Real Estate Strategy
Today’s Change (Nov 1, 2026)
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A symphony is an automated trading strategy — Learn more about symphonies here
About
A fast-moving strategy that usually trades around U.S. real estate and interest rates, using short-term trend signals to switch between a leveraged real-estate bet and defensive bearish positions.
This strategy makes a daily yes/no decision using simple trend checks: is a fund’s price above its recent average?
If bonds (IEF) and tech stocks (QQQ) both look strong, it buys URE, a fund that makes an amplified bet on U.S. real estate stocks.
Otherwise it bets against real estate using SRS, then adds either UBT or TBT depending on whether real estate (VNQ) looks stronger or weaker.
A tactical, rate-sensitive REIT strategy with negative SPY beta for diversification. It can help in certain rate regimes, but out-of-sample shows about -10% annualized return and ~19% max drawdown—best as a small sleeve, not a core holding.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
| Alpha | Beta | R2 | R | |
|---|---|---|---|---|
| 0.29 | 0.56 | 0.08 | 0.29 |
Performance Metrics
| Cumulative Return | Annualized Return | Trailing 1M Return | Trailing 3M Return | Sharpe Ratio | |
|---|---|---|---|---|---|
| 808.86% | 14.08% | -0.91% | 2.15% | 0.86 | |
| 19,811.39% | 37.17% | 9.08% | -5.65% | 1.11 |
Initial Investment
$10,000.00
Final Value
$1,991,138.69Regulatory Fees
$12,872.10
Total Slippage
$100,493.95
Invest in this strategy
OOS Start Date
Jul 5, 2026
Trading Setting
Daily
Type
Stocks
Category
Tactical asset allocation, real estate, bonds, leveraged etfs, trend-following, daily rebalancing
Tickers in this symphonyThis symphony trades 7 assets in total
Ticker
Type