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Rebalancers
Today’s Change

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About

Daily blend of old‑tech momentum, contrarian stock picks, and a risk‑on/risk‑off engine that flips between aggressive leveraged funds and safe havens using volatility and interest‑rate signals, plus a small crash‑hedge sleeve.
NutHow it works
Rebalances daily across three sleeves plus a small (~8%) sleeve. 1) Picks 3 “old tech”/industrial stocks with the strongest ~3‑month uptrend. 2) Buys 7 from a curated list that look most oversold over 1 month (RSI = short‑term hot/cold; low = oversold). 3) Rotates between offense (funds that magnify tech/semis/S&P; long bonds) and defense (cash‑like Treasuries, gold, US dollar, hedges) using a fear gauge (VIXM) and bond trends (BND, TLT vs cash). The small sleeve repeats this and adds a crash hedge.
CheckmarkValue prop
Dynamic, rule-based strategy blending old-tech momentum, mean-reversion picks, and volatility-driven risk-on/off hedging to diversify beyond the S&P 500. Uses regime switching to adapt to stress and seek diversification.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
Alpha
Beta
R2
R
0.45
1.39
0.26
0.51
Performance Metrics
Cumulative Return
Annualized Return
Trailing 1M Return
Trailing 3M Return
Sharpe Ratio
358.89%
14.07%
3.07%
6.63%
0.84
51,558.06%
71.58%
12.2%
23.9%
1.38
Initial Investment
$10,000.00
Final Value
$5,165,805.58
Regulatory Fees
$27,249.54
Total Slippage
$174,884.72
Invest in this strategy
OOS Start Date
Jun 13, 2024
Trading Setting
Daily
Type
Stocks
Category
Risk-on/risk-off rotation, leveraged etf rotation, momentum & mean-reversion, tech/semis tilt, volatility signal, macro hedging
Tickers in this symphonyThis symphony trades 0 assets in total
Ticker
Type