Global Momentum Growth (Advanced)
A high-conviction strategy balancing Nasdaq-100 growth and international equity leadership with long-term Treasury protection. Dynamically rotates exposure to capture global momentum while utilizing Treasuries as a tactical volatility hedge.
MODEL PORTFOLIO PERFORMANCE HISTORY
2026-08-21
Executive Summary
The Global Momentum Growth (Advanced) model portfolio provides research-grade current exposure tracking and performance analysis. It achieved an inception-to-date Compound Annual Growth Rate (CAGR) of 8.41% with a Maximum Drawdown of -12.52%. Focusing on the most recent 5-year window, the portfolio maintained a CAGR of 7.00%. The model aggregates 181 completed trades with a Sharpe Ratio of 0.97.
🛡️ Global Momentum Growth (Advanced) Drawdown Shield & Downside Protection
Why Drawdown Dictates Longevity →Peak Drawdown Defense
-12.5% (vs -31.2% B&H)
+18.7% shallower drawdown
Downside Efficiency
1.26 Sortino
+0.10 vs 1.16 B&H
Capital Sheltered from Risk
31.5% of Time
Earning Treasury yield during downturns
* Drawdown Shield demonstrates how systematic trend-following bounded historical drawdowns and protected principal capital compared to passive Buy & Hold.
📊 Portfolio Performance Summary
| Metric | 1Y | 5Y | 10Y | Full | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| Max Drawdown | -6.45% | -8.17% | -12.52% | -31.18% | -12.52% | -31.18% | -12.52% | -31.18% |
| Sharpe Ratio | 1.38 | 1.30 | 0.77 | 0.40 | 1.03 | 0.73 | 0.97 | 0.88 |
| Sortino Ratio | 2.03 | 1.93 | 1.03 | 0.61 | 1.33 | 0.95 | 1.26 | 1.16 |
| CAGR | 17.43% | 18.02% | 7.00% | 5.78% | 9.33% | 9.87% | 8.41% | 10.97% |
| % Time Invested | 79.2% | 100.0% | 58.4% | 100.0% | 66.6% | 100.0% | 68.5% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 7.8 | 0.0 | 9.8 | 0.0 | 10.6 | 0.0 |
Active Portfolio Composition
| Ticker | Description & Strategy | Style | Max Weight | Current Exposure | Last Action |
|---|---|---|---|---|---|
| QQQ | Invesco QQQ Trust Series 1 Excess Return MMA | Investing | 33% | 33% | Invested: Buy 2026-04-10 |
| VEA | Vanguard FTSE Developed Markets ETF Excess Return MMA | Investing | 33% | 33% | Invested: Buy 2025-05-23 |
| TLT | iShares 20+ Year Treasury Bond ETF Excess Return MMA | Investing | 34% | 22.7% | Partial (66%): Buy 2026-06-01 |
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 | ||||||||
| 2026-02-05 | 2026-06-01 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.01 | 1.14% | Interest Income |
| 2024-10-11 | 2026-06-01 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.07 | 6.76% | Interest Income |
| 2025-11-21 | 2026-05-12 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $86.66 | $84.20 | -2.88% | Signal |
| 2026-03-17 | 2026-04-10 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2025-07-08 | 2026-03-17 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $550.73 | $601.72 | 9.20% | Signal |
| 2025-09-29 | 2026-02-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $85.71 | $84.99 | -0.89% | Signal |
| 2025-02-12 | 2025-11-21 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.03 | 3.29% | Interest Income |
| 2024-12-12 | 2025-09-29 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.03 | 3.37% | Interest Income |
| 2025-08-14 | 2025-09-08 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-05-01 | 2025-08-14 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $480.55 | $575.51 | 19.70% | Signal |
| 2025-04-04 | 2025-07-08 | CASH (CASH) | Interest | 11% | $1.00 | $1.01 | 1.08% | Interest Income |
| 2025-02-26 | 2025-05-23 | CASH (CASH) | Interest | 11% | $1.00 | $1.01 | 1.03% | Interest Income |
| 2025-04-08 | 2025-05-01 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-08 | 2025-05-01 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-04 | 2025-04-29 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-02 | 2025-04-08 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $463.37 | $435.57 | -6.05% | Stop |
| 2025-03-26 | 2025-04-08 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $50.25 | $45.82 | -8.85% | Stop |
| 2025-04-02 | 2025-04-04 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $463.37 | $435.55 | -6.05% | Signal |
| 2023-01-18 | 2025-04-04 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $277.44 | $435.55 | 56.91% | Stop |
| 2025-03-11 | 2025-04-02 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-11 | 2025-04-02 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-12-19 | 2025-03-26 | CASH (CASH) | Interest | 11% | $1.00 | $1.01 | 1.08% | Interest Income |
| 2024-08-28 | 2025-03-11 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $471.35 | $468.86 | -0.58% | Stop |
| 2024-08-28 | 2025-03-11 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $471.35 | $468.86 | -0.58% | Stop |
