Blend: V4 & V5 CFS + BBD, BHFEAR | BIL + V1a TQQQ or not | + Dash of SQQQ - Deez - Replace UVXY w/ SOXS
Today’s Change (Mar 17, 2026)
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About
A daily-rebalanced, multi-template levered ETF strategy that tries to ride uptrends with 3x ETFs (UPRO/TQQQ), using dip checks and risk signals to shield with cash/bonds (BIL/TMF) or hedges (SQQQ/SOXS); UVXY replaced by SOXS in some parts; designed to be dynamic, not passive.
- The strategy rebalances daily, choosing a mix of 3x levered ETFs (UPRO, TQQQ) for growth when signals look favorable, and safer assets (BIL, TMF) or hedges (SQQQ, SOXS) when risk rises.
- It uses many signal timeframes (1d, 5d, 14d, 21d, 28d, 35d, 252d) to decide entries, hedges, or exits, plus dip checks for Nasdaq (QQQ) and S&P 500 (SPY).
- A risk-on state loads more levered exposure; a risk-off state shifts to cash or bonds. Hedges react to market weakness or volatility spikes.
- The V4 and V5 templates are blended to form a consolidated approach; UVXY is replaced by SOXS in some flows to reduce extreme volatility and tax concerns. The system also prefers K-1-free assets where possible. A daily debounce ensures positions aren’t changed too aggressively in a single day.
Dynamic, risk-managed leveraged strategy captures uptrends with 3x exposure and hedges risk with cash/bonds. Out-of-sample: ~55.5% annualized return vs SPY ~22.8%; Calmar ~1.43, Sharpe ~1.20— compelling, risk-adjusted upside (higher drawdowns possible).
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.53 | 1.14 | 0.26 | 0.51 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 632.86% | 13.35% | -2.02% | -1.16% | 0.81 | |
| 1,852,864.17% | 85.58% | -2.94% | -2.17% | 1.8 |
Initial Investment
$10,000.00
Final Value
$185,296,416.79Regulatory Fees
$395,649.93
Total Slippage
$2,799,262.24
Invest in this strategy
OOS Start Date
May 7, 2023
Trading Setting
Daily
Type
Stocks
Category
Leveraged etf strategy, tactical asset allocation, momentum/dip signals, risk management, cash/bond hedges
Tickers in this symphonyThis symphony trades 13 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BND
Vanguard Total Bond Market
Stocks
IEF
iShares 7-10 Year Treasury Bond ETF
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
SOXS
Direxion Daily Semiconductor Bear 3X ETF
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
SQQQ
ProShares UltraPro Short QQQ
Stocks
TLT
iShares 20+ Year Treasury Bond ETF
Stocks