2.34% | Stop |
| 2015-03-11 | 2015-05-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $91.88 | $89.78 | -2.34% | Stop |
| 2015-03-11 | 2015-05-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $91.88 | $89.78 | -2.34% | Stop |
| 2015-02-17 | 2015-03-11 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-02-17 | 2015-03-11 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-02-17 | 2015-03-11 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2014-10-17 | 2015-02-17 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $87.25 | $92.82 | 6.34% | Stop |
| 2014-04-25 | 2015-02-17 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $79.07 | $92.82 | 17.33% | Stop |
| 2014-02-14 | 2015-02-17 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $75.20 | $92.82 | 23.36% | Stop |
| 2014-10-14 | 2014-12-29 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2014-10-14 | 2014-11-05 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2014-10-20 | 2014-10-22 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2014-10-20 | 2014-10-22 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2014-10-20 | 2014-10-22 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2013-08-20 | 2014-10-17 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2014-08-14 | 2014-10-14 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $97.25 | $90.39 | -7.09% | Signal |
| 2012-06-27 | 2014-10-14 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $63.37 | $90.39 | 42.56% | Stop |
| 2014-06-10 | 2014-08-14 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-09-06 | 2014-06-10 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $68.47 | $99.53 | 45.28% | Signal |
| 2013-03-05 | 2014-04-25 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2013-07-08 | 2014-02-14 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2013-06-20 | 2013-08-20 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $76.49 | $71.40 | -6.70% | Stop |
| 2013-06-17 | 2013-07-08 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $78.75 | $74.12 | -5.93% | Signal |
| 2013-05-29 | 2013-06-20 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2012-11-07 | 2013-06-17 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2013-01-30 | 2013-05-29 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $79.69 | $78.97 | -0.95% | Stop |
| 2013-01-30 | 2013-03-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $79.69 | $81.00 | 1.59% | Signal |
| 2013-01-07 | 2013-01-30 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2013-01-07 | 2013-01-30 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2012-09-10 | 2013-01-07 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $83.96 | $80.85 | -3.75% | Stop |
| 2012-09-10 | 2013-01-07 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $83.96 | $80.85 | -3.75% | Stop |
| 2012-09-10 | 2012-11-07 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $83.96 | $84.31 | 0.37% | Signal |
| 2012-08-16 | 2012-09-10 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-08-16 | 2012-09-10 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-08-16 | 2012-09-10 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-06-05 | 2012-09-06 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2012-07-09 | 2012-08-31 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2012-06-05 | 2012-08-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $86.69 | $82.78 | -4.56% | Stop |
| 2012-04-05 | 2012-08-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $75.88 | $82.78 | 9.04% | Stop |
| 2012-04-05 | 2012-08-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $75.88 | $82.78 | 9.04% | Stop |
| 2011-12-27 | 2012-07-09 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $50.37 | $54.58 | 8.32% | Signal |
| 2012-06-05 | 2012-06-27 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-03-22 | 2012-06-05 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $67.52 | $60.45 | -10.53% | Stop |
| 2012-03-14 | 2012-06-05 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2011-12-29 | 2012-06-05 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $60.65 | $60.45 | -0.38% | Stop |
| 2012-03-14 | 2012-04-05 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-03-14 | 2012-04-05 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2011-10-04 | 2012-03-22 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2011-11-04 | 2012-03-14 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $76.70 | $75.48 | -1.65% | Stop |
| 2011-11-04 | 2012-03-14 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $76.70 | $75.48 | -1.65% | Stop |
| 2011-11-04 | 2012-03-14 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $76.70 | $75.48 | -1.65% | Stop |
| 2011-10-17 | 2012-03-13 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2011-08-03 | 2011-12-29 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2011-08-05 | 2011-12-27 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2011-10-13 | 2011-11-04 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-10-13 | 2011-11-04 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-10-13 | 2011-11-04 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-10-05 | 2011-10-27 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-08-30 | 2011-10-17 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $47.84 | $48.33 | 0.97% | Signal |
| 2011-08-04 | 2011-10-13 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $67.31 | $76.05 | 12.92% | Stop |
