BE's 1st Opus l Hedged Trinity Pop
Today’s Change (Mar 5, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A rules-based, tech‑tilted strategy that toggles between offense, defense, and cash using fear (VIX), trend, and dip‑buy signals. It mixes leveraged equities with bonds, gold, commodities, USD, volatility tools, and T‑Bills, sized by recent volatility.
How it worksStep 1: Check market fear (VIX). If fear is extreme, run “Pop Bots”: use a short‑term speedometer (RSI) to buy sharp dips in 3x S&P/Nasdaq/Semiconductor funds, hold T‑Bills (BIL) when neutral, and briefly hedge with UVXY when prices look too hot.
Step 2: Otherwise split ~30/35/35 across: (a) Trinity: multi‑window trend; bullish → tech/healthcare + short‑vol; bearish → inverse Nasdaq + defensives/cash. (b) AAA: pick leaders among tech, long bonds, gold, commodities, USD by 6‑mo strength. (c) HnL: shift between growth, long/short bonds, and a downside‑hedged S&P. Sizes are reduced for the jumpiest assets.
Value propDynamic, rules-based strategy tilting to tech with hedges to chase upside. Out-of-sample annualized return ~32.5% vs SPY ~21.3%, using regime shifts and cash to manage risk. Strong growth potential, but note larger drawdowns than the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.49 | 1.13 | 0.43 | 0.65 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 221.98% | 14.32% | 0.54% | -0.34% | 0.81 | |
| 19,973.1% | 83.45% | 6.58% | 3.22% | 2.02 |
Initial Investment
$10,000.00
Final Value
$2,007,310.09Regulatory Fees
$7,254.69
Total Slippage
$44,263.74
Invest in this strategy
OOS Start Date
Nov 21, 2022
Trading Setting
Threshold 10%
Type
Stocks
Category
Tactical asset allocation, trend-following, momentum, volatility regime, leveraged etfs, risk-managed, multi-asset, hedged
Tickers in this symphonyThis symphony trades 23 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
CURE
Direxion Daily Healthcare Bull 3X Shares
Stocks
DBC
Invesco DB Commodity Index Tracking Fund
Stocks
MOAT
VanEck Morningstar Wide Moat ETF
Stocks
PDBC
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
Stocks
PHDG
Invesco S&P 500 Downside Hedged ETF
Stocks
SOXL
Direxion Daily Semiconductor Bull 3X Shares
Stocks
SPXL
Direxion Daily S&P 500 Bull 3x Shares
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
SQQQ
ProShares UltraPro Short QQQ
Stocks