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Each visit starts with a different balanced set of 7, drawn from real examples. Use the book's example set
Pick steadier real examples to add, at most one per category. The deck is leveled after they're added. Examples only, not recommendations.
How the three buttons work
- Holdings are split into steadier (swing 1.0 or less) and bumpier (swing above 1.0).
- Each button gives the bumpier group a different share: Calm 10%, Level 20%, Full sail 35%. The steadier group gets the rest. If you only have one kind, that kind gets 100%.
- Inside each group, the steadier a holding is, the bigger its slice.
- Most any one holding can get is 20%. Full sail lets a growth holding go up to 35%; steadier holdings stay at 20%. With only a few holdings, each can hold up to an equal share. If stowaways are on board, they keep their share and these limits apply to the measured part, so 20% can show smaller (for example, 14% when stowaways hold 30%). With very few steadier holdings, all three buttons can give the same mix.
These show how the ship reacts to different mixes. They are not a forecast, and not advice on when to be bullish or bearish.
🧳 We don't have two years of data for this one yet. It can still come aboard as a stowaway: no part of the ship, no swing and no category, because the site only uses measured behavior. The balance buttons leave a stowaway's share alone. Press Add to bring it aboard.
Your practice mix
Copies your mix as plain text, ready to paste into notes, an email or a spreadsheet. No pen and paper needed. It goes only to your own clipboard; nothing is sent or saved. The ticker line at the bottom can be pasted back into "Add a holding" to rebuild this mix later.
Copy questions for your AI
Turns your practice mix into a ready-made message. Paste it into Claude or another AI assistant to learn what the numbers mean, and ask it to check the swing numbers against today's data. It asks the AI to explain, not to pick stocks.
Reading the ship
🏗️ Frame: stable holdings
Holdings that stayed steady over the past two years: modest ups and downs, no huge falls, and no sinking much harder than the market in its worst weeks. They hold the ship together. They still go down when the market goes down; they just haven't shaken apart.
🛡️ Hull: protective holdings
Holdings that kept the cargo dry: in the stock market's worst weeks, they held up or lost very little, and they don't move in step with stocks. Think bond funds, gold and some very calm companies. The hull isn't a guarantee. It shows what happened in past storms, not what the next one will do.
⛵ Sails: holdings that move the most
Holdings that swing more than the market, jump around on their own news, or had big falls. They can push you forward, and they catch the storms too. Bigger sails mean a faster, rougher ride.
🧳 Stowaways: not measured
Holdings we don't have two years of data for yet. They ride along, but the site won't guess their part, swing or category, so they're left out of those numbers. The balance buttons don't move them; you set their share with the slider.
📦 Concentration score
Runs from near 0 to 10,000. One holding scores 10,000; ten equal holdings score 1,000. A high score means a lot rides on a few holdings, so the ship leans.
🌊 Average swing
The weighted average of each holding's swing (beta). It shows how much these holdings moved with the market in the past. Above 1.0, the mix has tended to move more than the market. It is not a forecast, and it is not a limit on how much you could lose.
📅 Why swing has a date
Swing is measured from past prices, so it drifts as new weeks are added. A stock that measures 1.4 this year might measure 1.8 next year. The date tells you when it was measured. Different sites also measure swing over different time periods (for example, two years of weekly prices here versus three years of monthly prices elsewhere), so the numbers won't match exactly.
↗️ Leaning
When more than 40% sits in one category, the ship starts to lean toward it. Lots of containers in one spot make it top-heavy.
Important: This simulator is for education only. It is not financial, tax or legal advice, and it does not recommend any investment. The preloaded tickers are real, widely known examples. Each visit draws a balanced set of seven at random from a fixed list of examples; being picked doesn't mean anything about a ticker's quality. They are not recommendations to buy, sell or hold anything. Swing (beta) values were calculated by Roth at 45 LLC from two years of weekly closing prices compared with the S&P 500 (SPY), as of the date shown on this page; they change over time and may differ from figures shown elsewhere. Real investments can lose money, and past behavior doesn't predict future results. Swing (beta) and the ship picture are simplified teaching tools. Talk with a licensed financial professional before making investment decisions. Provided "as is," without warranties; see the Terms of Use.