QL-03 | Balanced Tech and Resilience Portfolio
Today’s Change (Mar 17, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A 100% equities portfolio with a tech-heavy core (Tesla, Nvidia, AMD, Micron, SoFi, and quantum names IonQ, D-Wave, QuantumScape) plus a dynamic 10% sleeve that shifts between QQQ (if tech momentum is positive) or BIL (if momentum is weak). Rebalances daily to target weights.
How it works- The portfolio has nine positions: TSLA 15%, NVDA 15%, IONQ 10%, QBTS 10%, SOFI 10%, AMD 10%, MU 10%, QTUM 10%, and a 10% dynamic sleeve.
- The dynamic sleeve chooses between QQQ (10%) or BIL (10%) based on a 90-day moving-average return rule for QQQ. If the 90-day return > 2%, allocate to QQQ; else allocate to BIL.
- Rebalance happens daily, meaning holdings are adjusted so each position’s weight matches its target weight again.
- Rationale: core growth tilt toward technology and quantum-oriented stocks with a conditional hedge to reduce risk when tech momentum is weak, using QQQ for potential tech breadth or BIL as a cash-like safety cushion.
- Risks: Concentration in tech and speculative quantum names can be highly volatile; the 10% hedge cannot fully offset losses in a broad tech drawdown. The strategy relies on the 90-day momentum signal being informative for near-term direction.
Value propTech-heavy core with a 10% momentum sleeve delivers stronger risk-adjusted upside vs the S&P. OOS Sharpe 2.41, Calmar 6.42, and an adaptive QQQ/BIL hedge to capture tech strength while limiting drawdowns.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.17 | 1.73 | 0.54 | 0.73 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 94.86% | 13.74% | -1.77% | 0.2% | 0.85 | |
| 489.12% | 40.8% | -1.01% | -1.42% | 1.06 |
Initial Investment
$10,000.00
Final Value
$58,912.48Regulatory Fees
$31.74
Total Slippage
$69.66
Invest in this strategy
OOS Start Date
Jun 27, 2025
Trading Setting
Daily
Type
Stocks
Category
Equities, technology, quantum, growth, momentum, tactical allocation
Tickers in this symphonyThis symphony trades 10 assets in total
Ticker
Type
AMD
Advanced Micro Devices
Stocks
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Stocks
IONQ
IonQ, Inc.
Stocks
MU
Micron Technology, Inc.
Stocks
NVDA
Nvidia Corp
Stocks
QBTS
D-Wave Quantum Inc.
Stocks
QQQ
Invesco QQQ Trust, Series 1
Stocks
QTUM
Defiance Quantum ETF
Stocks
SOFI
SoFi Technologies, Inc. Common Stock
Stocks
TSLA
Tesla, Inc. Common Stock
Stocks