The Autopilot
Performance since launch
Backtest volatility
About this strategy
A fixed 60/20/20 US stock, international, and bond starter portfolio that invests contributions and rebalances back to target weekly.
How it works
- Agent triggers
Triggered weekly on Monday at 10:45 AM. It follows a strict schedule to maintain the portfolio's target allocation.
- Computes its signals
It evaluates the current positions and contributions, ensuring they align with its fixed allocation to US stocks, international stocks, and bonds.
- Sets the target portfolio
The target portfolio consists of three funds: US stocks, international stocks, and bonds. Each week, it realigns the mix by trimming drift and investing new contributions.
- Executes orders
Your account trades toward the target, selling what has appreciated before buying what has lagged, inside the platform's risk rails: stop-loss and daily loss limits you control.
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Backtests
* Backtest figures are simulated based on historical market data. Past performance is not indicative of future results.