| 2011-05-18 | 2011-10-13 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $62.64 | $76.05 | 21.34% | Stop |
| 2010-12-09 | 2011-10-13 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $59.78 | $76.05 | 27.15% | Stop |
| 2011-08-30 | 2011-10-05 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $58.63 | $53.03 | -9.60% | Stop |
| 2011-08-26 | 2011-10-04 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $54.84 | $49.38 | -10.02% | Stop |
| 2011-08-09 | 2011-08-31 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-08-08 | 2011-08-30 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-08-08 | 2011-08-30 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-08-04 | 2011-08-26 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2010-06-01 | 2011-08-09 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $41.72 | $44.93 | 7.65% | Stop |
| 2010-11-19 | 2011-08-08 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $46.80 | $46.14 | -1.46% | Stop |
| 2010-06-18 | 2011-08-08 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $53.77 | $56.27 | 4.59% | Stop |
| 2010-10-12 | 2011-08-05 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $45.26 | $48.29 | 6.64% | Signal |
| 2011-03-11 | 2011-08-04 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2010-06-01 | 2011-08-04 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $52.67 | $62.03 | 17.70% | Stop |
| 2010-10-19 | 2011-08-03 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $56.56 | $62.53 | 10.50% | Signal |
| 2010-12-16 | 2011-05-18 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2011-01-10 | 2011-03-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $59.33 | $59.38 | 0.04% | Signal |
| 2010-12-16 | 2011-01-10 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-11-09 | 2010-12-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $62.69 | $58.14 | -7.30% | Stop |
| 2010-11-09 | 2010-12-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $62.69 | $58.14 | -7.30% | Stop |
| 2010-11-16 | 2010-12-09 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-10-18 | 2010-11-19 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-10-25 | 2010-11-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $64.79 | $60.41 | -6.81% | Stop |
| 2010-10-18 | 2010-11-09 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-10-18 | 2010-11-09 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-03-16 | 2010-10-25 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2010-08-02 | 2010-10-19 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2010-06-29 | 2010-10-18 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $62.83 | $64.21 | 2.14% | Stop |
| 2010-06-01 | 2010-10-18 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $41.72 | $45.83 | 9.81% | Signal |
| 2010-05-24 | 2010-10-18 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $61.63 | $64.21 | 4.13% | Stop |
| 2010-07-20 | 2010-10-12 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2010-06-01 | 2010-08-02 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $52.67 | $53.31 | 1.15% | Signal |
| 2010-06-01 | 2010-07-20 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $41.72 | $40.72 | -2.43% | Signal |
| 2009-07-24 | 2010-06-29 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2010-05-26 | 2010-06-18 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-05-07 | 2010-06-01 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-05-07 | 2010-06-01 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-05-07 | 2010-06-01 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-05-07 | 2010-06-01 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-05-07 | 2010-06-01 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-02-19 | 2010-05-26 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $50.25 | $51.74 | 2.91% | Stop |
| 2010-01-14 | 2010-05-24 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2009-08-14 | 2010-05-07 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $45.76 | $53.56 | 16.99% | Stop |
| 2009-07-22 | 2010-05-07 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $35.40 | $43.40 | 22.55% | Stop |
| 2009-07-22 | 2010-05-07 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $35.40 | $43.40 | 22.55% | Stop |
| 2009-05-28 | 2010-05-07 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $39.30 | $53.56 | 36.21% | Stop |
| 2009-05-27 | 2010-05-07 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $33.80 | $43.40 | 28.35% | Stop |
| 2010-01-06 | 2010-03-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $55.50 | $56.12 | 1.06% | Signal |
| 2009-10-29 | 2010-02-19 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2010-01-06 | 2010-01-14 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $55.50 | $55.21 | -0.58% | Signal |
| 2009-12-11 | 2010-01-06 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2009-12-11 | 2010-01-06 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2009-10-08 | 2009-12-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $60.77 | $56.33 | -7.35% | Stop |
| 2009-05-22 | 2009-12-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $56.26 | $56.33 | 0.07% | Stop |
| 2009-09-15 | 2009-10-29 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $47.76 | $45.73 | -4.29% | Stop |
| 2009-04-30 | 2009-10-08 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2008-05-28 | 2009-09-15 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2007-11-14 | 2009-08-14 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.02 | 1.91% | Interest Income |
