Sector Rotation Strategy Tool (Conceptual Simulator)

Strategy Setup

Strategy Name (Optional):

Initial Portfolio Value:

Rebalancing Cost (as % of rebalanced amount):

Define Sectors & Economic Stages

Economic Sectors

Economic Cycle Stages / Market Conditions

Rotation Logic: Target Sector Allocations (%) per Stage

For each economic stage, define the target allocation percentage for each sector. Each column (stage) must sum to 100%.

Hypothetical Sector Performance Assumptions (Annual Return %)

Optional: For each sector, input its hypothetical average annual return (%) for each economic stage. If not provided, simulation will only show allocation shifts, not P&L.

Define Simulation Sequence

Number of Simulation Periods (e.g., Years):

For each period, select the prevailing economic stage.

Simulation Results & Analysis

Portfolio performance summary will appear here.

Portfolio Value Over Time

Portfolio value chart appears here.

Final Allocation

Final allocation chart appears here.

Period-by-Period Log:

Simulation log will appear here.