ETF Monthly Rotation
Performance report · monthly rebalance · alpaca
View research →
Equity
$97,785.46
from $97,325
Rebalances
4
12 trades · 3.0/run
Equity History
| Date | Equity |
|---|
| 2026-10-15 | $97,785.46 |
| 2026-10-14 | $97,729.96 |
| 2026-10-13 | $99,483.23 |
| 2026-10-12 | $99,859.93 |
| 2026-10-09 | $100,742.86 |
| 2026-10-08 | $99,895.06 |
| 2026-10-07 | $100,985.00 |
| 2026-10-06 | $101,241.83 |
| 2026-10-05 | $100,759.98 |
| 2026-10-02 | $100,479.47 |
| 2026-10-01 | $99,896.76 |
| 2026-09-30 | $99,246.21 |
| 2026-09-29 | $99,467.98 |
| 2026-09-28 | $99,405.66 |
| 2026-09-25 | $100,439.06 |
| 2026-09-24 | $99,870.71 |
| 2026-09-23 | $99,866.59 |
| 2026-09-22 | $100,589.63 |
| 2026-09-21 | $100,321.98 |
| 2026-09-18 | $98,833.83 |
| 2026-09-17 | $98,510.40 |
| 2026-09-16 | $96,980.05 |
| 2026-09-15 | $97,465.59 |
| 2026-09-14 | $97,879.80 |
| 2026-09-11 | $99,125.67 |
| 2026-09-10 | $98,118.85 |
| 2026-09-09 | $99,296.03 |
| 2026-09-08 | $99,389.19 |
| 2026-09-07 | $99,566.63 |
| 2026-09-04 | $99,538.04 |
| 2026-09-03 | $98,876.21 |
| 2026-09-02 | $98,024.70 |
| 2026-09-01 | $97,447.01 |
| 2026-08-31 | $98,397.79 |
| 2026-08-28 | $98,391.22 |
| 2026-08-27 | $98,828.84 |
| 2026-08-26 | $99,039.83 |
| 2026-08-25 | $98,464.76 |
| 2026-08-24 | $98,037.37 |
| 2026-08-21 | $98,926.93 |
| 2026-08-20 | $98,644.79 |
| 2026-08-19 | $98,821.82 |
| 2026-08-18 | $99,351.95 |
| 2026-08-17 | $101,132.08 |
| 2026-08-14 | $100,848.18 |
| 2026-08-13 | $100,702.13 |
| 2026-08-12 | $99,815.24 |
| 2026-08-11 | $98,780.10 |
| 2026-08-10 | $98,821.16 |
| 2026-08-07 | $99,182.37 |
| 2026-08-06 | $98,396.81 |
| 2026-08-05 | $98,779.25 |
| 2026-08-04 | $99,136.67 |
| 2026-08-03 | $96,973.55 |
| 2026-07-31 | $95,473.76 |
| 2026-07-30 | $95,708.81 |
| 2026-07-29 | $92,714.26 |
| 2026-07-28 | $95,115.06 |
| 2026-07-27 | $96,197.29 |
| 2026-07-24 | $96,356.12 |
| 2026-07-23 | $97,471.89 |
| 2026-07-22 | $97,762.13 |
| 2026-07-21 | $97,649.52 |
| 2026-07-20 | $95,294.30 |
| 2026-07-17 | $95,691.41 |
| 2026-07-16 | $96,020.23 |
| 2026-07-15 | $97,265.00 |
| 2026-07-14 | $98,355.43 |
| 2026-07-13 | $97,416.31 |
| 2026-07-10 | $98,705.72 |
| 2026-07-09 | $98,593.65 |
| 2026-07-08 | $96,906.82 |
| 2026-07-07 | $96,795.07 |
| 2026-07-06 | $98,326.08 |
| 2026-07-04 | $97,324.91 |
Recent Rebalances
| Date | Equity | Trades | Rationale |
|---|
| 2026-10-01T14:30:06 |
$98,810.58 |
3 |
Core 40% in SPY. Tilt leaders: VLUE, MTUM. |
| 2026-09-01T14:30:05 |
$97,631.99 |
3 |
Core 40% in SPY. Tilt leaders: VLUE, MTUM. |
| 2026-08-03T14:30:05 |
$96,115.80 |
3 |
Core 40% in SPY. Tilt leaders: VLUE, MTUM. |
| 2026-07-04T13:12:36 |
$97,324.91 |
3 |
Core 40% in SPY. Tilt leaders: VLUE, MTUM. |