| 2009-05-22 | 2009-07-24 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $56.26 | $54.93 | -2.43% | Signal |
| 2008-07-25 | 2009-07-22 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.46% | Interest Income |
| 2008-01-07 | 2009-07-22 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.01 | 1.46% | Interest Income |
| 2008-09-12 | 2009-05-28 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2008-08-05 | 2009-05-27 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2009-04-30 | 2009-05-22 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2009-04-30 | 2009-05-22 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2009-01-29 | 2009-04-30 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $62.59 | $58.58 | -6.45% | Stop |
| 2009-01-29 | 2009-04-30 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $62.59 | $58.58 | -6.45% | Stop |
| 2009-01-29 | 2009-04-30 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $62.59 | $58.58 | -6.45% | Stop |
| 2009-01-06 | 2009-01-29 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2009-01-06 | 2009-01-29 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2009-01-06 | 2009-01-29 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2008-07-01 | 2009-01-06 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $53.81 | $66.18 | 22.92% | Stop |
| 2008-06-23 | 2009-01-06 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $52.11 | $66.18 | 26.94% | Stop |
| 2008-06-23 | 2009-01-06 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $52.11 | $66.18 | 26.94% | Stop |
| 2008-06-10 | 2008-09-12 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $56.94 | $55.83 | -2.00% | Signal |
| 2008-06-11 | 2008-08-05 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $49.10 | $45.76 | -6.85% | Signal |
| 2008-02-13 | 2008-07-25 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $48.68 | $45.69 | -6.20% | Signal |
| 2008-05-30 | 2008-07-01 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2008-05-30 | 2008-06-23 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2008-05-30 | 2008-06-23 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2008-01-02 | 2008-06-11 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.01 | 0.82% | Interest Income |
| 2007-08-17 | 2008-06-10 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.02 | 2.17% | Interest Income |
| 2007-11-28 | 2008-05-30 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $53.26 | $51.95 | -2.51% | Stop |
| 2007-09-27 | 2008-05-30 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $49.29 | $51.95 | 5.34% | Stop |
| 2006-07-18 | 2008-05-30 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $44.83 | $51.95 | 15.82% | Stop |
| 2008-02-01 | 2008-05-28 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $55.54 | $57.43 | 3.36% | Signal |
| 2008-01-22 | 2008-02-13 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2008-01-09 | 2008-02-01 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2003-09-05 | 2008-01-22 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $32.69 | $44.32 | 35.52% | Stop |
| 2003-06-02 | 2008-01-09 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $32.73 | $54.45 | 66.28% | Stop |
| 2006-11-29 | 2008-01-07 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $48.45 | $50.20 | 3.57% | Signal |
| 2007-12-05 | 2008-01-02 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $52.13 | $52.04 | -0.22% | Signal |
| 2007-09-17 | 2007-12-05 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.01 | 0.81% | Interest Income |
| 2007-06-12 | 2007-11-28 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.02 | 1.96% | Interest Income |
| 2007-09-11 | 2007-11-14 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $59.75 | $61.44 | 2.78% | Signal |
| 2007-03-16 | 2007-09-27 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.02 | 2.49% | Interest Income |
| 2006-10-09 | 2007-09-17 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $46.60 | $52.17 | 11.89% | Signal |
| 2007-08-17 | 2007-09-11 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2007-01-05 | 2007-08-17 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $60.17 | $61.32 | 1.86% | Stop |
| 2006-10-23 | 2007-08-17 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $57.87 | $61.32 | 5.92% | Stop |
| 2006-07-17 | 2007-06-12 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $44.97 | $45.77 | 1.72% | Stop |
| 2006-07-17 | 2007-03-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $44.97 | $48.95 | 8.78% | Signal |
| 2007-02-27 | 2007-03-01 | CASH (CASH) | Interest | 15% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2006-10-10 | 2007-01-05 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 1.16% | Interest Income |
| 2006-10-05 | 2006-11-29 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.01 | 0.75% | Interest Income |
| 2006-06-14 | 2006-10-23 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.02 | 1.78% | Interest Income |
| 2006-07-07 | 2006-10-10 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $54.70 | $56.91 | 3.99% | Signal |
| 2006-06-27 | 2006-10-09 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.01 | 1.41% | Interest Income |
| 2004-12-15 | 2006-10-05 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $39.73 | $46.53 | 17.04% | Signal |
