Methodology
Performance backtests
Each backtest uses a genetic algorithm to test combinations of Tikyr valuation and safety rules against historical data, then records the performance of the resulting portfolio.
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How a test runs
Rules are applied to historical data in monthly intervals. Purchases, sales, and portfolio results guide the next set of rule combinations evaluated by the algorithm.
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Reading the chart
Open Rules to inspect a strategy's conditions, then use the Positions panel to follow individual purchases and sales through the chart.
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Investment principles
- Favor high-quality companies that are under- or fairly valued.
- Dollar-cost-average, reinvest dividends, and retain a cash reserve.
- Sell when valuation or company quality crosses the strategy's threshold.
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Known limitations
- Historical universes may omit companies that failed or left tracked indexes.
- Recently added companies can overstate historical gains.
- Rules favor larger companies and may sell weak companies before bankruptcy, but losses remain possible.
For informational purposes only. Data is provided without warranty or guarantee of accuracy. Past performance does not indicate future results; investing involves risk, including possible loss of capital. Seek advice from a licensed financial advisor before making investment decisions.
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