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Backtest dividend portfolios, explore Bitcoin accumulation strategies, and validate your investment theories with historical market data.
A Bitcoin-Standard portfolio with added torque
Pick 5-10 great companies. Split funds evenly to open. Sit back and relax. Split new money in evenly. Trim tops into STRC to build stability and income. The longer you wait to do this, the better.
This strategy targets high-conviction asymmetric crypto exposure, combining long-term compounding with deliberate volatility harvesting. BLOX is the core position, delivering BTC-linked growth through active management and income-driven share accumulation across market cycles. SMST functions as a small convexity overlay. It quietly decays in stable markets but reacts sharply during MSTR-driven stress, allowing volatility spikes to be converted into additional BLOX exposure. For those seeking added stability or capital efficiency, STRC can be layered alongside this structure without changing the core strategy. In spirit, the approach borrows from the same idea underlying MSTR’s strategy: use structure and volatility — not timing — to accumulate BTC exposure over time, adapted for public markets and retail constraints.
This strategy concentrates on high-conviction positions that pair income generation with crypto exposure. BLOX serves as the core conviction play, positioned to outperform direct holdings of bitcoin or crypto-related funds directly through its actively managed approach and dual focus on capital appreciation and steady income generation. WNTR and SMST provide near-term hedge protection while market shenanigans around MSTR play out. These positions will either bolster us through short-term headwinds or gradually convert yield into BLOX as conditions improve.
This is not financial advice. Data provided for educational purposes only.
Core platform capabilities for strategy research and validation
Filter 500+ dividend assets by Sharpe ratio, blended CAGR, payout frequency, and volatility. Research individual ETFs and understand their metrics.
Backtest strategies with real historical data. Run automated screener-based strategies or track manual portfolios to validate your approach.
Blended CAGR, multi-timeframe analysis, and Sharpe ratios. Understand true compounding potential beyond simple yield.
Compare growth trajectories and momentum between two assets. Understand if swapping makes sense based on projected returns and trends.
These tools enable flexible strategy research and validation. Whether you're exploring systematic approaches, testing conviction-based ideas, or building custom portfolios—the platform provides the research engine while you control the strategy.