QL-01 | Vibrant ETF Portfolio
Today’s Change (Mar 18, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A yearly-rebalanced, equal-weighted mix of eight thematic ETFs (meme, blue-chip growth, automation, crypto/digital payments, metaverse, nuclear energy, and quantum tech) plus a bond ballast. Designed to capture growth from innovative themes while keeping risk in check through diversification and regular rebalancing.
- You own eight ETFs as one portfolio. Each ETF represents a different theme (meme stocks, blue-chip growth, automation, crypto/digital payments, metaverse, nuclear energy, and quantum tech) plus a bond component for ballast.
- Equal weighting means you allocate the same amount of money to each ETF so no single theme dominates your portfolio.
- Rebalance yearly: at the end of each year, you adjust holdings so you return to equal weights (e.g., if one ETF has climbed, you sell some of it and buy more of the others to restore balance).
- The aim is broad exposure to innovative, growth-oriented themes while using the bond ETF to help temper volatility.
- Ticker names are shorthand symbols for each fund traded on exchanges; you buy/sell these just like any other stock. Each ETF carries its own risk and market dynamics, with some themes more volatile than others (meme/crypto/metaverse/quantum) and one more traditional (blue-chip growth) in the mix.
- This is an investment strategy description, not personalized financial advice. Consider your risk tolerance and time horizon before implementing such a portfolio.
Out-of-sample, eight-theme equal-weight portfolio with bond ballast and yearly rebalancing. Delivers about 39% annualized vs SPY ~25%, with Calmar ~2.8 and Sharpe ~1.8, thanks to diversified innovation themes.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.06 | 1.28 | 0.73 | 0.86 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 41.61% | 17.7% | -1.77% | 0.2% | 1.09 | |
| 71.42% | 28.72% | -0.86% | 3.88% | 1.17 |
Initial Investment
$10,000.00
Final Value
$17,141.65Regulatory Fees
$0.08
Total Slippage
$1.41
Invest in this strategy
OOS Start Date
Jun 27, 2025
Trading Setting
Yearly
Type
Stocks
Category
Diversified thematic growth etf portfolio
Tickers in this symphonyThis symphony trades 8 assets in total
Ticker
Type
CHAT
Roundhill Generative AI & Technology ETF
Stocks
FBCG
Fidelity Blue Chip Growth ETF
Stocks
FBND
Fidelity Total Bond ETF
Stocks
FBOT
Fidelity Disruptive Automation ETF
Stocks
FDIG
Fidelity Crypto Industry and Digital Payments ETF
Stocks
FMET
Fidelity Metaverse ETF
Stocks
NUKZ
Range Nuclear Renaissance Index ETF
Stocks
QTUM
Defiance Quantum ETF
Stocks