Rebalance 08/18/2025

Link to free Research Group:

https://www.portfolio123.com/app/group/317

Link to Individual Portfolio Strategies

https://www.portfolio123.com/app/opener/PTF/?cat=G317

Link to Simulated Strategy Books (= Portfolio of Strategies!)

A strategy book is a portfolio of different strategies and (potentially) ETFs.

https://www.portfolio123.com/app/opener/BOOKSIM/?cat=G317

Link to corresponding Live Strategy Books (= Portfolio of Strategies!)

https://www.portfolio123.com/app/opener/BOOK/?cat=G317

Beat Inflation the Lazy way! —> But Do not forget to rebalance your ETF Portfolios!!!

https://www.portfolio123.com/port_summary.jsp?portid=1863447

Now what I want to point out here —> above is the ETF Strategy which REBALANCES (!) every 4 Weeks.

Same (!) ETF Strategy with a rebalance every 52 Weeks —>

So even with ETF Strategies, Portfolio123.com is doing a great job in terms of estimating the optimal rebalance frequency!

If you “save as” the above simulated strategy into a live strategy…

and then connect to a trade account (which is connected to your Tradier or Interactive Brokers Account) you will get a weekly rebalance notification and with one click of a button you will keep the weights you specified (which is important for volatility management!).

Rebalance 08/18/2025

Wait until the rebalance is through about 1-2 hours before the market opens on Monday!

Beat the S&P 500 Young Investors: Out of sample live trading since October 2024

https://www.portfolio123.com/port_summary.jsp?portid=1854360

1 Year:

Corresponding Live Book

https://www.portfolio123.com/port_summary.jsp?portid=1854362

Beat the S&P 500 (hedged) OOS about October 2024

https://www.portfolio123.com/port_summary.jsp?portid=1814216

Last two years —>

Corresponding Live Book

https://www.portfolio123.com/port_summary.jsp?portid=1854426

One Portfolio of Free P123 Strategies

https://www.portfolio123.com/port_summary.jsp?portid=1853788

Corresponding Live Book

https://www.portfolio123.com/port_summary.jsp?portid=1854427

One Portfolio of Free P123 Strategies - Hedged

https://www.portfolio123.com/port_summary.jsp?portid=1854582

Corresponding Live Book

https://www.portfolio123.com/port_summary.jsp?portid=1854584

Video on how to auto trade the shared Live Books via Portfolio123.com / Interactive Brokers Pro or Tradier —>

All right, have a great week!

Best Regards

Andreas