| 2023-12-15 | 2025-02-26 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $43.46 | $49.63 | 14.14% | Signal |
| 2025-01-21 | 2025-02-12 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $81.95 | $81.68 | -0.38% | Signal |
| 2024-12-24 | 2025-01-21 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-11-04 | 2024-12-24 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $85.41 | $81.16 | -5.03% | Stop |
| 2023-12-15 | 2024-12-19 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $43.46 | $46.00 | 5.78% | Signal |
| 2024-11-04 | 2024-12-12 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $85.41 | $85.11 | -0.40% | Signal |
| 2024-10-11 | 2024-11-04 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2024-10-11 | 2024-11-04 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2024-08-05 | 2024-10-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $91.37 | $86.23 | -5.67% | Stop |
| 2024-08-05 | 2024-10-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $91.37 | $86.23 | -5.67% | Stop |
| 2024-08-05 | 2024-10-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $91.37 | $86.23 | -5.67% | Stop |
| 2024-08-06 | 2024-08-28 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2024-08-06 | 2024-08-28 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.33% | Interest Income |
| 2023-12-21 | 2024-08-06 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $401.45 | $432.69 | 7.73% | Stop |
| 2023-01-18 | 2024-08-06 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $277.44 | $432.69 | 55.88% | Stop |
| 2024-06-11 | 2024-08-05 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2024-05-07 | 2024-08-05 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.01 | 1.29% | Interest Income |
| 2021-08-18 | 2024-08-05 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.11 | 10.85% | Interest Income |
| 2024-05-31 | 2024-06-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $82.11 | $82.89 | 0.90% | Signal |
| 2022-03-15 | 2024-05-31 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.10 | 9.75% | Interest Income |
| 2024-05-03 | 2024-05-07 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $81.61 | $82.49 | 1.03% | Signal |
| 2024-04-11 | 2024-05-03 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2024-01-26 | 2024-04-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $84.13 | $81.73 | -2.89% | Stop |
| 2023-05-23 | 2024-01-26 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.04 | 3.68% | Interest Income |
| 2023-11-13 | 2023-12-21 | CASH (CASH) | Interest | 11% | $1.00 | $1.01 | 0.57% | Interest Income |
| 2023-11-17 | 2023-12-15 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.40% | Interest Income |
| 2023-09-22 | 2023-12-15 | CASH (CASH) | Interest | 11% | $1.00 | $1.01 | 1.27% | Interest Income |
| 2023-03-14 | 2023-11-27 | CASH (CASH) | Interest | 11% | $1.00 | $1.04 | 3.78% | Interest Income |
| 2023-04-05 | 2023-11-17 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $40.86 | $41.55 | 1.65% | Signal |
| 2023-01-18 | 2023-11-13 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $277.44 | $370.86 | 33.60% | Signal |
| 2023-01-03 | 2023-09-22 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $38.12 | $40.91 | 7.28% | Signal |
| 2023-02-15 | 2023-05-23 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $89.86 | $87.81 | -2.33% | Stop |
| 2023-03-14 | 2023-04-05 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2023-01-18 | 2023-03-14 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $41.06 | $39.30 | -4.32% | Stop |
| 2023-01-18 | 2023-03-14 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $41.06 | $39.30 | -4.32% | Stop |
| 2021-12-29 | 2023-02-15 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.03 | 2.64% | Interest Income |
| 2022-10-28 | 2023-01-18 | CASH (CASH) | Interest | 11% | $1.00 | $1.01 | 0.93% | Interest Income |
| 2022-10-19 | 2023-01-18 | CASH (CASH) | Interest | 11% | $1.00 | $1.01 | 1.04% | Interest Income |
| 2022-09-07 | 2023-01-18 | CASH (CASH) | Interest | 11% | $1.00 | $1.01 | 1.44% | Interest Income |
| 2022-04-26 | 2023-01-18 | CASH (CASH) | Interest | 11% | $1.00 | $1.02 | 2.14% | Interest Income |
| 2022-03-03 | 2023-01-18 | CASH (CASH) | Interest | 11% | $1.00 | $1.02 | 2.23% | Interest Income |
| 2022-01-19 | 2023-01-03 | CASH (CASH) | Interest | 11% | $1.00 | $1.02 | 2.07% | Interest Income |
| 2022-10-12 | 2022-10-28 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $257.51 | $266.14 | 3.30% | Signal |
| 2022-10-17 | 2022-10-19 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $260.87 | $263.89 | 1.11% | Signal |
| 2022-09-23 | 2022-10-17 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2022-03-02 | 2022-10-12 | CASH (CASH) | Interest | 11% | $1.00 | $1.01 | 1.10% | Interest Income |
