Leveraged Apple Long Term Investing
Today’s Change (Aug 6, 2026)
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About
All‑in tactical plan: ride uptrends with AAPU (1.5× Apple). In weak markets, buy TQQQ on oversold tech, or switch to SQQQ or BSV when tech is falling. Highly concentrated and uses leveraged ETFs, so risk is high.
Tickers: SPY=S&P 500; QQQ=Nasdaq‑100; AAPU=1.5× Apple; TQQQ=3× Nasdaq‑100; SQQQ=−3× Nasdaq‑100; BSV=short‑term bonds. Indicators: moving average=avg price over X days; RSI(10)=0–100 momentum; <30=oversold.
Rules: If SPY’s 21‑day avg > 210‑day avg → buy AAPU. Else, if QQQ’s RSI(10)<30 → buy TQQQ. Else, if QQQ price<20‑day avg → buy the stronger of SQQQ or BSV (by RSI). Else → buy AAPU. One holding at a time.
Regime-driven, all-in strategy aims for higher upside in tech rallies via leveraged bets and quick hedges. OOS return ~31.8% vs SPY ~22.2%, but with larger drawdowns (~48%). Single-position decisions target growth with risk controls.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.29 | 1.12 | 0.12 | 0.35 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 97.42% | 18.68% | 2.46% | 6.63% | 1.13 | |
| 324.29% | 43.88% | -2.93% | 14.48% | 0.95 |
Initial Investment
$10,000.00
Final Value
$42,428.81Regulatory Fees
$10.39
Total Slippage
$77.50
Invest in this strategy
OOS Start Date
Oct 5, 2022
Trading Setting
Threshold 25%
Type
Stocks
Category
Trend-following, momentum, tactical allocation, leveraged etfs, tech-heavy, single-stock tilt, risk-on/risk-off
Tickers in this symphonyThis symphony trades 6 assets in total