My Waterfall Wealth Portfolio
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Performance Analysis *
| Waterfall Algorithm | Buy & Hold |
|---|
Price Chart
Waterfall Algorithm vs Buy & Hold Baseline ($10,000 Initial Investment) *
Waterfall Algorithm Component Analysis ($10,000 Initial Investment)
Financial Metrics
Positions
Sleeves
Sleeves are professionally managed portfolios.
Typical Assets
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Settings
When the algorithm decides to invest less in an asset. If waterfall_right is true, we will try to apply the allocation to other assets in this bucket, flowing to the right. If waterfall_right is false, we will flow down to the next bucket and not allocate to other assets in this bucket.
If True we will purchase fractional shares, which may cause more trading. If "False" we will purchase whole shares only, which may make it difficult in smaller accounts to allocate the correct percentage to holding.
We use the AI algorithm
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