| 2022-05-25 | 2022-09-23 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $278.28 | $271.34 | -2.54% | Stop |
| 2022-07-11 | 2022-09-07 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $35.66 | $34.69 | -2.78% | Signal |
| 2022-06-15 | 2022-07-11 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2022-03-30 | 2022-06-15 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $42.69 | $36.41 | -14.75% | Stop |
| 2022-05-03 | 2022-05-25 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2022-02-16 | 2022-05-03 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $344.20 | $310.22 | -9.92% | Stop |
| 2022-02-16 | 2022-04-26 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $344.20 | $318.96 | -7.38% | Stop |
| 2022-03-08 | 2022-03-30 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2022-01-28 | 2022-03-15 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $120.16 | $112.66 | -6.29% | Stop |
| 2020-04-01 | 2022-03-08 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $26.74 | $38.84 | 45.19% | Stop |
| 2020-10-02 | 2022-03-03 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $34.05 | $41.30 | 21.25% | Signal |
| 2022-02-16 | 2022-03-02 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $344.20 | $333.75 | -3.08% | Signal |
| 2022-01-25 | 2022-02-16 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2022-01-25 | 2022-02-16 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2022-01-25 | 2022-02-16 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2022-01-05 | 2022-01-28 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-10-13 | 2022-01-25 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $286.43 | $337.24 | 17.68% | Stop |
| 2020-10-13 | 2022-01-25 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $286.43 | $337.24 | 17.68% | Stop |
| 2020-03-24 | 2022-01-25 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $173.56 | $337.24 | 94.21% | Stop |
| 2022-01-12 | 2022-01-19 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $44.98 | $44.31 | -1.54% | Signal |
| 2021-12-03 | 2022-01-12 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2021-07-08 | 2022-01-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $124.97 | $121.89 | -2.52% | Stop |
| 2021-07-08 | 2021-12-29 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $124.97 | $124.23 | -0.64% | Signal |
| 2020-07-02 | 2021-12-03 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $32.90 | $43.22 | 31.31% | Signal |
| 2021-03-01 | 2021-08-18 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $117.42 | $124.98 | 6.39% | Signal |
| 2021-01-20 | 2021-07-08 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2020-11-02 | 2021-07-08 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2021-02-04 | 2021-03-01 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2020-10-29 | 2021-02-04 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $133.44 | $124.36 | -6.85% | Stop |
| 2020-10-29 | 2021-01-20 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $133.44 | $126.58 | -5.19% | Signal |
| 2020-10-29 | 2020-11-02 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $133.44 | $131.89 | -1.21% | Signal |
| 2020-10-07 | 2020-10-29 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-10-07 | 2020-10-29 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-10-07 | 2020-10-29 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-09-21 | 2020-10-13 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-09-21 | 2020-10-13 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-06-29 | 2020-10-07 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $136.25 | $132.46 | -2.83% | Stop |
| 2020-06-29 | 2020-10-07 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $136.25 | $132.46 | -2.83% | Stop |
| 2020-06-29 | 2020-10-07 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $136.25 | $132.46 | -2.83% | Stop |
| 2020-04-30 | 2020-10-02 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-06-16 | 2020-09-21 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $235.18 | $253.65 | 7.80% | Stop |
| 2020-03-23 | 2020-09-21 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $164.89 | $253.65 | 53.75% | Stop |
| 2020-03-26 | 2020-07-02 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2020-06-05 | 2020-06-29 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-06-05 | 2020-06-29 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-06-05 | 2020-06-29 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-05-06 | 2020-06-16 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2020-04-03 | 2020-06-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $138.95 | $127.79 | -8.08% | Stop |
| 2020-04-03 | 2020-06-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $138.95 | $127.79 | -8.08% | Stop |
