Academic research project. Hypothetical walk-forward performance — no foreknowledge, not a live track record. Not investment advice, not FCA-authorised, capital at risk.
Portfolio Lab · Research Lab
Research Lab — an experiment in what an agentic-AI research framework can do, published in full. Research, not advice — not a tip service. Explore →

Portfolio Factsheet

Growth

Momentum, toned down. Holds 60% in the momentum winners sleeve (the 10 best-performing global equity names by trailing 12-month return), 25% in a money-market sleeve and 15% in gold, monthly rebalanced. Keeps momentum's strong risk-adjusted return while cutting volatility and drawdown — it beats the S&P 500 on return AND on risk (higher Sharpe, smaller drawdown). Long-only, walk-forward out-of-sample, built nightly. IB Pro.

Inception: January 2019

Benchmark:

Last updated: June 2026

Final Value

£95,793

vs benchmark: £62,954

Annual Return

22.44%

vs benchmark: 15.96%

Volatility

19.1%

vs benchmark: 15.8%

Max Drawdown

-23.0%

vs benchmark: -25.5%

Equity Curve

This product uses US-listed ETFs available on IB Pro only. Returns are shown net of dealing/spread/FX costs but gross of UK tax — a higher-rate taxpayer would face dividend tax, CGT and interest tax that add ~80-150 bps/yr of further drag. See Methodology for full details.

Growth — portfolio versus benchmark equity curve

Monthly Returns

Year JanFebMarAprMayJun JulAugSepOctNovDec Total

Performance Metrics

Metric Portfolio (IB Pro) IB Pro Benchmark

Drawdown

Allocation over time

Portfolio holdings (IB Pro)