| 2006-06-23 | 2006-07-18 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2006-04-05 | 2006-07-17 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 1.33% | Interest Income |
| 2006-01-05 | 2006-07-17 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.02 | 2.44% | Interest Income |
| 2006-06-14 | 2006-07-07 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.31% | Interest Income |
| 2005-12-13 | 2006-06-27 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $43.04 | $43.23 | 0.40% | Signal |
| 2006-05-03 | 2006-06-23 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $43.81 | $44.09 | 0.59% | Signal |
| 2006-01-11 | 2006-06-14 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $53.92 | $51.03 | -5.42% | Stop |
| 2004-12-02 | 2006-06-14 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $47.99 | $51.03 | 6.27% | Stop |
| 2006-04-10 | 2006-05-03 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2005-11-30 | 2006-04-10 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $46.33 | $44.54 | -3.91% | Stop |
| 2006-03-17 | 2006-04-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $46.30 | $45.35 | -2.10% | Signal |
| 2005-10-18 | 2006-03-17 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.02 | 1.70% | Interest Income |
| 2005-12-06 | 2006-01-11 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.38% | Interest Income |
| 2005-11-30 | 2006-01-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $46.33 | $47.54 | 2.57% | Signal |
| 2005-11-18 | 2005-12-13 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2005-07-20 | 2005-12-06 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $50.17 | $52.12 | 3.83% | Signal |
| 2005-11-07 | 2005-11-30 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2005-11-07 | 2005-11-30 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2005-07-18 | 2005-11-18 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $41.35 | $42.42 | 2.53% | Signal |
| 2004-10-27 | 2005-11-07 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $43.91 | $45.41 | 3.35% | Stop |
| 2004-07-26 | 2005-11-07 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $40.96 | $45.41 | 10.80% | Stop |
| 2004-08-06 | 2005-10-18 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $41.88 | $46.21 | 10.28% | Signal |
| 2005-04-22 | 2005-07-20 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 0.72% | Interest Income |
| 2005-05-06 | 2005-07-18 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.01 | 0.58% | Interest Income |
| 2004-11-04 | 2005-05-06 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $37.56 | $39.15 | 4.20% | Signal |
| 2004-11-02 | 2005-04-22 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $43.97 | $44.93 | 2.15% | Signal |
| 2004-10-20 | 2004-12-15 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2004-10-01 | 2004-12-02 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2004-06-09 | 2004-11-04 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2004-06-10 | 2004-11-02 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 0.61% | Interest Income |
| 2004-09-02 | 2004-10-27 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2003-06-17 | 2004-10-20 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $31.75 | $36.06 | 13.53% | Signal |
| 2004-08-31 | 2004-10-01 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $40.70 | $42.95 | 5.50% | Signal |
| 2004-07-26 | 2004-09-02 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 6.67% | $40.96 | $42.52 | 3.75% | Signal |
| 2004-08-09 | 2004-08-31 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2003-06-02 | 2004-08-09 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $32.73 | $38.86 | 18.67% | Stop |
| 2004-07-22 | 2004-08-06 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2004-07-22 | 2004-07-26 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2004-07-22 | 2004-07-26 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2003-05-20 | 2004-06-10 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $30.15 | $42.51 | 40.93% | Signal |
| 2003-06-17 | 2004-06-09 | VTI (Vanguard Total Stock Market Index Fund ETF) | Completed | 8.33% | $31.75 | $36.96 | 16.38% | Signal |
| 2003-06-13 | 2003-09-05 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2003-06-13 | 2003-06-17 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2003-06-13 | 2003-06-17 | CASH (CASH) | Interest | 8.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2002-09-11 | 2003-06-02 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 0.91% | Interest Income |
| 2002-05-24 | 2003-06-02 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 1.41% | Interest Income |
| 2003-03-13 | 2003-05-20 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2003-01-09 | 2003-03-13 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $28.69 | $25.74 | -10.33% | Stop |
| 2002-07-05 | 2003-01-09 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2002-07-29 | 2002-09-11 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $28.58 | $29.20 | 2.12% | Signal |
| 2002-07-05 | 2002-07-29 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2002-05-29 | 2002-07-05 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $35.64 | $31.44 | -11.81% | Stop |
| 2002-05-29 | 2002-07-05 | IWM (iShares Russell 2000 ETF) | Completed | 6.67% | $35.64 | $31.44 | -11.81% | Stop |
| 2002-05-24 | 2002-05-29 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2002-05-24 | 2002-05-29 | CASH (CASH) | Interest | 6.67% | $1.00 | $1.00 | 0.01% | Interest Income |