| 2020-04-03 | 2020-06-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $138.95 | $127.79 | -8.08% | Stop |
| 2020-03-23 | 2020-05-06 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $164.89 | $211.66 | 28.30% | Signal |
| 2020-03-24 | 2020-04-30 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $25.62 | $29.81 | 16.29% | Signal |
| 2020-03-12 | 2020-04-03 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-12 | 2020-04-03 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-12 | 2020-04-03 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-10 | 2020-04-01 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2020-03-24 | 2020-03-26 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $25.62 | $27.10 | 5.74% | Signal |
| 2020-03-02 | 2020-03-24 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2020-03-02 | 2020-03-24 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2020-03-02 | 2020-03-24 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2020-02-28 | 2020-03-23 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2020-02-28 | 2020-03-23 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2020-02-27 | 2020-03-12 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $125.51 | $134.60 | 7.18% | Stop |
| 2019-12-03 | 2020-03-12 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $114.73 | $134.60 | 17.25% | Stop |
| 2019-12-03 | 2020-03-12 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $114.73 | $134.60 | 17.25% | Stop |
| 2019-09-13 | 2020-03-10 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $33.92 | $30.88 | -9.01% | Stop |
| 2019-09-13 | 2020-03-02 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $33.92 | $32.51 | -4.21% | Stop |
| 2019-07-01 | 2020-03-02 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $34.19 | $32.51 | -4.99% | Stop |
| 2019-01-11 | 2020-03-02 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $153.08 | $201.08 | 31.29% | Stop |
| 2019-06-18 | 2020-02-28 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $177.83 | $191.22 | 7.48% | Stop |
| 2019-03-27 | 2020-02-28 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $171.53 | $191.22 | 11.43% | Stop |
| 2020-01-14 | 2020-02-27 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2019-12-03 | 2020-01-14 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $114.73 | $113.39 | -1.22% | Signal |
| 2019-11-08 | 2019-12-03 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2019-11-08 | 2019-12-03 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2019-11-08 | 2019-12-03 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2019-10-08 | 2019-11-08 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $119.06 | $110.54 | -7.20% | Stop |
| 2019-10-08 | 2019-11-08 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $119.06 | $110.54 | -7.20% | Stop |
| 2019-10-08 | 2019-11-08 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $119.06 | $110.54 | -7.20% | Stop |
| 2019-09-16 | 2019-10-08 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2019-09-16 | 2019-10-08 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2019-09-16 | 2019-10-08 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2018-12-11 | 2019-09-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $95.16 | $112.38 | 18.04% | Stop |
| 2018-12-11 | 2019-09-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $95.16 | $112.38 | 18.04% | Stop |
| 2018-12-11 | 2019-09-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $95.16 | $112.38 | 18.04% | Stop |
| 2019-08-12 | 2019-09-13 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2019-02-26 | 2019-09-13 | CASH (CASH) | Interest | 11% | $1.00 | $1.01 | 1.24% | Interest Income |
| 2019-03-27 | 2019-08-12 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $32.83 | $32.25 | -1.84% | Signal |
| 2018-10-12 | 2019-07-01 | CASH (CASH) | Interest | 11% | $1.00 | $1.02 | 1.68% | Interest Income |
| 2019-05-14 | 2019-06-18 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2019-04-24 | 2019-05-14 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $182.19 | $171.72 | -5.80% | Stop |
| 2019-02-11 | 2019-04-24 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.48% | Interest Income |
| 2018-11-26 | 2019-03-27 | CASH (CASH) | Interest | 11% | $1.00 | $1.01 | 0.78% | Interest Income |
| 2018-10-12 | 2019-03-27 | CASH (CASH) | Interest | 11% | $1.00 | $1.01 | 1.06% | Interest Income |
| 2018-11-15 | 2019-02-26 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $31.20 | $32.77 | 4.98% | Signal |
| 2019-01-17 | 2019-02-11 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $154.51 | $161.52 | 4.48% | Signal |
| 2018-12-24 | 2019-01-17 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2018-12-18 | 2019-01-11 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2018-11-21 | 2018-12-24 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $153.62 | $139.48 | -9.25% | Stop |
