Fund Surfing w/ Safe Sectors Compilation 2.4
Today’s Change (Jan 11, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
Daily, it gauges trend using a tech-heavy fund. It buys 3x tech or 3x S&P only on clear oversold bounces or short-term strength; otherwise it parks in a single defensive ETF (bonds, staples, or utilities), picking the most beaten-down one.
- First, it checks the short-term vs long-term trend of a fast-moving tech fund (TQQQ) by comparing its 10-day average price to its 100-day average.
- If the short-term trend is stronger (10-day > 100-day):
• If tech looks washed out (TQQQ’s momentum gauge, RSI, is under ~32), it buys a 3x technology fund (TECL) for a rebound.
• Otherwise, it moves to safety and chooses one “defensive” ETF (bonds, consumer staples, or utilities), picking the single one that looks most beaten down short term (lowest RSI).
- If the short-term trend is weaker (10-day ≤ 100-day):
• If the overall market (S&P 500) looks extremely oversold (RSI under ~31), it buys a 3x S&P 500 fund (UPRO) for a rebound attempt.
• Otherwise, if tech is perking up a bit (TQQQ above its 20‑day average), it buys TQQQ (3x Nasdaq).
• If not, it parks in one defensive ETF, again picking the most beaten-down one among bonds/staples/utilities.
- It holds only one ETF at a time and rechecks daily.
Surprisingly strong risk-adjusted edge: OOS Sharpe ~3.55 vs SPY ~3.53, Calmar ~62, and modest drawdowns, plus outsized OOS return. The strategy tactically exploits tech-led rebounds and defensive rotations, unlike the S&P.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.5 | 1.24 | 0.27 | 0.52 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 791.43% | 15.17% | 1.92% | 3.72% | 0.91 | |
| 1,385,228.49% | 85.07% | 10% | 15.37% | 1.7 |
Initial Investment
$10,000.00
Final Value
$138,532,849.11Regulatory Fees
$539,566.09
Total Slippage
$3,833,876.34
Invest in this strategy
OOS Start Date
Dec 27, 2025
Trading Setting
Daily
Type
Stocks
Category
Trend-following, mean reversion, leveraged etfs, defensive rotation, tactical asset allocation
Tickers in this symphonyThis symphony trades 12 assets in total
Ticker
Type
BSV
Vanguard Short-Term Bond ETF
Stocks
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
Stocks
SPAB
State Street SPDR Portfolio Aggregate Bond ETF
Stocks
SPY
SPDR S&P 500 ETF Trust
Stocks
TECL
Direxion Daily Technology Bull 3x Shares
Stocks
TLT
iShares 20+ Year Treasury Bond ETF
Stocks
TQQQ
ProShares UltraPro QQQ
Stocks
UGE
ProShares Ultra Consumer Staples
Stocks
UPRO
ProShares UltraPro S&P 500
Stocks
VBF
INVESCO BOND FUND
Stocks