TrendNalysis Portfolio
A TrendNalysis example portfolio that shows how spreading across sectors and hedging can shape risk and return. Explore it free, then run this kind of analytics on your own holdings with Pro. Educational, not investment advice.
This is the TrendNalysis example portfolio.
It shows how diversification across sectors and hedging can shape risk. Want this on your own holdings? Pro turns your portfolio into the same kind of analytics in My Desk.
Model Portfolio Snapshot Live view of the same portfolio detailed in the ledger below
Holdings Value (live)
$10,000
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Day P&L ($)
$0
0%
Diversification Score
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Higher = more diversified
Sector Leaders
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Hedge Cost
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Hedge P&L
-
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Net P&L (Hedged)
-
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Protection Level
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| Ticker | Sector | Shares | Avg Cost | Price | Market Value | P&L | Weight | Acquired |
|---|
Sector Allocation
Diversification Analysis
Model Portfolio Ledger Every trade, from a real 5-year backtest of the rules
This example starts with $10,000 and runs a disciplined rule set over real prices: equal weight to start, a monthly rebalance that trims winners and tops up laggards, a 25% trailing stop on every holding, and a market hedge that switches on when stocks get stretched to the downside. Nothing here is hand-picked. Every position, cash balance, acquisition date, and trade on this page is the genuine output of those rules.
Trade Journal
| Date | Action | Ticker | Qty | Price | Amount | P&L | Reason |
|---|
Portfolio Risk Analytics
Performance & Risk Metrics (6-Month Lookback vs SPY Benchmark)
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Market Risk Dashboard
Market Status: Fetching live data from Yahoo Finance...
SPY
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VIX
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QQQ
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IWM
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Downside Risk Signals (11)
Downside Risk Score
0
Bull Market
Hedge Backtest Last 5 years, the system's own rules
A backtest of the hedge running its own rules over the last five years of real prices: it buys a protective SPY put when the market turns down and closes it when statistically oversold, at a profit target, or at expiry. A hedge is insurance, so it costs a small premium over time and reduces drawdowns. It does not add return. Here is what it actually did.
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Portfolio, no hedge
Portfolio with the hedge
Hedge Position Tracker
Simulated Hedge Performance
Portfolio P&L (Today)
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Hedge P&L (Today)
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Net P&L (With Hedge)
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Hedge Effectiveness
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Monte Carlo Portfolio Simulation
About This Simulation
This Monte Carlo analysis runs 500 simulated 30-day forward paths using historical daily returns
from the last 6 months of market data. The spaghetti plot shows the distribution of possible outcomes,
with percentile bands marking probable ranges. This helps you understand downside tail risk and
the benefit of hedging.
30-Day Forward Paths (Unhedged vs Hedged)
P5 Outcome
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P25 Outcome
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P50 (Median)
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P75 Outcome
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P95 Outcome
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Prob of >5% Loss
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Educational only. Not financial advice. This is an example portfolio for education. Options and hedging analysis is theoretical and assumes ideal conditions. Market data from Yahoo Finance may be delayed. Past performance does not guarantee future results.