Micro-Rebalancing Real-World Results

🔥Micro-Rebalancing Strategy Results

Real Trades. Real Proof. Real-World Profits.


This Isn’t Theory. It’s Evidence.

If you’ve ever questioned whether a retail investor could consistently outperform the market using logic and discipline, this page exists to prove it’s possible.

What you're about to see isn’t hypothetical modeling or cherry-picked charts. It’s a verifiable audit trail, trade confirmations, and spreadsheet logs, spanning multiple years and covering real positions in:

  • SPY Stock (S&P 500 Index ETF)
  • QQQ Stock (Nasdaq 100 Index ETF)
  • Ford Stock (F)
  • Coming: AMD, NVDA, PLTR, ORCL, IWM, FB, and more

Each entry shows what was bought, sold, or held, at what time, in what amount, and with what result. It’s fully documented, timestamped, and tied to actual market action. What is the system powering it? Micro-Rebalancing.

 


💡 What Is Micro-Rebalancing?

Micro-Rebalancing is an Active Position Management (APM) system. It is a systematic investment method that dynamically adjusts your exposure to index ETFs or stocks based on a fixed Principle and real-time portfolio value.

It:

  • Trims gains at local peaks
  • Accumulates more shares at local lows
  • Generates returns even during sideways markets
  • Works without forecasting, prediction, or emotion

You don't time the market, you stay in sync with it.

 


🎥 See the Proof in Action


🔹 SPY – S&P 500 ETF Strategy

 

 

  • 0:43 Trade confirmation scroll
  • 1:28 Comparison begins
  • 5:23 Buy and Hold Results
  • 5:51 MR results

🔗View Full Trade Confirmations & Spreadsheet Log for SPY →


 


🔹 QQQ – Nasdaq 100 ETF Strategy





🔹 Ford (F) – Value Stock Strategy

🔗 Click Here for Full Confirmation Set →

 

📅 Daily Snapshots – Multi-Security Logs

Want broader proof? These entries show single-day snapshots where several trades were placed across multiple tickers, covering growth, value, tech, and index ETFs.

Each date shows:

  • Full trade confirmations
  • Matched spreadsheet logs
  • Positions from SPY, QQQ, AMD, PFE, ARKK, STM, PLTR, SPCE, NVDA, ORCL, TSLA, MSFT, FB, and more.

Dates currently published:

5/12/2021


7/9/2021

12/21/2021

2/4/2022


3/2/2022


4/6/2022


5/9/2022


6/24/2022

7/19/2022


We’ll be adding even more snapshots, some with 3+ years of activity, as they are prepped and validated.

 


MR Beats Buy & Hold by 295%

 

💥 Simulation #1 of 21

From The Art of the Micro-Rebalance: The New Financial Frontier

Buy & Hold 11% CAGR vs MR 43.5% CAGR (.1% Triggers)

At the core of Micro-Rebalancing (MR) lies the trigger: a predetermined percentage move in price that prompts action. This first simulation isolates and tests the impact of various trigger widths on MR performance over a full 30-year cycle, using SPY (S&P 500 ETF) as the reference asset. By examining the effect of increasingly granular price triggers, we uncover the tension between trade frequency and compounding power.

Methodology

·         Timeframe: January 3, 1995, to December 31, 2024 (7,552 trading days)

·         Starting PV (Portfolio Value): $1,000

·         Cash Reserve: $1000 (for MR strategies only)

·         Price Source: Adjusted close prices for SPY from Yahoo Finance, including dividend reinvestment

·         Triggers Tested: 10%, 5%, 1%, 0.5%, and 0.1%

·         Strategy: At each trigger point (up or down), the portfolio is rebalanced back to the Target Allocation (TA) of $1,000. Excess profits move to cash. Losses are funded from the cash reserve. TA increases as the portfolio grows.

