Blue Collar Outlook - Index stabilized
Today’s Change (Apr 14, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
30% anchors in broad-market and dividend ETFs; 70% moves daily into the two best 30‑day performers among Walmart, Costco, Dollar General, Home Depot, Lockheed Martin, General Dynamics, and GM.
How it works30% sits in two broad funds: VOO (S&P 500) and SCHD (U.S. dividend stocks), split evenly.
70% rotates daily into the two strongest names from Walmart, Costco, Dollar General, Home Depot, Lockheed Martin, General Dynamics, and GM. “Strongest” = best average gain over the last 30 trading days. If leaders change, the picks switch. Equal weight in each bucket. Note: frequent changes can raise trading costs/taxes.
Value prop{"type":"object","properties":{"value_proposition":{"type":"string","description":"A concise, beginner-friendly value proposition highlighting why this strategy beats the S&P 500 using its out-of-sample performance stats.","value_proposition":"Compelling value: out-of-sample Sharpe ~5.50 vs SPY ~2.44; annualized return ~118% vs ~28%; slightly lower max drawdown (~2.32% vs ~2.53%). A core+momentum rotation that targets big upside while smoothing risk vs the S&P 500."}}}
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.04 | 0.73 | 0.54 | 0.73 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 628.65% | 14.74% | 3.88% | -0.84% | 0.9 | |
| 649.32% | 14.97% | -4.65% | -0.79% | 0.91 |
Initial Investment
$10,000.00
Final Value
$74,932.30Regulatory Fees
$413.99
Total Slippage
$2,424.31
Invest in this strategy
OOS Start Date
Dec 16, 2025
Trading Setting
Daily
Type
Stocks
Category
Us equities, momentum rotation, dividend tilt, large-cap core, consumer & defense focus, daily rebalance
Tickers in this symphonyThis symphony trades 9 assets in total