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Simple Sort w/ Dividends
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About

Daily momentum rotation among five YieldMax option‑income ETFs (AAPL, MSFT, NVDA, NFLX, XOM linked). Buy the top two by 14‑day RSI, put 80% there, hold 20% in cash. Seeks high income with a short‑term momentum tilt but with capped upside.
NutHow it works
Each day it looks at five option‑income funds tied to Apple, Microsoft, Nvidia, Netflix, and Exxon. It scores their last 14 days of price strength (RSI: higher = stronger recent gains), buys the top two, splits 80% between them (40% each), and keeps 20% in cash. Rebalances daily. These funds aim for high monthly payouts by selling options, so upside is capped and income varies.
CheckmarkValue prop
Cash-buffered momentum rotation across five option-income ETFs. OOS Sharpe ~0.70, Calmar ~0.56, beta ~0.86—delivers income, diversification, and potential risk reduction versus the S&P, with a 20% cash cushion.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
Alpha
Beta
R2
R
-0.01
0.84
0.47
0.69
Performance Metrics
Cumulative Return
Annualized Return
Trailing 1M Return
Trailing 3M Return
Sharpe Ratio
62.51%
25.48%
3.07%
6.63%
1.49
43.65%
18.45%
-5.47%
-10.25%
0.96
Initial Investment
$10,000.00
Final Value
$14,364.55
Regulatory Fees
$53.75
Total Slippage
$219.44
Invest in this strategy
OOS Start Date
Nov 28, 2023
Trading Setting
Daily
Type
Stocks
Category
Momentum, rsi ranking, option-income etfs, covered calls, income, daily rebalance, cash buffer
Tickers in this symphonyThis symphony trades 0 assets in total
Ticker
Type