Academic research project. Hypothetical walk-forward performance — no foreknowledge, not a live track record. Not investment advice, not FCA-authorised, capital at risk.
My Estate by Portfolio Lab

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Portfolio & costs

Blend funds, set weights and rebalancing, and see the result net of broker commission & fees — Interactive Brokers, Hargreaves Lansdown, or your own bespoke costs. Hypothetical, factual.

Final value (net)

£10,015

from £10,000

Net annualised

+0.02%

Volatility

4.5%

Max drawdown

-18.9%

Total costs

£386

0.55%/yr · Hargreaves Lansdown (ISA)

Performance — gross vs net of costs

Hypothetical blended portfolio, rebalanced quarterly, costs as Hargreaves Lansdown (ISA). Past performance is not a guide to the future.

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Hypothetical, illustrative blended performance from historical prices — not a real track record, not advice, not a personal recommendation, not FCA-authorised. Costs are modelled estimates. Capital at risk.