Blend: Total Market Hedged (V 1.0) & Fund Surfing
Today’s Change (Apr 20, 2026)
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About
A 50/50 blend of a hedged trend follower and a buy‑the‑dip surfer. It rides tech‑led markets (often with 3× ETFs) when trends are healthy, and shifts to volatility, dollar/gold, or Treasuries when markets overheat or break down.
Split money 50/50: (1) Total Market Hedged, (2) Fund Surfing.
(1) Watches the big trend (200‑day avg) and a “hot/cold” meter called RSI (0–100; >70 hot, <30 cold). In healthy uptrends it rides Nasdaq (QQQ/TQQQ). If things look overheated or plunge fast, it hedges with UVXY (volatility) or a defensive mix of UUP (US dollar) + GLD (gold). In downtrends it can use SQQQ (short Nasdaq).
(2) When volatility is calm, it “buys the dip” in QQQ/SPY (S&P 500) or 3× versions (UPRO, TQQQ, TECL, SOXL). When volatility spikes, it flips to long/short long‑Treasuries (TMF/TMV) or SPY.
Out-of-sample: ~46% annualized return vs ~22% for the S&P, with solid risk-adjusted Sharpe and hedges. Higher drawdowns may occur, but the potential for faster long-term growth and tech exposure is compelling when trends stay intact.
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Invest in this strategy
OOS Start Date
Sep 22, 2022
Trading Setting
Threshold 10%
Type
Stocks
Category
Tactical blend, trend-following, mean reversion, volatility hedged, leveraged etfs, tech tilt, treasuries, gold/dollar
Tickers in this symphonyThis symphony trades 16 assets in total
Ticker
Type
BSV
Vanguard Short-Term Bond ETF
Stocks
GLD
SPDR Gold Trust, SPDR Gold Shares
Stocks
PSQ
ProShares Short QQQ
Stocks
QQQ
Invesco QQQ Trust, Series 1
Stocks
SHY
iShares 1-3 Year Treasury Bond ETF
Stocks
SOXL
Direxion Daily Semiconductor Bull 3X ETF
Stocks
SPXL
Direxion Daily S&P 500 Bull 3x ETF
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
SQQQ
ProShares UltraPro Short QQQ
Stocks
TECL
Direxion Daily Technology Bull 3x ETF
Stocks