12 assetsLow risk1d
REIT Momentum Sector
A patient real estate bot that waits for strong uptrends, then trades property stocks with built-in safety brakes.
Investment thesis
How it works
Focuses only on real estate stocks and ETFs
Enters trades only when sector is clearly moving up
Sits on the sidelines when conditions aren't right
Cuts losses before they get too big (max 20% loss)
Works best when
- When real estate stocks are climbing steadily over weeks or months
- When interest rates are falling and property becomes attractive
- When the overall market is stable and institutional money flows into real estate
- When property sector outperforms other parts of the market
Watch out for
- When real estate suddenly crashes (market panic or rate shock)
- When property stocks bounce sideways without clear direction for months
- When the entire market drops fast — bot can't react quick enough
- When interest rates spike unexpectedly and scare investors away from real estate
Performance
BacktestedSign in to see performance
Hypothetical backtest results, risk numbers and stress-test outcomes are shown only to signed-in investors, after the advisory fee and alongside the S&P 500. Backtested results are not returns any account earned.
Track record
- Strategy created
- Jul 19, 2026
- Current version
- Version 12
- since Jul 19, 2026
- Live track record
- Not yet
- no combined account history
Portfolio
12 holdings · target weights for version 12, as of Jul 19, 2026. Actual positions vary with signals.
| Holding | Sector | Target weight | Market cap |
|---|---|---|---|
| EQIX Equinix, Inc. Common Stock REIT | Real estate investment trusts | 9.5% | $99.43B |
| DLR Digital Realty Trust, Inc. | Real estate investment trusts | 9.5% | $66.69B |
| WELL Welltower Inc. | Real estate investment trusts | 9.5% | $166.68B |
| PLD PROLOGIS, INC. | Real estate investment trusts | 9.5% | $119.00B |
| O Realty Income Corporation | Real estate investment trusts | 9.5% | $53.21B |
| SPG Simon Property Group, Inc. | Real estate investment trusts | 9.5% | $68.35B |
| EXR Extra Space Storage, Inc. | Real estate investment trusts | 9.5% | $30.24B |
| KIM Kimco Realty Corp. | Real estate investment trusts | 9.5% | $15.70B |
| IRM Iron Mountain Inc. | Real estate investment trusts | 7.1% | $34.44B |
| AMT American Tower Corporation | Real estate investment trusts | 7.1% | $85.22B |
| VNQ Vanguard Real Estate ETF | — | 4.8% | — |
| XLRE State Street Real Estate Select Sector SPDR ETF | — | 4.8% | — |
Risk & rules
The automated rules that limit losses.
Stops trigger on the next available price. A price gap, overnight or in a fast market, can fill well below the 6% level.
Stress tests
Ten difficult markets, chosen in advance. Eight replay real trading days; two are modelled stand-ins.
| Market | Method | Result |
|---|---|---|
| The Bull Run of 2016–17 | Modelled | Sign in to view |
| The 2020 Rebound | Replay | Sign in to view |
| The 2022 Slump | Replay | Sign in to view |
| The COVID Crash | Replay | Sign in to view |
| The Christmas 2018 Scare | Replay | Sign in to view |
| The Year That Went Nowhere | Modelled | Sign in to view |
| The Wild Swings of Late 2022 | Replay | Sign in to view |
| The Quiet Year | Replay | Sign in to view |
| The Magnificent Seven Year | Replay | Sign in to view |
| When Tech Handed Over to Oil | Replay | Sign in to view |
Fees
Assumes the balance stays at $10,000. Spreads and regulatory fees may also apply.
Important information
Risk Disclosure: Trading in financial instruments involves substantial risk, including the possible loss of your entire investment, and may not be suitable for all investors. Prices can be affected by external factors such as financial, regulatory, or political events. Trading on margin or with leverage increases potential losses. Past performance is not indicative of future results.
Not Financial Advice: The information provided on this platform is for informational purposes only and does not constitute investment, financial, or trading advice. We do not recommend any particular trading strategy or instrument. Please conduct your own research and consult with a qualified financial advisor before making investment decisions.