MIX Strategy: AVI Blended Portfolio Builder

Set the proportions of AVI strategies, the amount, start date and investment horizon - the tool recalculates the blended portfolio’s dynamics (capital is split across strategies in the given proportions; once a year - on the anniversary of the start date - the portfolio is rebalanced back to these proportions) and key metrics versus the S&P 500. Data: monthly, January 2000 - January 2026.

1Strategy proportions in the portfolio

Avicore

Dividend

Green

Indigo

Yellow

Power

Stability

Emerald

Cash

Proportions total: 100% ✓

2Investment parameters

Initial amount, $

Start date

Investment horizon, years

Data available from the selected start date: 26 years.

★Result

$10,000 invested for 26 years (01.2000 → 01.2026) becomes

$1,004,067

Same amount in the S&P 500

$75,297

MIX beats the market by

13.33×

MIX strategy S&P 500 Log scale, values in $

3Key metrics (for the selected investment horizon)

Annualized return, CAGR

19.4%

S&P 5008.1%

Standard deviation (monthly)

3.9%

S&P 5004.5%

Sharpe ratio (risk-free rate 3%)

1.16

S&P 5000.38

Maximum drawdown

-26.4%

S&P 500-50.8%

Best month return

17.0%

S&P 50014.7%

Worst month return

-12.3%

S&P 500-16.4%

★Like this strategy? Save it under your own name

AEC 30-45-25

$10,000 · 01.2000 → 01.2026 · CAGR 17.7% · 9.25×

Edipasyc 25-10-10-10-10-10-10-15

$10,000 · 01.2000 → 01.2026 · CAGR 17.7% · 9.23×

AEC 15-70-15

$10,000 · 01.2000 → 01.2026 · CAGR 19.9% · 14.98×

ADPEC 20-10-15-40-15

$10,000 · 01.2000 → 01.2026 · CAGR 19.4% · 13.33×

ADYPEC 20-15-10-10-30-15

$10,000 · 01.2000 → 01.2026 · CAGR 18.6% · 11.28×