Start with one clear investment rule.
Inspect a recorded example, choose your own stock and bond mix, then run a personal historical simulation without coding.
Free Starter access. No payment method required. Uses one of your three backtests.
Inspect the published example first.
The dated result below belongs to the published example. Your changed settings have not been run and do not change this baseline.
A recorded monitoring update
Rule evaluated: SPY 60.00%, TLT 40.00%; monthly rebalance.
Evaluation date: . This is a retained dated result; check its date before relying on it.
Recorded request: 1 Jul 2005 to 27 Oct 2026; USD 100000 initial model capital. Holdings use the actual evaluation date above. Adjusted close; commission 1 bps and base half-spread 5 bps. Other recorded execution assumptions can also apply.
| Instrument | Model weight | Simulation units |
|---|---|---|
| SPY | 60.31% | 424.714063696606 |
| TLT | 39.66% | 2633.466477617172 |
| Cash | 0.02% | — |
Proposed model changes
No new pending proposals in this verified evaluation. Older rebalance orders are not presented as new changes.
Next monitoring sweep scheduled: Thu 29 Oct 2026, 14:00 (Asia/Singapore). This is a scheduled start; updates appear after data and evaluation checks complete.
These are model positions and proposals. PyInvesting does not connect to a brokerage or execute orders. Backtests do not predict future results.
| Metric | Recorded example | SPY |
|---|---|---|
| Total Returns | 442.0% | 846.7% |
| Annualized Returns | 8.2% | 11.1% |
| Volatility | 10.9% | 19.0% |
| Sharpe | 0.8 | 0.7 |
| Max Drawdown | -31.2% | -55.2% |
| Skewness | -0.1 | -0.0 |
| Kurtosis | 9.7 | 15.3 |
| Semi Deviation | 7.6% | 13.4% |
| Sortino Ratio | 1.1 | 0.9 |
| Calmar Ratio | 0.3 | 0.2 |
The chart uses the same recorded result as the statistics. Zoom changes the visible chart period only.
Inspect the complete published result and its assumptionsYour example portfolio
Return to these target weights each month, subject to the rebalance band.
- SPY US large-company stocks
- 60%
- TLT Long-term US Treasury bonds
- 40%
- Rebalance
- Monthly, 2% band
- Benchmark
- SPY, the stock-only alternative
- Currency and leverage
- USD, 1×
- History
- Available adjusted-price history; free results end one year before the latest data.
A stock-only benchmark has different risk from this mixed portfolio. Compare the drawdowns and holdings as well as the return.
What to check in the result
- Read the actual calculation dates and data coverage.
- Compare returns with the benchmark and inspect the deepest decline.
- Review turnover and costs; taxes, spreads and your own execution can change the outcome.
This is an educational example using a fixed ETF selection, not a recommendation or a forecast. Bonds and stocks can fall together. A backtest does not prove future profitability.
Run it, then inspect the evidence.
Create a free account or sign in to save your result. You will return to this review before anything runs.
Continue with a free accountSave an editable copy of the published strategy