Bond & Gold SafeHaven Fund 31Jul2025
Today’s Change (Mar 6, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A safety‑first, daily strategy that parks in T‑Bills unless conditions are favorable for high‑quality bonds or gold. It uses simple trend, momentum, and macro checks (USD, inflation) to step in carefully and avoid turbulence.
Each day it asks: Is the market jumpy? If yes, sit in T‑Bills (BIL).
If calm, it checks trends. When stocks look soft and bonds are clearly stronger than cash, it buys the strongest of IEF/TLT/BSV/LQD. If bonds look weak, it tries gold (GLD) only when the dollar isn’t strong and inflation/metal signals agree. If signals disagree, it stays in BIL.
Strong risk-adjusted edge: oos Sharpe 2.41 vs SPY 1.88, drawdown 1.67% vs 5.07%, Calmar 9.54, and ~15.9% annualized. Daily, safety-first tilts to cash/bonds/gold - shield you from volatility and deliver better risk control than the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.1 | 0.02 | 0 | 0.06 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 96.92% | 13.95% | 0.54% | -0.34% | 0.86 | |
| 70.93% | 10.88% | -1.31% | 2.05% | 1.93 |
Initial Investment
$10,000.00
Final Value
$17,093.09Regulatory Fees
$158.32
Total Slippage
$1,019.15
Invest in this strategy
OOS Start Date
Jul 31, 2025
Trading Setting
Daily
Type
Stocks
Category
Tactical allocation, bonds, gold, safe haven, cash alternative, trend filters, risk-managed, daily rebalance
Tickers in this symphonyThis symphony trades 23 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BND
Vanguard Total Bond Market
Stocks
BSV
Vanguard Short-Term Bond ETF
Stocks
FXE
Invesco CurrencyShares Euro Currency Trust
Stocks
FXY
Invesco CurrencyShares Japanese Yen Trust
Stocks
GDX
VanEck Gold Miners ETF
Stocks
GDXD
MicroSectors Gold Miners -3x Inverse Leveraged ETN
Stocks
GDXU
MicroSectors Gold Miners 3x Leveraged ETN
Stocks
GLD
SPDR Gold Trust, SPDR Gold Shares
Stocks
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
Stocks