Pershing Square Equities - (AR:95%, DD:17.9%) BDRY Short Hedge
Today’s Change (Oct 22, 2026)
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About
A Bill Ackman-style stock basket with a market-timing overlay: it stays fully invested when economic signals look healthy, but can rotate part of the portfolio into aggressive bullish or bearish Nasdaq/S&P trades when conditions weaken.
This strategy usually owns a concentrated basket of stocks associated with Bill Ackman’s Pershing Square: Alphabet, Hilton, Chipotle, Restaurant Brands, Howard Hughes, Canadian Pacific, Brookfield, and Nike.
It first checks BDRY, a shipping/freight fund used here as a pulse of global economic activity. If that looks healthy, it stays fully invested. If not, it may shift part of the money into aggressive short-term bets—sometimes against the stock market, sometimes into a quick rebound trade in tech.
Out-of-sample, higher upside with lower risk: 20.17% annual return vs 16.67% (SPY), 12.75% max drawdown vs 18.76%, Calmar 1.58—stronger risk-adjusted growth than the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.57 | 0.28 | 0.03 | 0.18 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 216.52% | 14.84% | -0.05% | 3.57% | 0.82 | |
| 11,156.75% | 76.36% | 2.23% | 0.11% | 2.02 |
Initial Investment
$10,000.00
Final Value
$1,125,675.34Regulatory Fees
$1,921.15
Total Slippage
$15,607.55
Invest in this strategy
OOS Start Date
Sep 30, 2024
Trading Setting
Threshold 10%
Type
Stocks
Category
Clone strategy, hedge overlay, concentrated equities, tactical market timing, leveraged etfs, inverse etfs
Tickers in this symphonyThis symphony trades 20 assets in total
Ticker
Type
BDRY
Breakwave Dry Bulk Shipping ETF
Stocks
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
BN
Brookfield Corporation
Stocks
BND
Vanguard Total Bond Market
Stocks
CMG
Chipotle Mexican Grill, Inc.
Stocks
CP
Canadian Pacific Kansas City Limited
Stocks
GOOGL
Alphabet Inc. Class A Common Stock
Stocks
HHH
Howard Hughes Holdings Inc.
Stocks
HLT
Hilton Worldwide Holdings Inc.
Stocks
IEF
iShares 7-10 Year Treasury Bond ETF
Stocks