Learning pack

Your rulebook planner

Use this worksheet before you open the builder. Fill it in pencil. Change it as you learn. The builder accepts only the values shown. If you leave a block unchanged, the default applies.

Client mandate (copy it): "A family is saving for their daughter's university fees in ten years. Grow the money, but they cannot accept a fall of more than a quarter of its value."

Block 1: Selection (what it does: chooses which industries to hold)

Setting	Allowed values	Default
Ranking lookback N (weeks)	4, 8, 13, 26, 39, 52	26
Number held K	1, 2, 3, 4, 5	3
Hurdle	None / Must beat the market / Must have a positive return	None

Block 2: Trend filter (what it does: stops an industry whose own trend breaks)

Setting	Allowed values	Default	My choice	Why
Off, or moving average X (weeks)	Off, 10, 20, 30, 40, 50	Off

Block 3: Market regime (what it does: cuts exposure when the whole market is weak)

Setting	Allowed values	Default	My choice	Why
Off, or market moving average M (weeks)	Off, 20, 30, 40, 50	Off
Exposure Y when triggered	0%, 25%, 50%, 75%	Off

Block 4: Position sizing (what it does: decides how much goes to each holding)

Setting	Allowed values	Default	My choice	Why
Method	Equal weight / Inverse volatility (26-week window)	Equal

Block 5: Rebalancing (what it does: sets how often you refresh your choices)

Setting	Allowed values	Default	My choice	Why
Every R weeks	4, 8, 13	8

Checks before you seal

Fall on the practice decade: ______ %. Is it 25% or less?
Neighbor test: do the settings next to mine give similar results? Yes / No
Can I explain each of the five blocks in one sentence? Yes / No
Where is my fund weakest (sideways market, sudden crash, slow steady decline, leaders flipping)? ______________________
Did I change more than one block at a time? If yes, which one helped? ______________________