Portfolio BattleStrategy Comparison

Compare two investment portfolios head-to-head with market event simulations. Test your investment strategies with our advanced backtesting tool.

⚔️Battle-test your investment strategies with real market scenarios
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Portfolio Battle SimulatorInvestment Strategy Duel

Compare two investment portfolios head-to-head. Add market crash scenarios, test different strategies, and see which approach wins over time.

🔵Portfolio A

The Challenger

100.0%

Portfolio Summary

Total Allocation:100.0%
Weighted Return:8.0%
Weighted Dividend:2.0%
Est. Volatility:15.0%

Portfolio allocation is valid and ready for simulation

🔴Portfolio B

The Defender

100.0%

Portfolio Summary

Total Allocation:100.0%
Weighted Return:6.4%
Weighted Dividend:2.4%
Est. Volatility:9.2%

Portfolio allocation is valid and ready for simulation

⚙️Investment Rules & Settings
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📉Market Events & Scenarios0 events

Add market crashes, booms, or recessions to test how your portfolios perform during different scenarios.

Historical Market Events

2008 Financial Crisis
Global financial meltdown with 37% market decline
-37%1 year
Click to add
2020 COVID-19 Crash
Pandemic-induced market crash followed by rapid recovery
-34%1 year
Click to add
Dot-com Bubble Burst
Technology stock crash from 2000-2002
-49%3 years
Click to add
1970s Stagflation
Prolonged period of high inflation and slow growth
-15%5 years
Click to add

Custom Market Event

📈

No market events selected

Add some market scenarios to test portfolio resilience

How Portfolio Battle Works

Our Portfolio Battle Simulator lets you compare two different investment strategies side-by-side through various market conditions. See which portfolio performs better during bull markets, bear markets, recessions, and recovery periods.

1

Set Up Two Portfolios

Create Portfolio A and Portfolio B with different asset allocations. Try aggressive vs conservative, or stocks vs bonds.

2

Choose Market Scenarios

Test against bull markets, bear markets, crashes, recessions, and recovery periods to see how each portfolio handles stress.

3

Compare Results

See side-by-side performance, risk metrics, and which portfolio wins in different conditions. Make data-driven decisions.

Related Investment Tools

Common Portfolio Strategies to Test

🚀 Aggressive Growth (90/10)

Allocation: 90% Stocks, 10% Bonds

Maximum growth potential with high volatility. Best for young investors (20s-30s) with 20+ year horizons. Can handle 40-50% drawdowns during crashes. Historical return: 9-10% annually.

📈 Moderate Growth (70/30)

Allocation: 70% Stocks, 30% Bonds

Balanced approach with good growth and moderate stability. Suitable for mid-career investors (40s-50s). Typical drawdowns: 30-35%. Historical return: 8-9% annually.

⚖️ Balanced (60/40)

Allocation: 60% Stocks, 40% Bonds

Classic balanced portfolio. Good for pre-retirees (50s-60s) wanting growth with reduced volatility. Typical drawdowns: 25-30%. Historical return: 7-8% annually.

🛡️ Conservative (40/60)

Allocation: 40% Stocks, 60% Bonds

Capital preservation with modest growth. Ideal for retirees or those within 5 years of retirement. Typical drawdowns: 15-20%. Historical return: 6-7% annually.

🏆 All-Weather Portfolio

Allocation: 30% Stocks, 40% Long-term Bonds, 15% Intermediate Bonds, 7.5% Gold, 7.5% Commodities

Ray Dalio's famous strategy designed to perform in all economic conditions. Lower returns but exceptional stability. Historical return: 7-8% with minimal drawdowns.

Understanding Market Scenarios

📈 Bull Market

Sustained upward trend with 20%+ gains. Stocks outperform bonds significantly. Aggressive portfolios shine. Lasts 3-10 years typically.

📉 Bear Market

20%+ decline from recent highs. Bonds provide stability. Conservative portfolios lose less. Average duration: 9-18 months. Happens every 3-5 years.

💥 Market Crash

Sudden 30-50%+ drop. Tests your risk tolerance. Bonds and cash cushion the blow. 2008: -57%, 2020: -34%. Rare but inevitable.

🔄 Recovery Period

Rebound after crash. Aggressive portfolios recover fastest. Stocks can gain 50-100%+ in 1-2 years. Those who stay invested win big.

📊 Sideways Market

Little net change over years. Frustrating but normal. Dividend stocks and bonds provide returns. Patience required. 2000-2013 was mostly sideways.

Key Metrics to Compare

📊 Total Return

Overall gain/loss over the period. Higher is better, but consider risk taken to achieve it.

📉 Maximum Drawdown

Largest peak-to-trough decline. Shows worst-case scenario. Can you stomach a 40% drop? This metric reveals it.

📈 Sharpe Ratio

Risk-adjusted return. Higher is better. Above 1.0 is good, above 2.0 is excellent. Measures return per unit of risk.

🎯 Volatility (Standard Deviation)

How much returns fluctuate. Lower means smoother ride. Stocks: 15-20%, Bonds: 5-10%, Balanced: 10-15%.

⏱️ Recovery Time

How long to recover from drawdowns. Aggressive portfolios drop more but often recover faster. Conservative portfolios drop less but may lag in recoveries.

Portfolio Battle FAQ

Which portfolio is best?

It depends on your age, risk tolerance, and timeline. Young investors can handle aggressive portfolios. Near-retirees need conservative approaches. The "best" portfolio is one you'll stick with through volatility.

Should I change my portfolio based on market conditions?

No. Market timing rarely works. Set an allocation based on your situation and rebalance annually. Trying to predict markets usually leads to buying high and selling low.

How often should I rebalance?

Once or twice per year, or when allocations drift 5%+ from targets. Rebalancing forces you to sell winners and buy losers, maintaining your risk level.

Can I use this for retirement planning?

Absolutely! Test different glide paths (gradually shifting from aggressive to conservative as you age). See how different strategies perform through various market cycles.