Congestus Voxus
Today’s Change (Nov 5, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
An aggressive multi-strategy portfolio that chases strong uptrends—especially in tech—but quickly shifts into gold, bonds, cash-like funds, the U.S. dollar, or crash hedges when markets look risky.
This strategy is like a very busy market weather system. It constantly checks whether stocks, bonds, gold, oil, the U.S. dollar, and volatility look strong, weak, overheated, or panicky. In good conditions it often buys aggressive tech-heavy funds like TQQQ. In bad conditions it rotates into safer or defensive holdings like gold, short-term bonds, the U.S. dollar, utilities, consumer staples, or hedges that can rise when markets fall.
Out-of-sample annualized return ~31% vs S&P ~16%, with Calmar ~1.10 and Sharpe ~1.01. A tactical, multi-asset rotation that rides tech rallies and hedges risk. Note: drawdowns ~28% are higher, but upside potential is substantially stronger.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.58 | 1.08 | 0.4 | 0.63 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 273.33% | 14.87% | -1.04% | -0.34% | 0.85 | |
| 73,326.24% | 100.29% | -11.5% | -9.19% | 2.38 |
Initial Investment
$10,000.00
Final Value
$7,342,624.14Regulatory Fees
$13,560.75
Total Slippage
$109,006.29
Invest in this strategy
OOS Start Date
Aug 16, 2024
Trading Setting
Threshold 5%
Type
Stocks
Category
Tactical asset allocation, momentum, trend following, risk management, leveraged etfs, multi-asset, defensive rotation
Tickers in this symphonyThis symphony trades 96 assets in total
Ticker
Type
AAPL
Apple Inc.
Stocks
ADBE
Adobe Inc.
Stocks
AGG
iShares Core U.S. Aggregate Bond ETF
Stocks
AMD
Advanced Micro Devices
Stocks
AMGN
Amgen Inc
Stocks
AMZN
Amazon.Com Inc
Stocks
AVGO
Broadcom Inc. Common Stock
Stocks
AXP
American Express Company
Stocks
BA
Boeing Company
Stocks
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks