Apple Long Term Investing
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About
A mostly-Apple strategy that uses market trend checks to sidestep major downturns, sometimes shifting into big-tech, an inverse tech fund, or short-term bonds when conditions look risky.
How it worksMost of the time, this strategy simply owns Apple.
But first it asks: “Does the overall U.S. stock market still look healthy?” It judges that by comparing the recent trend of the S&P 500 (SPY) with its long-term trend.
If the market looks healthy, it buys Apple (AAPL).
If the market looks weak, it checks the big-tech market (QQQ). If tech has been hit very hard very quickly, it buys QQQ instead, expecting a rebound.
If not, and tech still looks weak, it moves to defense: either PSQ, which rises when big tech falls, or BSV, a short-term bond fund that is usually steadier.
If tech weakness seems to be easing, it goes back to Apple.
Value propOut-of-sample, this Apple-focused strategy delivers ~28.5% annualized return vs ~18.2% for the S&P, with lower beta (~0.64) and solid risk-adjusted metrics (Calmar ~1.30, Sharpe ~1.12). Expect higher upside with some larger drawdowns in downturns.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.33 | 0.6 | 0.17 | 0.42 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 645.22% | 10.87% | -0.05% | 3.57% | 0.62 | |
| 109,991.17% | 43.3% | 1.48% | 5.05% | 1.41 |
Initial Investment
$10,000.00
Final Value
$11,009,116.84Regulatory Fees
$4,726.30
Total Slippage
$41,109.43
Invest in this strategy
OOS Start Date
Sep 12, 2022
Trading Setting
Daily
Type
Stocks
Category
Apple, tech-focused, trend following, crash protection, tactical rotation, defensive overlay