AI Hypergrowth V2 + Breadth-Gated 3x Overlay (+5% Crypto)
Today’s Change (Mar 17, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A daily-rebalanced, momentum-driven equity strategy with a growth tilt to AI/tech, gated by market breadth signals, mixing top momentum stocks, levered tech ETFs, and a small crypto tilt.
How it works- The system looks for short-term momentum among a broad set of AI/tech stocks (e.g., NVDA, AMD, ASML, MU, TSM, etc.). It ranks these by 5-day cumulative return and picks the top name for a 55% weight.
- It also selects a top 3x tech ETF (TECL or TQQQ) based on 5-day momentum for a 40% weight.
- A small crypto tilt is added by choosing BITO or COIN for 5% exposure.
- The same momentum logic is applied within a gated framework tied to market breadth: the strategy checks Nasdaq (QQQ) price against its 50-day EMA. If price is above the EMA, the momentum/breadth tilt is enabled; if not, the path may shift to a different allocation or be more conservative.
- The process uses a windowed momentum measure (mostly 5 days, sometimes 10) to decide the top asset in each bucket.
- Positions are rebalanced daily, and all assets are equities or equity-related (with the crypto proxy ETFs/coins as a small tilt).
Value propOut-of-sample edge: ~83% annualized return with 25.2% max drawdown, Calmar 3.28, Sharpe 1.48—vs S&P ~21% return with ~5% drawdown. Higher upside from AI/tech momentum, breadth gating, and a small crypto tilt.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.03 | 2.32 | 0.34 | 0.58 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 56.93% | 19.99% | -2.02% | -1.16% | 1.24 | |
| 103.4% | 33.27% | -2.55% | -9.85% | 0.77 |
Initial Investment
$10,000.00
Final Value
$20,339.57Regulatory Fees
$135.47
Total Slippage
$873.45
Invest in this strategy
OOS Start Date
Sep 8, 2025
Trading Setting
Daily
Type
Stocks
Category
Equities, momentum, ai/tech, market breadth, leveraged etfs, crypto
Tickers in this symphonyThis symphony trades 19 assets in total
Ticker
Type
AMD
Advanced Micro Devices
Stocks
ANET
Arista Networks
Stocks
ARM
Arm Holdings plc American Depositary Shares
Stocks
ASML
ASML Holding NV
Stocks
AVGO
Broadcom Inc. Common Stock
Stocks
BITO
ProShares Bitcoin ETF
Stocks
COIN
Coinbase Global, Inc. Class A Common Stock
Stocks
CRWD
CrowdStrike Holdings, Inc. Class A Common Stock
Stocks
DDOG
Datadog, Inc. Class A Common Stock
Stocks
MU
Micron Technology, Inc.
Stocks