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V1a Latest HEDGED & LEVERAGED - BONDS & STOCKS - V4.2 Replace UPRO with TECL, TQQQ, and SOXL - K-1 Free
Today’s Change

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About

Daily tactical strategy: ride uptrends in leveraged tech and Treasuries; during selloffs, shift to cash plus inverse tech. Uses simple “hot/cold” (RSI), trend, drawdown, and a black‑swan volatility trigger to manage risk.
NutHow it works
Rebalanced daily, it flips between offense and defense. Offense: buy 3x tech/semis (TQQQ, TECL, SOXL) and/or 3x long Treasuries (TMF) when trends are up (price above a moving average). Defense: move to T‑bills (BIL) plus 3x inverse tech (SQQQ/SOXS) on sharp drops, big drawdowns, or a volatility spike. RSI = hot/cold meter: high→fade with inverse, low→buy dips. A black‑swan switch adds extra hedging when SPY’s 10‑day volatility surges.
CheckmarkValue prop
Daily tactical strategy that rides leveraged tech/treasury uptrends and hedges downturns with cash and inverse ETFs, plus a black-swan shield. In out-of-sample tests it aims for meaningful upside with disciplined risk control, complementing the S&P 500.
1M
3M
6M
YTD
1Y
3Y
Max
Performance
Compared to selected benchmarks
Alpha
Beta
R2
R
0.52
1.23
0.25
0.5
Performance Metrics
Cumulative Return
Annualized Return
Trailing 1M Return
Trailing 3M Return
Sharpe Ratio
505.4%
14.96%
3.07%
6.63%
0.91
Initial Investment
$10,000.00
Final Value
$31,766,795.70
Regulatory Fees
$91,373.34
Total Slippage
$640,838.24
Invest in this strategy
OOS Start Date
Oct 20, 2023
Trading Setting
Daily
Type
Stocks
Category
Tactical, leveraged, hedged, tech-heavy, treasuries, volatility-aware, trend + mean reversion, daily rebalanced
Tickers in this symphonyThis symphony trades 0 assets in total
Ticker
Type