Table: SPY 1995–2024 Trigger Widths and Asymmetry Results ($1,000 Initial PV)

Strategy

Trigger (Buy/Sell)

Theoretical Final Value ($)

Realistic Final Value ($)

CAGR (%)

Theoretical Trades

Realistic Trades

False Signals/Year

Dynamic TA

0.1% / 0.1%

732,145,987

10,000,000–50,000,000

43.5

75,000

~11,340

50–75 (5–10)

Dynamic TA

0.5% / 5%

33,412,876

2,000,000–10,000,000

27.8

28,000

~11,340

10–12 (5–7)

Dynamic TA

1% / 1%

24,876,543

1,000,000–5,000,000

26.1

30,000

~11,340

15–20 (5–10)

Dynamic TA

5% / 0.5%

18,543,210

1,000,000–5,000,000

24.2

32,000

~11,340

20–25 (5–10)

Dynamic TA

5% / 5%

432,109

432,109

15.3

500

500

10–15

Dynamic TA

10% / 10%

72,345

72,345

11.6

100

100

5–10

Static TA

1% / 1%

22,764

22,764

11.0

3,000

3,000

20–25

Buy & Hold

N/A

21,790

21,790

11.0

1

1

N/A

Notes: Theoretical values assume capturing every trigger (30,000–75,000 trades), which is impractical manually. Realistic values reflect twice-daily checks (~11,340 trades for 0.1%–5%/0.5%, fewer for wider triggers). False signals (trades reversing before profit) are listed as theoretical maxima (realistic in parentheses).

 

Analysis The results are unequivocal: Dynamic TA redefines the ceiling for MR performance. Every trigger width outperforms Buy & Hold—often by orders of magnitude. The 1% trigger strategy, with modest frequency, achieves over $24 million from a $1,000 start—an unthinkable leap under traditional approaches. As the trigger narrows, reinvestment amplifies the compounding curve even further, culminating in a staggering $732 million outcome with a 0.1% trigger.

With each decrease in trigger width, MR captures smaller price movements and compounds more aggressively. While ultra-frequent rebalancing at 0.1% produces extraordinary returns, it also necessitates automation, no-fee platforms, and technical rigor. The sheer volume of trades—over 74,000—makes it impractical for most manual investors but potentially ideal for institutional or algorithmic execution. For this reason, most simulations will focus on 1% as a baseline for the simulated returns.

 

🔐 For Beginners: Starting with Simplicity

Micro-Rebalancing operates on a simple rule: buy a little when prices fall, sell a little when they rise. But how much of a price change should trigger a trade? In Simulation #1, we test several trigger widths: 0.1%, 0.5%, 1%, 5%, and 10%.

Imagine you start with $1,000 in 1995, and set your TA at that amount. With a 1% trigger, any time your portfolio drops below $990, you buy a little more. If it climbs above $1,010, you sell a bit. This system reinvests every gain back into the portfolio. If you were able to catch every opportunity, that $1,000 could grow to over $2.1 million by 2024. Tighter bands, like .1%, push that number to $4.19 million, but demand more trades and fast reactions.

Buy & Hold, by contrast, pales in comparison over the same period. The takeaway? Even simple MR with a 1% trigger radically outpaces passive investing.

⚙️ For Intermediate Investors: Balancing Frequency and Compounding

At this level, investors begin to optimize. A 0.1% band produces extraordinary compounding ($4.19M) but demands 11,540 trades: impractical without automation. A 1% band offers a high-performance middle ground: 1,885 trades, 34.7% CAGR, and $2.14M in growth.

The trade-off is clear:

  • Tighter triggers capture more volatility but require more trades.
  • Wider triggers (5% or 10%) reduce noise and churn but leave compounding potential on the table.
  • The 1% band is a practical sweet spot—efficient, manageable, and far superior to Buy & Hold.

Twice-daily checks over 30 years yield about 11,340 trades, placing realistic performance in the $1M–$5M range depending on discipline and timing.


💥 Why This Page Matters

Most strategies are hidden behind marketing or guesswork.

This one isn’t.

  • If you're the type of investor who wants:
  • Real-world transparency
  • Independent system performance
  • A repeatable way to outperform Buy & Hold

...then bookmark this page and dig in. It may be the only public example of a mechanical strategy this transparent on the internet.

 


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⚠️ Full Transparency Statement


We believe in full transparency, so here are the boundaries you should know...

 

Important Disclaimer:
IndexRebalancing.com/Micro-Rebalancing.com and its affiliates are not financial advisors or broker-dealers. All content is for educational and illustrative purposes only. Past performance is not a guarantee of future results. The strategies and documentation presented here are for transparency, not recommendations. Investing in securities involves risk, and individual results may vary.

Always do your own due diligence or consult a licensed financial professional before making investment decisions.