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The Aim Ways Odd-Stats Strategy, created by Italian financial coach Carmine, also known as "Aim Ways", is designed to reduce asset correlation and improve portfolio stability. Named in tribute to the Twitter/X user Odd-Stats it combines stocks for growth, bonds for stability, and gold for risk hedging.
With a 47% allocation to stocks, 43% to bonds, and 10% to commodities, it aims for long-term returns with lower drawdowns, making it suitable for high-risk investors seeking strong returns while managing volatility.
The backtesting period is limited by the inception date of Total International (ex US) Bonds (TOTINTLBONDS.X): Oct 2, 1995.
A quick overview of the assets within the portfolio, its performance and main metrics.
The portfolio consists of 6 asset classes.
| Name / Ticker | Type | Currency | Inception | Weight |
|---|---|---|---|---|
Nasdaq-100 NASDAQ.X | Asset Class | USD | Feb 5, 1971 | 22% |
MSCI USA Minimum Volatility USMINVOL.X | Asset Class | USD | May 31, 1988 | 15% |
US Real Estate (REIT) USREIT.X | Asset Class | USD | Dec 31, 1971 | 10% |
Total International (ex US) Bonds TOTINTLBONDS.X | Asset Class | USD | Oct 2, 1995 | 23% |
Intermediate-Term Treasury MTTREASURY.X | Asset Class | USD | Dec 30, 1870 | 20% |
Gold GOLD.X | Asset Class | USD | Dec 30, 1791 | 10% |
The backtest spans over a period of 30 years. With an annual return of 9.96% for Aim Ways Odd-Stats Strategy, the cumulative return over that period amounts to 1675%.
| Portfolio Score | Aim Ways Odd-Stats Strategy |
|---|---|
| Portfolio Score |
| Returns | Aim Ways Odd-Stats Strategy |
|---|---|
| Month-to-Date | 1.49% |
| Year-to-Date | 1.49% |
| 3M | 3.69% |
| 6M | 8.69% |
| Annualized Return (3Y) | 14.37% |
| Annualized Return (5Y) | 7.99% |
| Annualized Return (10Y) | 9.57% |
| Annualized Return (20Y) | 9.08% |
| Annualized Return (All, 30.3Y) | 9.96% |
| Risk | Aim Ways Odd-Stats Strategy |
|---|---|
| Annual Volatility | 8.29% |
| Max Drawdown | -22.87% |
| Sharpe Ratio | 1.19 |
| Sortino Ratio | 1.73 |
| Adjusted Sortino Ratio | 1.22 |
With a projected annual return (CAGR) of 9.96% and an initial investment of $10,000, Aim Ways Odd-Stats Strategy would have the following projected capital growth over the next 50 years.
| Year | Starting Capital | Ending Capital | Total Gain | Avg Monthly Gain | Cumulative Return |
|---|---|---|---|---|---|
| $10,000 | $10,996 | $996 | $83 | 10% | |
| 5 | $16,076 | $17,677 | $1,601 | $133 | 76.8% |
| 10 | $25,843 | $28,417 | $2,574 | $214 | 184% |
| 15 | $41,545 | $45,683 | $4,138 | $345 | 357% |
| 20 | $66,787 | $73,439 | $6,652 | $554 | 634% |
| 50 | $1,152,754 | $1,267,568 | $114,814 | $9,568 | 12,576% |
A detailed look at the returns of the portfolio.
| Portfolio | All (30.3Y) | 20Y | 10Y | 5Y | 3Y | 1Y |
|---|---|---|---|---|---|---|
| Aim Ways Odd-Stats Strategy | 9.96% | 9.08% | 9.57% | 7.99% | 14.37% | 17.24% |
| Year | Aim Ways Odd-Stats Strategy |
|---|---|
| 1995 | 4.22% |
| 1996 | 17.21% |
| 1997 | 9.38% |
| 1998 | 25.37% |
| 1999 | 23.01% |
| 2000 | 2.65% |
| 2001 | -0.73% |
| 2002 | -1.57% |
| 2003 | 21.88% |
| 2004 | 12.01% |
| Portfolio | Positive Years | Negative Years | Positive Ratio | Best Return Years | Worst Return Years |
| Aim Ways Odd-Stats Strategy | 28 | 4 | 87.50% | 32 | 32 |
Let's analyze how much risk the portfoliohas.
A drawdown represents the period of decline an investor experiences between a portfolio's peak (new high) and its subsequent low, also known as the valley (before it begins to recover). The table below highlights the five largest drawdowns encountered by the portfolio.
| Drawdown period | Recovery period | Total | |||||
|---|---|---|---|---|---|---|---|
| Max drawdown | Start | Valley | # Months | End | # Months | # Months | Chart |
| -22.87% | 2008-05-19 | 2009-03-09 | 10 | 2009-09-16 | 6 | 16 | |
| -20.15% | 2021-12-31 | 2022-10-14 | 9 | 2023-12-27 | 14 | 24 | |
| -15.88% | 2020-02-20 | 2020-03-23 | 1 | 2020-07-01 | 3 | 4 | |
| -13.95% | 2000-09-05 | 2001-04-04 | 7 | 2003-05-30 | 26 | 33 | |
| -9.13% | 1998-07-21 | 1998-08-31 | 1 | 1998-11-10 | 2 | 4 | |
| -7.62% | 2000-03-27 | 2000-05-23 | 2 | 2000-07-14 | 2 | 4 | |
| -7.56% | 2018-08-30 | 2018-12-24 | 4 | 2019-02-05 | 1 | 5 | |
| -6.93% | 2025-02-20 | 2025-04-08 | 2 | 2025-05-12 | 1 | 3 | |
| -6.79% | 1997-10-08 | 1998-01-09 | 3 | 1998-03-24 | 2 | 5 | |
| -5.7% | 2013-05-21 | 2013-06-24 | 1 | 2013-10-17 | 4 | 5 | |
Aim Ways Odd-Stats Strategy took approximately 20 months on average to recover from major drawdowns of 20% or more. The largest drawdown reached -22.87% and the longest drawdown period lasted 33 months.