| 2016-03-03 | 2018-12-18 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $98.10 | $151.05 | 53.90% | Stop |
| 2018-10-08 | 2018-12-11 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.41% | Interest Income |
| 2018-03-13 | 2018-12-11 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.02 | 1.54% | Interest Income |
| 2018-02-08 | 2018-12-11 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.02 | 1.68% | Interest Income |
| 2018-11-21 | 2018-11-26 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $153.62 | $153.70 | 0.01% | Signal |
| 2018-10-30 | 2018-11-21 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2018-10-30 | 2018-11-21 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2018-10-24 | 2018-11-15 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2016-07-28 | 2018-10-30 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $107.09 | $154.95 | 44.62% | Stop |
| 2016-05-16 | 2018-10-30 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $98.33 | $154.95 | 57.50% | Stop |
| 2017-03-27 | 2018-10-24 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $29.59 | $31.40 | 6.06% | Stop |
| 2018-09-19 | 2018-10-12 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $34.09 | $32.24 | -5.49% | Stop |
| 2018-09-19 | 2018-10-12 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $34.09 | $32.24 | -5.49% | Stop |
| 2018-07-27 | 2018-10-08 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $94.77 | $89.95 | -5.14% | Stop |
| 2018-08-16 | 2018-09-19 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2018-05-01 | 2018-09-19 | CASH (CASH) | Interest | 11% | $1.00 | $1.01 | 0.77% | Interest Income |
| 2016-08-09 | 2018-08-16 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $27.48 | $33.16 | 20.62% | Signal |
| 2018-02-06 | 2018-07-27 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.01 | 0.86% | Interest Income |
| 2017-02-07 | 2018-05-01 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $28.54 | $34.93 | 22.35% | Signal |
| 2018-03-01 | 2018-03-13 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $92.82 | $92.72 | -0.15% | Signal |
| 2018-02-06 | 2018-03-01 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2017-11-07 | 2018-02-08 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $98.12 | $92.30 | -5.97% | Stop |
| 2017-06-05 | 2018-02-06 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $96.08 | $94.19 | -2.02% | Stop |
| 2017-05-11 | 2018-02-06 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $92.11 | $94.19 | 2.20% | Stop |
| 2017-07-24 | 2017-11-07 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.32% | Interest Income |
| 2016-12-06 | 2017-07-24 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $90.61 | $96.70 | 6.66% | Signal |
| 2017-01-12 | 2017-06-05 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2016-11-11 | 2017-05-11 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2016-01-07 | 2017-03-27 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.45% | Interest Income |
| 2016-12-29 | 2017-02-07 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2016-12-06 | 2017-01-12 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $90.61 | $93.48 | 3.12% | Signal |
| 2016-05-11 | 2016-12-29 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $26.58 | $27.44 | 3.18% | Signal |
| 2016-11-11 | 2016-12-06 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2016-11-11 | 2016-12-06 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2016-10-10 | 2016-11-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $100.47 | $93.17 | -7.31% | Stop |
| 2016-10-10 | 2016-11-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $100.47 | $93.17 | -7.31% | Stop |
| 2016-10-10 | 2016-11-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $100.47 | $93.17 | -7.31% | Stop |
| 2016-09-16 | 2016-10-10 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2016-09-16 | 2016-10-10 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2016-09-16 | 2016-10-10 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2016-01-14 | 2016-09-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $92.53 | $101.60 | 9.75% | Stop |
| 2015-10-07 | 2016-09-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $90.72 | $101.60 | 11.94% | Stop |
| 2015-05-28 | 2016-09-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $89.52 | $101.60 | 13.44% | Stop |
| 2015-11-10 | 2016-08-09 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2016-06-27 | 2016-07-28 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2016-06-03 | 2016-06-27 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $102.72 | $96.67 | -5.93% | Stop |
