Main: Blend: Good Mix (No K-1)
Today’s Change (Nov 5, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A complex trading blend that aggressively buys U.S. growth and tech funds when trends or “buy-the-dip” signals appear, but often retreats to short-term Treasuries when markets look risky.
This strategy is a bundle of mini trading systems.
Most of them try to own aggressive funds tied to the S&P 500, Nasdaq, technology, semiconductors, Apple, or Tesla when those areas look strong or unusually beaten down.
When markets look too hot, too shaky, or too weak, it often moves into BIL, a very short-term U.S. Treasury fund that acts like a cash parking spot.
Out-of-sample, this risk-managed blend targets big upside in leveraged growth with cash hedges. Annualized return ~30.6% vs ~21.3% for the S&P; Calmar ~1.03. Expect larger swings and higher drawdowns in stress, but stronger upside potential.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.08 | 1.7 | 0.75 | 0.87 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 109.49% | 21.35% | -1.04% | -0.34% | 1.38 | |
| 342.53% | 47.58% | -5.58% | -6.02% | 1.48 |
Initial Investment
$10,000.00
Final Value
$44,253.48Regulatory Fees
$103.12
Total Slippage
$674.61
Invest in this strategy
OOS Start Date
Nov 15, 2023
Trading Setting
Daily
Type
Stocks
Category
Leveraged equities, tactical asset allocation, momentum, mean reversion, risk management, tech-heavy, bond filter
Tickers in this symphonyThis symphony trades 57 assets in total
Ticker
Type
AAPB
GraniteShares ETF Trust GraniteShares 2x Long AAPL Daily ETF
Stocks
AAPD
Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF
Stocks
AAPL
Apple Inc.
Stocks
AGG
iShares Core U.S. Aggregate Bond ETF
Stocks
AMZD
Direxion Shares ETF Trust Direxion Daily AMZN Bear 1X ETF
Stocks
AMZN
Amazon.Com Inc
Stocks
AMZU
Direxion Shares ETF Trust Direxion Daily AMZN Bull 2X ETF
Stocks
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BND
Vanguard Total Bond Market
Stocks
BRK/B
BERKSHIRE HATHAWAY Class B
Stocks