47. Equal weight: 10% in each of 10 classes
Account$98,829
Return−1.17%
vs S&P 500+2.92%
Worst drop−2.05%
What it does
The 1/N rule, studied by DeMiguel, Garlappi and Uppal (2009): the money is split evenly. The paper lists no assets, so the ten classes are our choice: US large and small stocks, foreign, emerging, real estate, bonds, TIPS, cash, gold, commodities.
Account value
Equal weight: 10% in each of 10 classesS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| AGG | 104 | $96.55 | $10,041 | 10.16% |
| BIL | 108 | $91.46 | $9,878 | 9.99% |
| DBC | 296 | $31.54 | $9,336 | 9.45% |
| EEM | 160 | $59.33 | $9,493 | 9.61% |
| EFA | 96 | $101.89 | $9,781 | 9.90% |
| GLD | 26 | $372.52 | $9,686 | 9.80% |
| IWM | 36 | $273.67 | $9,852 | 9.97% |
| SPY | 13 | $735.29 | $9,559 | 9.67% |
| TIP | 94 | $106.27 | $9,989 | 10.11% |
| VNQ | 109 | $95.73 | $10,435 | 10.56% |
| Cash | $780 | 0.79% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | DBC | 296 | $33.71 | $9,978 | $4.99 |
| 2026-10-22 | Buy | EEM | 160 | $62.05 | $9,928 | $4.96 |
| 2026-10-22 | Buy | VNQ | 109 | $91.54 | $9,978 | $4.99 |
| 2026-10-22 | Buy | BIL | 108 | $91.61 | $9,894 | $4.95 |
| 2026-10-22 | Buy | AGG | 104 | $95.69 | $9,952 | $4.98 |
| 2026-10-22 | Buy | EFA | 96 | $103.26 | $9,913 | $4.96 |
| 2026-10-22 | Buy | TIP | 94 | $105.96 | $9,960 | $4.98 |
| 2026-10-22 | Buy | IWM | 36 | $274.81 | $9,893 | $4.95 |
| 2026-10-22 | Buy | GLD | 26 | $373.54 | $9,712 | $4.86 |
| 2026-10-22 | Buy | SPY | 13 | $766.37 | $9,963 | $4.98 |