| 2016-05-03 | 2016-06-03 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2016-03-02 | 2016-05-16 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2016-01-07 | 2016-05-11 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2016-03-23 | 2016-05-03 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $100.43 | $98.61 | -1.86% | Signal |
| 2016-01-19 | 2016-03-23 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2016-02-09 | 2016-03-03 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2016-02-10 | 2016-03-02 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $90.41 | $98.04 | 8.39% | Signal |
| 2016-01-19 | 2016-02-10 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2015-09-17 | 2016-02-09 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $98.72 | $88.46 | -10.45% | Stop |
| 2015-12-01 | 2016-01-19 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $105.90 | $94.84 | -10.49% | Stop |
| 2015-09-17 | 2016-01-19 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $98.72 | $94.84 | -3.98% | Stop |
| 2015-09-04 | 2016-01-14 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2015-10-09 | 2016-01-07 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $27.57 | $25.49 | -7.59% | Stop |
| 2015-10-09 | 2016-01-07 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $27.57 | $25.49 | -7.59% | Stop |
| 2015-09-24 | 2015-12-01 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2015-09-17 | 2015-11-10 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $27.01 | $27.14 | 0.44% | Signal |
| 2015-08-25 | 2015-10-09 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-08-21 | 2015-10-09 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-06-04 | 2015-10-07 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2015-09-17 | 2015-09-24 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $98.72 | $95.44 | -3.38% | Signal |
| 2015-08-25 | 2015-09-17 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-08-25 | 2015-09-17 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-08-25 | 2015-09-17 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-08-25 | 2015-09-17 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-05-28 | 2015-09-04 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $89.52 | $90.26 | 0.78% | Signal |
| 2015-04-29 | 2015-08-25 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $29.87 | $27.12 | -9.27% | Stop |
| 2013-02-27 | 2015-08-25 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $59.52 | $94.19 | 58.17% | Stop |
| 2012-12-07 | 2015-08-25 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $22.69 | $27.12 | 19.45% | Stop |
| 2012-02-09 | 2015-08-25 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $55.38 | $94.19 | 70.00% | Stop |
| 2011-09-01 | 2015-08-25 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $48.48 | $94.19 | 94.20% | Stop |
| 2015-03-19 | 2015-08-21 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $28.48 | $27.48 | -3.55% | Signal |
| 2015-05-28 | 2015-06-04 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $89.52 | $86.60 | -3.30% | Signal |
| 2015-05-05 | 2015-05-28 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-05-05 | 2015-05-28 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-05-05 | 2015-05-28 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-03-11 | 2015-05-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $91.88 | $89.78 | -2.34% | Stop |
| 2015-03-11 | 2015-05-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $91.88 | $89.78 | -2.34% | Stop |
| 2015-03-11 | 2015-05-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $91.88 | $89.78 | -2.34% | Stop |
| 2014-12-10 | 2015-04-29 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2014-10-01 | 2015-03-19 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2015-02-17 | 2015-03-11 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-02-17 | 2015-03-11 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2015-02-17 | 2015-03-11 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2014-10-17 | 2015-02-17 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $87.25 | $92.82 | 6.34% | Stop |
| 2014-04-25 | 2015-02-17 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $79.07 | $92.82 | 17.33% | Stop |
| 2014-02-14 | 2015-02-17 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $75.20 | $92.82 | 23.36% | Stop |
| 2014-11-07 | 2014-12-10 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $27.41 | $27.52 | 0.34% | Signal |
| 2014-10-16 | 2014-11-07 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2013-08-20 | 2014-10-17 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2012-11-12 | 2014-10-16 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $21.62 | $25.74 | 19.00% | Stop |
| 2012-09-11 | 2014-10-01 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $21.73 | $27.91 | 28.36% | Signal |
