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Investo-Matic v2.8 Medium
Today’s Change

A symphony is an automated trading strategy — Learn more about symphonies here

About

A tactical, rules‑driven plan: buy leveraged tech on deep dips, short/buy volatility when markets look overheated, and otherwise hold a low‑vol weighted stock basket in uptrends or cash‑like/defensive ETFs in downtrends.
NutHow it works
Daily check of simple rules. If a tech gauge (TQQQ) looks washed out, buy a 3x tech fund (TECL) to play a rebound. If it looks extremely hot, bet against mega‑cap tech (FNGD). If several areas look overheated, buy volatility (VIXY/UVIX). Otherwise, use a trend filter on QQQ: in uptrends hold a calm‑weighted basket of 9 leaders; in downtrends hold T‑Bills (BIL) and a defensive anti‑beta ETF (BTAL).
CheckmarkValue prop
Dynamic, rules-based strategy diversifies SPY exposure with regime-driven hedges (volatility and defensives) and opportunistic tech plays, aiming to reduce drawdowns and provide adaptive risk management as a complement to the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
Alpha
Beta
R2
R
0.78
0.39
0.03
0.19
Performance Metrics
Cumulative Return
Annualized Return
Trailing 1M Return
Trailing 3M Return
Sharpe Ratio
56.55%
13.22%
3.07%
6.63%
0.78
1,492.65%
115.23%
-5.36%
-19.49%
2.18
Initial Investment
$10,000.00
Final Value
$159,265.19
Regulatory Fees
$398.96
Total Slippage
$2,435.53
Invest in this strategy
OOS Start Date
May 30, 2025
Trading Setting
Threshold 4%
Type
Stocks
Category
Tactical etf, rsi extremes, mean‑reversion + trend, volatility hedges, leveraged etfs, us large‑cap tilt
Tickers in this symphonyThis symphony trades 0 assets in total
Ticker
Type