Updates each week on Monday morning, following the trades at market open.
Portfolio Philosophy
This portfolio directly copies the Allocation Tool on the Allocations page. Every week new capital is allocated to the portfolio according to the percentages on that page. All positions are also adjusted to their appropriate neutral, leveraged, or inverse position. Existing capital is not rebalanced. The new capital is intended to slowly rebalance the portfolio over time.
This page allows subscribers to view the performance of our aggregate portfolio. The portfolio inception date is June 17, 2025.
We are experimenting with applying the FVEr Trading Strategy to five individual companies that have shown to behave well under our FVE algorithm, and have 2x leverage counterparts. These positions are being added incrementally with smaller amounts of capital:
- Microsoft (MSFT) / 2x Microsoft (MSFU)
- Apple (AAPL) / 2x Apple (AAPU)
- Berkshire Hathaway (BRK-B) / 2x Berkshire Hathaway (BRKU)
- Amazon (AMZN) / 2x Amazon (AMZU)
- Costco (COST) / 2x Costco (COTG)
Occasionally, the portfolio will take an allocation to a call or put option.
The portfolio shown below represents FVEr Invest's implementation of the strategy and is provided for informational and educational purposes. Individual investor results will differ based on timing of contributions, execution prices, taxes, fees, account restrictions, and other factors.
Updates each week on Monday morning, following the trades at market open.
Portfolio Philosophy
This portfolio directly copies the Allocation Tool on the Allocations page. Every week new capital is allocated to the portfolio according to the percentages on that page. All positions are also adjusted to their appropriate neutral, leveraged, or inverse position. Existing capital is not rebalanced. The new capital is intended to slowly rebalance the portfolio over time.
This page allows subscribers to view the performance of our aggregate portfolio. The portfolio inception date is June 17, 2025.
We are experimenting with applying the FVEr Trading Strategy to five individual companies that have shown to behave well under our FVE algorithm, and have 2x leverage counterparts. These positions are being added incrementally with smaller amounts of capital:
- Microsoft (MSFT) / 2x Microsoft (MSFU)
- Apple (AAPL) / 2x Apple (AAPU)
- Berkshire Hathaway (BRK-B) / 2x Berkshire Hathaway (BRKU)
- Amazon (AMZN) / 2x Amazon (AMZU)
- Costco (COST) / 2x Costco (COTG)
Occasionally, the portfolio will take an allocation to a call or put option.
The portfolio shown below represents FVEr Invest's implementation of the strategy and is provided for informational and educational purposes. Individual investor results will differ based on timing of contributions, execution prices, taxes, fees, account restrictions, and other factors.
Current TWR
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Peak TWR
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Lowest TWR
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Time-Weighted Return (%)
Time-Weighted Return (TWR) measures the pure growth of our strategy. It eliminates the distortion of cash deposits and withdrawals, showing you exactly how an investment would have performed over time.