| 2013-03-05 | 2014-04-25 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2013-07-08 | 2014-02-14 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2013-06-20 | 2013-08-20 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $76.49 | $71.40 | -6.70% | Stop |
| 2013-06-17 | 2013-07-08 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $78.75 | $74.12 | -5.93% | Signal |
| 2013-05-29 | 2013-06-20 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2012-11-07 | 2013-06-17 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2013-01-30 | 2013-05-29 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $79.69 | $78.97 | -0.95% | Stop |
| 2013-01-30 | 2013-03-05 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $79.69 | $81.00 | 1.59% | Signal |
| 2012-12-28 | 2013-02-27 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2013-01-07 | 2013-01-30 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2013-01-07 | 2013-01-30 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2012-09-10 | 2013-01-07 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $83.96 | $80.85 | -3.75% | Stop |
| 2012-09-10 | 2013-01-07 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $83.96 | $80.85 | -3.75% | Stop |
| 2012-08-20 | 2012-12-28 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $60.54 | $57.15 | -5.64% | Signal |
| 2012-05-08 | 2012-12-07 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2012-09-19 | 2012-11-12 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-09-10 | 2012-11-07 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $83.96 | $84.31 | 0.37% | Signal |
| 2012-05-16 | 2012-09-19 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $19.83 | $22.41 | 12.97% | Signal |
| 2012-06-19 | 2012-09-11 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2012-08-16 | 2012-09-10 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-08-16 | 2012-09-10 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-08-16 | 2012-09-10 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-07-18 | 2012-08-20 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-06-05 | 2012-08-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $86.69 | $82.78 | -4.56% | Stop |
| 2012-04-05 | 2012-08-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $75.88 | $82.78 | 9.04% | Stop |
| 2012-04-05 | 2012-08-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $75.88 | $82.78 | 9.04% | Stop |
| 2011-11-18 | 2012-07-18 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $49.13 | $56.23 | 14.39% | Signal |
| 2012-06-12 | 2012-06-19 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $19.39 | $19.97 | 2.92% | Signal |
| 2012-05-18 | 2012-06-12 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-03-14 | 2012-06-05 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2012-02-07 | 2012-05-18 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $21.52 | $19.45 | -9.67% | Stop |
| 2011-09-23 | 2012-05-16 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.03% | Interest Income |
| 2011-12-19 | 2012-05-08 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $19.24 | $20.83 | 8.18% | Signal |
| 2012-03-14 | 2012-04-05 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2012-03-14 | 2012-04-05 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2011-11-04 | 2012-03-14 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $76.70 | $75.48 | -1.65% | Stop |
| 2011-11-04 | 2012-03-14 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $76.70 | $75.48 | -1.65% | Stop |
| 2011-11-04 | 2012-03-14 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $76.70 | $75.48 | -1.65% | Stop |
| 2011-10-28 | 2012-02-09 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2011-08-01 | 2012-02-07 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2011-11-25 | 2011-12-19 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-08-30 | 2011-11-25 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $20.75 | $18.43 | -11.23% | Stop |
| 2011-08-05 | 2011-11-18 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-10-13 | 2011-11-04 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-10-13 | 2011-11-04 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-10-13 | 2011-11-04 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-08-31 | 2011-10-28 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $48.57 | $51.49 | 5.97% | Signal |
| 2011-08-04 | 2011-10-13 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $67.31 | $76.05 | 12.92% | Stop |
| 2011-05-18 | 2011-10-13 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $62.64 | $76.05 | 21.34% | Stop |
| 2010-12-09 | 2011-10-13 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $59.78 | $76.05 | 27.15% | Stop |
| 2011-08-29 | 2011-09-23 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $20.83 | $18.29 | -12.21% | Stop |
