Portfolio Simulator
Customize a strategy's weights, or compare multiple strategies side by side.
Step 1: Choose a Strategy
Step 2: Asset Weights
Step 3: Simulation Options
Rebalancing
Fund expenses
Included deducts each primary ETF's expense ratio. Proxy index history (pre-ETF) is unchanged.
Hypothetical historical performance based on backtested data. Past performance does not guarantee future results. This site is for educational purposes only and does not constitute investment advice. Full disclaimer
Choose a strategy or set your own weights, then run a backtest.
Want to read about a specific strategy first? Browse all strategies →
How to read a backtest
Compare like with like
Use the same start date and rebalancing rule for every strategy in a comparison.
Inspect the path, not only CAGR
Maximum drawdown, recovery time, and withdrawal outcomes show risks a final value can hide.
Check the assumptions
Results use historical data and may include clearly marked proxy history; real results use a fixed 2.8% annual inflation assumption.