All performance figures on this site are hypothetical and backtested, generated by applying the strategy's rules to historical market data. They do not represent actual trading, do not reflect real-world execution, slippage, taxes, or all fees, and were prepared with hindsight. Past performance, and hypothetical or backtested performance, is not indicative of and does not guarantee future results. Where data for a fund did not exist for the full period (for example, managed-futures funds before 2019), a proxy was used; those figures are estimates. The strategy's rules, including its automatic crash safeguard, were designed and refined with the benefit of hindsight and were not in operation during the historical period shown. Backtested results of hindsight-designed rules can be over-fit to the past and may not reflect how the strategy performs in live markets.
The strategy targets roughly 1.5x total exposure (for every $50,000, the portfolio holds approximately $75,000 in assets). In the backtested results shown on this site, that exposure was modeled using margin financing in a brokerage account. The live product is intended to deliver the same exposure using packaged return-stacked ETFs (for example, funds such as NTSX, RSSB, or RSST) that build the leverage into the fund itself through Treasury futures, rather than requiring you to open a margin account, trade options, or borrow money yourself. Margin-based and ETF-embedded leverage are not identical: they can carry different financing costs, rebalancing mechanics, tax treatment, and fund expense ratios, so live results may differ from the backtest shown.
Investing involves substantial risk, including the possible loss of principal. This is a growth-oriented, leveraged strategy that can experience significant declines. Its automatic safeguard is designed to reduce large drawdowns but cannot prevent losses, may fail to avoid a decline, and may itself detract from returns; declines larger than any shown in the backtest are possible. You should be prepared and financially able to hold through such periods.
Bedrock is not a pure buy-and-hold strategy. It follows mechanical rules that can shift the portfolio between its growth basket and defensive positions (such as Treasuries) based on market signals. These rules can be wrong: the strategy may move to safety and miss a rebound, stay invested into a decline, or trade more often than a simple buy-and-hold approach, which can increase taxes and transaction costs.
This site is for informational purposes only and does not constitute personalized investment, tax, or legal advice, or an offer to buy or sell any security. Bedrock is a rules-based strategy you may run on your own brokerage account through PeakBot; you retain ownership and control of your account at all times. Consult a licensed financial professional before investing.
Trades are executed automatically on your own connected brokerage account via PeakBot. Neither Bedrock nor its operators take custody of your funds. Technology, connectivity, or brokerage issues may affect execution.
Subscription and platform fees apply as described at signup on PeakBot. Fund-level expense ratios of the underlying ETFs also apply and reduce returns.