V1a Bank + Insurance Portfolio - LBT w/ Dividends
Today’s Change (Mar 18, 2026)
—
A symphony is an automated trading strategy — Learn more about symphonies here
About
A barbell of safe bonds and tactical tech: half in Treasuries, the rest buys 2x Nasdaq on deep dips, hides in bonds when volatility spikes, or holds defensive staples/SVOL. A tactical sleeve flips QLD↔long Treasuries and may park in USD.
It splits your money into two sleeves. Core: ~50% sits in 7–10y US Treasuries. The other half is dynamic: buy 2x Nasdaq (QLD) when it’s very “washed out” (RSI: a 0–100 gauge of recent moves; low = washed out). If markets get very bumpy, park in Treasuries; if calm, hold defensive consumer‑staples stocks and an income fund (SVOL).
Tactical: After sharp drops or bumpy markets, it quickly flips between QLD and long Treasuries. Otherwise, it buys dips or parks in a US‑dollar fund, based on whether bonds look stronger than bearish tech.
Two-sleeve strategy blends bonds with dip-ready tech and agile risk control. Out-of-sample: drawdown 12% vs 18.8%, beta ~0.71, Calmar ~1.56—safer, diversified exposure with strong risk-adjusted growth vs the S&P 500.
Loading backtest data...
Invest in this strategy
OOS Start Date
Nov 7, 2023
Trading Setting
Threshold 1%
Type
Stocks
Category
Multi-asset tactical, volatility-managed, dip-buying, tech-focused, bond rotation, defensive income, currency hedge
Tickers in this symphonyThis symphony trades 11 assets in total
Ticker
Type
BND
Vanguard Total Bond Market
Stocks
IEF
iShares 7-10 Year Treasury Bond ETF
Stocks
KXI
iShares Global Consumer Staples ETF
Stocks
PSQ
ProShares Short QQQ
Stocks
QLD
ProShares Ultra QQQ
Stocks
QQQ
Invesco QQQ Trust, Series 1
Stocks
SPY
State Street SPDR S&P 500 ETF Trust
Stocks
SVOL
Simplify Volatility Premium ETF
Stocks
TLT
iShares 20+ Year Treasury Bond ETF
Stocks
USDU
WisdomTree Bloomberg U.S. Dollar Bullish Fund
Stocks