محفظة المالك، والاختبار الرجعي للقواعد، ومؤشر S&P 500
لوحة واحدة يوضَّح فيها كل رقم بما يقيسه فعليًا.
What each line is
- Owner portfolio
- Self-reported and not independently verified. One person's own account, 2026-01-01 to 2026-07-30. From 2026-07-30 onward the line is not a brokerage balance at all — it is a modelled continuation that moves only when a published case resolves. Treat the join at 2026-07-30 as the point where reporting stops and modelling begins.
- Rules backtest
- Simulated. Nobody traded this money. Covers 2003-08-01 → 2026-06-30. No transaction costs, no slippage, every fill assumed at the recorded price. It cannot account for filing delay or for everyone acting on the same public information at once.
- S&P 500 (SPY)
- Adjusted-close index performance over the same period shown. A reference line only — it is not something this site produced.
These three are kept separate deliberately. Past results, reported or simulated, do not indicate future results. How each number is produced →
How to read the chart: the lime line reconstructs the owner portfolio path from dated closed-trade results and dividends in the supplied Trading 212 export, normalized to the owner-reported 85.0% YTD result on 2026-07-30. It is not a daily brokerage equity curve. New bot signals are added as markers. Open signals do not change performance; after a signal resolves, its published model-allocation percentage multiplied by its percentage gain or loss updates the continuation. Signals without a published allocation remain markers only. The blue line is SPY. Not financial advice. Trade at your own risk.