HEDGED & LEVERAGED - BONDS & STOCKS - V2.1a Replace UPRO with SOXL
Today’s Change (Feb 27, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
Daily trend-and-momentum strategy. When both bonds and stocks rise, it goes aggressive (chips, leveraged bonds, hedged stocks). If stocks lag or bonds fall, it shifts to Treasuries, cash, or the recent 30‑day/5‑day winner. Uses 3x ETFs; high risk.
How it worksFirst check the long‑term US Treasury fund (TLT): is its price above its 150‑day average? If yes and the S&P 500 (SPY) is also above its 200‑day average, split equally into SOXL (3x chipmakers), TMF (3x long Treasuries), and PHDG (stocks with hedges). If bonds are up but stocks aren’t, hold TLT. If bonds aren’t up: when TLT is weak short‑term, hold the 2 best of TMV (3x short Treasuries), UDOW (3x stocks), or BIL (T‑bills). Otherwise, put 75% in the 30‑day winner among TMF, UPRO, TMV, MOAT, BRK.B, USMV.
Value propRegime-driven, diversified sleeve designed to complement SPY. With ~0.63 beta to the S&P, it uses 3x ETFs (semis, long/short Treasuries) and hedges to capture upturns across bond+stock regimes with smarter risk management than a pure S&P bet.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.31 | 0.5 | 0.09 | 0.3 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 512.44% | 14.72% | -0.5% | 1.72% | 0.9 | |
| 9,309.54% | 41.12% | 8.48% | 17.41% | 1.38 |
Initial Investment
$10,000.00
Final Value
$940,954.06Regulatory Fees
$4,309.90
Total Slippage
$26,742.54
Invest in this strategy
OOS Start Date
Dec 15, 2022
Trading Setting
Daily
Type
Stocks
Category
Trend following, momentum, leveraged etfs, treasuries, semiconductors, us stocks, hedged equity, quality, low volatility, cash
Tickers in this symphonyThis symphony trades 12 assets in total
Ticker
Type
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BRK/B
BERKSHIRE HATHAWAY Class B
Stocks
MOAT
VanEck Morningstar Wide Moat ETF
Stocks
PHDG
Invesco S&P 500 Downside Hedged ETF
Stocks
SOXL
Direxion Daily Semiconductor Bull 3X Shares
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
TLT
iShares 20+ Year Treasury Bond ETF
Stocks
TMF
Direxion Daily 20+ Year Treasury Bull 3X Shares (based on the NYSE 20 Year Plus Treasury Bond Index; symbol AXTWEN)
Stocks
TMV
Direxion Daily 20+ Year Treasury Bear 3X Shares (based on the NYSE 20 Year Plus Treasury Bond Index; symbol AXTWEN)
Stocks
UDOW
ProShares UltraPro Dow 30
Stocks