Small fixes and upkeep
0 of 1 task doneSee small fixes and routine upkeep together, without a delivery date.
Happening now
Coming next
Automatic daily rebalancing
5 of 7 tasks doneInteractive Brokers will rebalance the five funds each day to match the recommended mix.
Scale down before margin trouble
0 of 1 task doneThe whole book will shrink together when planned positions would use too much account equity.
Pre-launch cost checks
0 of 1 task doneBefore launch, you can review borrowing costs, broker requirements, and Monday opening risk after weekend crypto moves.
Small live trial
0 of 1 task doneThe existing launch plan calls for limited real positions before scaling the book to its intended account size.
Already yours
Daily book comparisonDelivered 24 Jun 20261 needs you
A paper comparison has tracked both approaches on the same daily prices since June 24, without placing real trades from the recommendation.
Recommendation beats challengersDelivered 2 Jul 2026
A July 2 review corrected an initially optimistic result and kept the recommended book as the honest baseline.
Live risk settingsDelivered 4 Jul 2026
Your five-fund Interactive Brokers plan uses 1.75× exposure, about $0.75 borrowed per $1, and no doubled crypto funds.