| 2011-08-10 | 2011-09-01 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-08-09 | 2011-08-31 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-08-08 | 2011-08-30 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2011-08-05 | 2011-08-29 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2010-07-27 | 2011-08-10 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $40.64 | $45.52 | 11.96% | Stop |
| 2010-06-01 | 2011-08-09 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $39.43 | $45.10 | 14.32% | Stop |
| 2010-06-01 | 2011-08-08 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $18.05 | $20.49 | 13.48% | Stop |
| 2010-11-19 | 2011-08-05 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $22.08 | $21.37 | -3.26% | Stop |
| 2010-09-17 | 2011-08-05 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $42.04 | $48.06 | 14.25% | Signal |
| 2011-03-11 | 2011-08-04 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2010-09-16 | 2011-08-01 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $20.66 | $23.53 | 13.84% | Signal |
| 2010-12-16 | 2011-05-18 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2011-01-10 | 2011-03-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $59.33 | $59.38 | 0.04% | Signal |
| 2010-12-16 | 2011-01-10 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-11-09 | 2010-12-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $62.69 | $58.14 | -7.30% | Stop |
| 2010-11-09 | 2010-12-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $62.69 | $58.14 | -7.30% | Stop |
| 2010-11-16 | 2010-12-09 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-06-30 | 2010-11-19 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2010-10-25 | 2010-11-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $64.79 | $60.41 | -6.81% | Stop |
| 2010-10-18 | 2010-11-09 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-10-18 | 2010-11-09 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-03-16 | 2010-10-25 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2010-06-29 | 2010-10-18 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $62.83 | $64.21 | 2.14% | Stop |
| 2010-05-24 | 2010-10-18 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $61.63 | $64.21 | 4.13% | Stop |
| 2010-07-27 | 2010-09-17 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.02% | Interest Income |
| 2010-03-08 | 2010-09-16 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.08% | Interest Income |
| 2010-07-02 | 2010-07-27 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-06-01 | 2010-07-27 | QQQ (Invesco QQQ Trust Series 1) | Completed | 11% | $39.43 | $40.64 | 3.01% | Signal |
| 2010-06-01 | 2010-06-30 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $18.05 | $17.95 | -0.56% | Signal |
| 2009-07-24 | 2010-06-29 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.11% | Interest Income |
| 2010-05-07 | 2010-06-01 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-05-07 | 2010-06-01 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-05-07 | 2010-06-01 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-05-07 | 2010-06-01 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-01-14 | 2010-05-24 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2010-03-08 | 2010-05-07 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $20.83 | $18.84 | -9.59% | Stop |
| 2010-03-03 | 2010-05-07 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $20.32 | $18.84 | -7.34% | Stop |
| 2010-01-06 | 2010-03-16 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $55.50 | $56.12 | 1.06% | Signal |
| 2010-03-03 | 2010-03-08 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $20.32 | $20.83 | 2.44% | Signal |
| 2010-02-01 | 2010-03-08 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-02-08 | 2010-03-03 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2010-02-08 | 2010-03-03 | CASH (CASH) | Interest | 11% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2009-08-06 | 2010-02-08 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $19.21 | $19.16 | -0.36% | Stop |
| 2009-07-21 | 2010-02-08 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $18.06 | $19.16 | 6.03% | Stop |
| 2009-12-30 | 2010-02-01 | VEA (Vanguard FTSE Developed Markets ETF) | Completed | 11% | $20.89 | $20.06 | -4.02% | Stop |
| 2010-01-06 | 2010-01-14 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $55.50 | $55.21 | -0.58% | Signal |
| 2009-12-11 | 2010-01-06 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2009-12-11 | 2010-01-06 | CASH (CASH) | Interest | 11.33% | $1.00 | $1.00 | 0.00% | Interest Income |
| 2009-10-08 | 2009-12-11 | TLT (iShares 20+ Year Treasury Bond ETF) | Completed | 11.33% | $60.77 | $56.33 | -7.35% | Stop |