Strategy lab
Investing Strategies, Simulated Side by Side
Several classic investing strategies, each opened on the same day and run forward by a fixed, published rule over real prices. Watch how they diverge over time — and use the calculator behind each one. Simulated and educational, not advice.
Important: these are simulated strategies
This is a simulated paper portfolio. No real money is invested and no trades are executed. All holdings, orders, and values are hypothetical and for educational illustration only. Hypothetical and past performance do not indicate or guarantee future results. Figures do not include fees, taxes, commissions, or slippage; real-world results would be lower. This is general, impersonal information, not investment advice, not a recommendation, and not an offer or solicitation to buy or sell any security; it creates no advisory relationship.
Data notice: Market data may be delayed, incomplete, or unavailable for some securities. Metrics are provided for informational purposes only.
Last updated:
Prices: Free public market data, valued at the last available close and refreshed on each daily deploy; the last known price is carried forward if one cannot be fetched.
Performance, indexed to 100 at open
Each strategy starts at 100 on the open date so they compare like with like; the gap between lines is the relative difference. Toggle strategies in the legend; hover for the date and values.
The strategies
| Strategy | Return | Risk | Apply it (calculator) |
|---|---|---|---|
| Risk-Managed DCA | 0.0% | 3.6/10 | Rebalancing Calculator · DCA Calculator |
| All-Weather Portfolio (Dalio) | 0.0% | 1.46/10 | Rebalancing Calculator · Three-Fund Portfolio Calculator |
| Dividend Growth Portfolio | 0.0% | 1.58/10 | Dividend Calculator · Dividend Reinvestment Calculator |
| Permanent Portfolio (Browne) | 0.0% | 2.11/10 | Rebalancing Calculator · Three-Fund Portfolio Calculator |
| 60/40 Portfolio | 0.0% | 1.38/10 | Rebalancing Calculator · DCA Calculator |
| 100% S&P 500 (DCA) | 0.0% | 1.98/10 | DCA Calculator · CAGR Calculator |
| Three-Fund Portfolio (Boglehead) | 0.0% | 1.89/10 | Three-Fund Portfolio Calculator · Rebalancing Calculator |
Return is hypothetical, measured against the simulated capital invested since the open date; Risk is the portfolio's 0–10 volatility index. Neither is a forecast or a recommendation, and the table does not rank the strategies.
What each strategy is
Risk-Managed DCA · 0.0% · risk 3.6/10
Dollar-cost averaging with risk-managed rebalancing — trims a position when its volatility spikes and lets cash rise. The flagship live portfolio.
Apply it: Rebalancing Calculator · DCA Calculator
All-Weather Portfolio (Dalio) · 0.0% · risk 1.46/10
Ray Dalio's All-Weather mix — light on stocks, heavy on long- and intermediate-term bonds, with gold and commodities — designed to hold up across economic environments. Rebalanced to fixed weights.
Apply it: Rebalancing Calculator · Three-Fund Portfolio Calculator
Dividend Growth Portfolio · 0.0% · risk 1.58/10
An income tilt toward dividend-paying equities — a dividend-growth ETF, a high-yield ETF, and the broad market — rebalanced to fixed weights. Built for growing income, not maximum growth.
Apply it: Dividend Calculator · Dividend Reinvestment Calculator
Permanent Portfolio (Browne) · 0.0% · risk 2.11/10
Harry Browne's Permanent Portfolio — equal 25% in stocks, long-term bonds, gold, and cash — built so one sleeve thrives in each of prosperity, recession, inflation, and deflation. Rebalanced to fixed weights.
Apply it: Rebalancing Calculator · Three-Fund Portfolio Calculator
60/40 Portfolio · 0.0% · risk 1.38/10
The classic balanced portfolio: 60% stocks, 40% bonds, rebalanced to fixed weights. A long-standing benchmark for a moderate risk profile.
Apply it: Rebalancing Calculator · DCA Calculator
100% S&P 500 (DCA) · 0.0% · risk 1.98/10
Dollar-cost averaging entirely into the S&P 500 (VOO). The simplest all-equity benchmark — maximum growth exposure, maximum volatility, no bonds.
Apply it: DCA Calculator · CAGR Calculator
Three-Fund Portfolio (Boglehead) · 0.0% · risk 1.89/10
The classic Boglehead three-fund mix — total US stocks, total international stocks, and total bonds — rebalanced to fixed weights. Broad diversification at very low cost, with no risk tilting.
Apply it: Three-Fund Portfolio Calculator · Rebalancing Calculator
Summary
- Every strategy opened on the same date with the same starting capital, so the chart compares like with like.
- Each is a fixed, published rule replayed over real prices — no discretionary trading and no look-ahead.
- Figures are simulated and hypothetical; the page does not recommend one strategy over another.
Financial disclaimer
This website provides informational content only and is not financial advice. We do not recommend buying or selling securities. Market data may be delayed, incomplete, or inaccurate. Always verify information with official sources before making financial decisions.
FAQ
Are these real portfolios?
No. Each is a simulated, hypothetical portfolio that opened on the same date and is run forward by a fixed, published rule over real prices. No real money is invested.
Which strategy is best?
This page does not pick a winner. Each strategy is a different published rule with different trade-offs; the comparison is educational, not a recommendation.
Why are the lines close together right now?
All strategies opened recently, so they start together and diverge over time. The comparison becomes more informative as the days accumulate.