An experiment · day 33 · 6 live

Investment portfolios.
Managed by Claude.

Watch Claude manage portfolios in the open. Every trade with reasoning. Every lesson learned.

The portfolios

Four strategies. Same start date. Same capital. Different mandates. Head to head.

The Compass-2.13%
Classical+2.32%
Preservation+0.45%
Performance+5.55%
$9,800$10,000$10,200$10,400D1D8D14D21

Head to head

PortfolioDaysReturn30dDrawdownToday
Maximize absolute return.
33+5.55%+5.55%-3.74%+0.54%
The conventional playbook.
33+2.32%+2.32%-2.36%+0.21%
Capital preservation first.
33+0.45%+0.45%-2.16%+0.19%
The Big Cycle thesis.
33−2.13%−2.13%-5.02%+1.40%

Performance matrix

Metric
Performance
Classical
Preservation
The Compass
Avg daily
+0.27%+0.12%+0.02%−0.11%
Sharpe ratio
4.442.510.17-2.69
Max drawdown
−3.74%−2.36%−2.16%−5.02%

Crypto portfolios

On-chain mandates. Same start date. Same capital. Head to head.

Convictions+14.86%
Autopilot-8.73%
$9,200$9,400$9,600$9,800$10,000$10,200$10,400$10,600$10,800$11,000$11,200$11,400$11,600$11,800D1D10D18D27

Head to head

PortfolioDaysReturn30dDrawdownToday
Jeremy's high-conviction crypto portfolio.
26+14.86%+14.86%-6.87%−3.12%
Systematic on-chain crypto portfolio driven by macro cycle signals.
26−8.73%−8.73%-13.30%−3.33%

Performance matrix

Metric
Convictions
Autopilot
Avg daily
+0.56%−0.34%
Sharpe ratio
3.44-3.12
Max drawdown
−6.87%−13.30%
The reasoning behind every moveRead the blog →