Boomers Win Big
Today’s Change (Nov 5, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A very tactical strategy that hedges when markets look overheated, holds dividend stocks in normal times, and sometimes buys aggressive rebound funds after sharp selloffs.
This strategy asks: “Has the market gone up too far, too fast?” It uses RSI, a speedometer of recent price moves. Very high readings trigger defense: volatility funds (VIXY/UVXY), cash-like T-bills (BIL), or steadier stock funds (SPLV/BTAL). If the market is calm, it usually owns dividend funds (SCHD/DGRO). If stocks fall hard, it may buy leveraged funds for a rebound.
Out-of-sample return ~34.5% vs S&P 17.2%, Calmar ~2.78. A tactical hedge/defense strategy that reduces risk when markets overheat and seeks rebounds, delivering higher upside with disciplined drawdown control.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.53 | 0.59 | 0.12 | 0.34 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 388.1% | 13.67% | -1.04% | -0.34% | 0.83 | |
| 114,496.77% | 76.67% | 11.58% | 8.25% | 2.06 |
Initial Investment
$10,000.00
Final Value
$11,459,677.09Regulatory Fees
$20,360.65
Total Slippage
$178,458.50
Invest in this strategy
OOS Start Date
Jul 1, 2025
Trading Setting
Threshold 5%
Type
Stocks
Category
Tactical asset allocation, mean reversion, volatility hedging, defensive rotation, leveraged etfs, dividend equities
Tickers in this symphonyThis symphony trades 18 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BTAL
AGF U.S. Market Neutral Anti-Beta Fund
Stocks
DGRO
iShares Core Dividend Growth ETF
Stocks
IOO
iShares Global 100 ETF
Stocks
QQQ
Invesco QQQ Trust, Series 1
Stocks
SCHD
Schwab US Dividend Equity ETF
Stocks
SPLV
Invesco S&P 500 Low Volatility ETF
Stocks
SPXL
Direxion Daily S&P 500 Bull 3x ETF
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
SSO
ProShares Ultra S&P500
Stocks